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The other thing about exercising warrants and options is the insider holdings. We have more warrants and options than available shares. So, when are all potential retail and institutional warrants and options capped? We may be nearing the total, leaving just LP and the crew with their warrants and options.
It does not mean that. A lot of warrants are cashless. It means some money but we won't know how much until the 10Q next month and if they exercised after 9/30, they should disclose but not sure they have to until next financial report.
Title of her Saturday Lecture:
"Role of Surgeons in Late-Phase Trials—
Transition from Single-Center to MultiCenter Trials"
I believe Bigger had a meeting for one of these:
1. To be the replacement financing for the $11 million that starts becoming due in November.
2. Asked to convert cash warrants to put money in the coffers.
3. Additional, new financing, which I believe would have to be a convertible loan at this point.
I highly doubt he went for the sake of going if he knows they cannot tell him any new info that isn't offered to all.
+240K from me.
Same here. Ditto. For DI to be responding with that same BS "We are working hard to get across the finish line" over a year from data lock without ANY trial updates? F'in embarrassing.
Has anyone actually tried to ask Bigger what new info he has? Or, if he did meet with NWBO, when does he feel we will get news?
So, Bigger got a presentation? How is that? Did he offer to convert warrants? How can he get a meeting like that and the rest of shareholders hear nothing?
Sorry to hear that. I am sticking with my shareholder-based attitude. They have responsibilities to inform from a fiduciary standpoint. I will keep pushing.
Agree, except we don't know if TLD is Monday, December or 2022 SNO....That's my problem. Give us some clue.
Sure. Just don't think you'll get anything other than possible inferred confidence, which is fine. For me it's simply the lack of clarity on where we are. No reason, IMO, that they couldn't be providing better updates without pissing off the FDA, or emboldening shorts....whatever their concern.
Non-event, IMO. DI cannot and will not talk about the trial. No new info, not breaking quiet period. Period. Comfort call with no details.
New Patent 9/21/21--publicly available for anyone looking
Lancet Oncology - Article said nothing about NWBO, we assume it helps
MHRA inspection in progress - We don't know status or timing.
Merck looking to make more acquisitions - Hope and a prayer
DCVax Keytruda trials underway at UCLA -- don't care about other trials
WE NEED DATA FROM THE P3 trial....Period.
"clockwork" = 1yr past data lock with zero news/info on the data. AF is correct about that.
He is correct is one sense. NWBO brought this on themselves. Silence, secrecy, no transparency. Of course the world will think you are trying to hide something.
I think people are exercising warrants at the company's request to float the boat.
Said so this morning. You simply can't go a year, especially with LP's track record, without giving a legitimate update on the trial. It's not that difficult to see IMO.
Expecting a rough ride today, psychological trading on 1yr data lock passing.....
Doesn't say that at that time?
We don't know that. That's the problem. Maybe NWBO and Lancet wanted this article out first, which is great, and now done.
And, please don't call me surely.
I believe we will see a raid this week, maybe tomorrow as 1yr passes without topline. The Lancet article is great validation for how to look at our results but without a clue WHEN, we are going to get hit. IMO.
I could care less about manufacturing. They have said nothing about the P3 trial readout that was supposed to take place last September. (Their words)
I can't believe it will be a year tomorrow post data lock. Zero updates of substance. It's unreal to me.
I doubt it. I'm pretty sure they had the PR written, but literally released it the day they were officially locked. Nevertheless, even if tomorrow is exactly one year...will they say anything or just let it pass?
Pretty sure he would have had to file a 13D if he had 5% or more. Institutional or passive investors must file, then amend the filing once they cross 10% and 20%.
Another day of the low volume takedown. Apparently no FOMO Friday.
What kind of Friday will it be?
FOMO Friday, maybe get some type of PR early next week? (Sawston, Oct 5th 1yr Anniversary)
Portfolio re-buys for fourth qtr?
Market up day?
...or more selling.
All I know is that if Bosch is presenting P3 trial data in January, I would be fine, at least it's a date certain. All they have to say is plan is to discuss topline and data in detail in January and we expect topline PR, Sawston approval and Journal prior to that presentation. No firm dates, plan and expectations given current activities.
Agreed. Tells me that placeholder title means they are hopeful that the full discussion of the data after topline and journal. He makes the most sense to present. Not LP, and not LL.
That would be a MAJOR mistake (at a minimum) letting the cat out of the bag if that is true.
I am not sure LG and LP have enough cash-conversion warrants to foot the bill. Does anyone know?
Also, option exercise would be material, right? Have to be disclosed?
LOL, I know you are the KIA, but if you truly believe there hasn't been a "what", "useful", or "meaningful" item in the past year, wow. The "quiet period" means they won't give an update. It has been their choice. There is no mandate by anyone, they chose this. And, I have consistently disagreed.
I've waited longer. And, I've held the same position (and added) and held the same view of mgmt. I don't believe in this 1yr quiet period. They could give an update and be just as vague as they always are.
Sure, I'll share some with you along with a side of reality and sheeple stew.
no buying, another low volume take down because company won't give an update.
Agreed.
Yep. Every morning until NWBO tells shareholders something, anything. Deafening. I've been consistent in my disagreement with the company communications...lack thereof.
One week from today is 1YR post-data lock. Quiet period for a year. Up against the loan repayment in November. Limited shelf for stock sales...not that they can do it right now. We need topline, period.
Not all conversions are for cash. We will not know until the next 10Q in November. If half are cash at an average price of .25, that's $2.125M. Helps, but unless that happens every month, tough to pay the bills.
Well, I disagree. It is their choice to pair with a peer-reviewed article. It is not a requirement. Most P3 results are announced without and article or only have one come out later. The historical trial comparables are known. Easily added to tables. Our scientific review board and trial investigators have had the data for along time, IMO. They get it far before they hand it over to a Journal.