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Correction- I meant to refer to management’s announcement in I think September or October of 2021 that it would announce TLD “within week” or whatever was said.
ccie1024. Funny one
Flipper: amazing deduction about Temodar withdrawal from PAP if you are right! Lotsa arrows pointed in that direction I must agree!
biosec: Nice. Thanks. Sounds about right. Separately, it seems a stretch to think that TLD is being held for patent application outcomes in addition to the (presumed) article, etc. The desire for a contemporaneously-announced journal article “explains” to some of us why
management’s announcement back in I think September of 2020 didn’t happen. But nothing about the patent landscape at that time would seem to have contributed to that obvious change in strategy which has exposed management to do much shareholder criticism. It is IMO unlikely that management could have decided after the initial withholding to further delay TLD for patent developments bc that assumes the journal would cooperate which I think the subject experts would tell us would not happen. GLTA
Viking- Secure some time ago reported his team’s estimated share value of the NWBO patent/IP portfolio alone. I do not recall specifically (one could look back at Secure’s posts should they care to) but I recall that number being in excess of $1.00 and just due to recent developments that estimate presumably has increased.
Flipper once again the breadth of your background and current knowledge is quite remarkable and as always useful and on point. To be clear to others: My only comment was the narrow one related to identification of Linda Powers as an Inventor. I did not speak to any assignment question.
exwannabe: your unsupported assertion is incorrect.
Lists Linda Power as an inventor. A person cannot legally be listed on a patent app as an “inventor” unless they had “intellectual domination” over the inventive process. Meaning, specifically, they contributed to the patentable idea or process rather than merely assisting in the reduction to practice. You go, LP.
PS to last: KIPK have missed your consistent confident messaging. Hello!
IkeEsq: Three upvotes! I can vote 3x, right? Go lawyers!!!
VI: exactly. Neither needs the money they never took this on for the money why would they sell. As long as there is no offer that would be so high that the issue of their fiduciary duty arose, no sale is happening.
Ike IMO there is extremely low interest in a sale. And I don’t get ppl saying the company cannot handle business as a stand-alone they will be a licensing entity.
Poor Man - you say correctly “Compare what’s going on at Advent with what’s going on at NWBO; night and day - even though both entities are controlled by the same individual.”
Perhaps that is purposeful and intentional?
Danish Friend: makes one think that Lancet might be the publication, just somewhat of a leap to think that management foresaw the likelihood of these larger influences when the article was (presumably) shopped. If that is what happens I have no idea. Good luck.
Soj thanks a particularly interesting chart thanks for posting.
Gary sincere condolences. Very difficult.
Nice to see Sawson pics and news.
dennisdave- I do not disagree with your point however the one year rule addresses investor not patient potential concerns.
ralph excellent effort. I tried, could not come up with anything at all
13 new jobs posted at CRL on January 29 and 30 alone.
It Is: I have a whole lot of money tied up and I feel just fine, thanks for your personal concern which I don’t really understand any point of your question.
Tx for short interest update and it is interesting to me that this is increasing modestly. However it’s only 1.7% pretty tiny IMO. Still hard to see the risk-adjusted upside there IMO. GLTA
Flip excellent dd as always.
I had tried to query management on occasion when job postings were removed whether that was elimination of the need to fill, or due to a hiring filling the job. Mgt declined to answer. You have performed a better work-around Tx.
Sir Pump: a most endearing attribute of your blessed mother! Best wishes
I have Michigan plate: NWBO. But not going on car till TLD - not taking any chances!
Pump sorry for your loss. May her memories be a blessing.
senti - 2 thumbs up
Bio thank you for your diligent scholarship
AVII thank you for this history. I have been around since 2020 only and have picked up background this is another piece.
dd hello thx for your posts. If I may ask 1. How is it “known” that FDA has seen interim data? 2. How is it known that FDA would have stopped compassionate use?
Those seem rather compelling arguments from which one may infer the likelihood of post TLD approval. But they also seem obvious, and do not rely on new facts, yet I do not recall having seen this point having been made previously. (Could have missed it of course). TIA GLTA
Mr Danish thank you for saying what I would have.
flip - this and your related “I would opine” posts seem to outline the breadcrumb path in a reasonable manner. Would you consider as a service to the Board, collecting and synthesizing those? I for example share posts with non-post-readers - usually smaller friends who have invested or might.
iwas thanks for bringing your knowledgeable view to our board, once again.
If you add up all the shares of the “backseat drivers,” for the purpose of this thread meaning, those who complain about TLD timing, I strongly suspect they are the functional equivalent of the food crumbs under LPs back seat floor mats. Just to keep the analogy intact.
Sukus - kind of a material proviso…
Diver thanks as always - stated with specific knowledge, first person experience and understandable passion. A lot of ignorant b.s. flung around here. And LP with her family medical history, professional reputation and personal wealth - she and her management are dedicating years of work and stress in order to… throw all of that away?
Count on it. New day for UK post Brexit.
Monday is critical because….
It’s the day before Tuesday? Otherwise give up!
10 bag: Peace and goodwill be onto you and your loved ones. We all here have important reasons to hope in the new year yours are particularly poignant.
As to JR ~ IMHO no credit is due for propitious abject and cynical negative predictions that were right by happenstance. OK so TLD didn’t happen when we hoped. The material question - for investors at least unfortunately patients face a different circumstance - is what we have once announced. GLTAL, patients, friends and families. Happy New Year 2022 IS the year.