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I have met a number of people in my career that work harder at trying to cover up that they are not working than it would be to actually do the work. So when I hear someone say, I have been working really hard, I generally ask “at what.” Hard work does not mean meaningful contribution or equate to results.
If they continue to be working hard on the paper, we got real problems because that means it hasn’t been submitted yet. After the submission, the hard work is watching paint dry for a few months before you get comments back, and by the way those comments are sent to LL, not NWBO. Then there are adjustments and response before watching paint dry again. After submission, not much work to be done really.
Since it is a BLA submission that leads to revenue generation, most companies make that the priority and publication takes a back seat. Besides, the data for most companies has already been presented in Congress so why rush to get the publication out when there are more pressing issues like delivering drug to patients and profit for shareholders. You can reference Congress presentations in your marketing materials because it is peer reviewed data. Publications generally follow approval by a few to several months. But we have been told that publication is our number one priority and they are working very hard on the process outlined on October 5th, 2020. I assume we have been working on the BLA submission in parallel.
Here is to hoping that despite not being told the BLA submission is a priority, that it actually is a priority. It is wishful thinking since most companies, even the small one, would have their BLA submitted within a year of locking the database. Most of them closer to six months afterwards.
We deserve to know more about what is going on at NWBO than at Advent, but we don’t. We know quite a bit about what Advent has been doing, which isn’t necessarily to support our business.
I have faith that a BLA is in the works and that data is positive, but I recognize that at this point those two comments are faith. I was angry, but now I am sad because I tried to think about what it must be like to watch these events while having had surgery for GBM and going through chemo/rad hoping your tissue can be made in to DCVax some day soon. I live in America, so waiting would be my only option.
I am truly sad for all of those people. This must really, really suck and hope must be quite low for them.
I am picking up what you are putting down and if there is an issues that is being worked through, giving us appropriate level of detail could do the opposite of the anticipated effect.
The problem here is one of trust. We are in a position to be asked to trust them once again and for an unknown period of time. This is a bed they have made for themselves and I cannot be persuaded otherwise because Advent followed Cognate. Even lawful action can create great dissent and distrust and should be factored in with all other factors as options are evaluated. It is also a clear demonstration of taking care of yourself before taking care of your shareholders and it calls into question every single day that we do not get news. That is on them and why the paid commercial comments which are very different than a free venue or Press Release carry so much weight with me. Also, an exhibit hall at a medical conference is not the scientific session and is not an investor forum. Patients can and were in attendance, therefore, any disclosure given must be done so in eighth grade level English and still does not completely protect you from claims that are made. I know a GBM patient that watched that session.
That is why there is no more slack in the rope. It is quite the dilemma and one that is very interesting to see how things sort out.
I am not putting anything out here that is not easy for others to see.
I appreciate your perspective as well, but with all do respect for what they know that I do not, that is the problem.
13.5 mo of silence is enough without explanation
Closing the game with a bottom of the 9th 4 run walk-off Grand Slam came and went with ASCO 2021.
I didn’t start the baseball analogy, she did when she promised me “another homerun.”
You do not need more than 10 min PERIOD. This is what I do and have done for my career. A picture is worth a thousand words and in ten minutes LL can show 30 with impact. She only needs 15 by my count and I am happy to list them in case you would like to add any. She can deliver 15 more, but lets try to keep it in the 5-10 range, you dig?
And BTW, I have already accounted for the title and disclosures slides, no need.
No more excuses, only answers.
There are many, many of us waiting on what has been paid advertised to me.
If your results are mixed, then you need more than one plenary session, you need several sessions and a few posters to break down the data and convince everyone that the misses are a fluke but the wins are real.
If the data is positive and clean, one 10 min LBA says way more than any of that does.
You have future meetings and papers. You stand up, deliver 9 fast balls right down the plate that are such a pick up in speed compared to the previous 8 innings that no one can come close to even foul tipping that $hit!
Then you drop the resin on the mound and turn and walk to the dug out with modesty before celebrating in the dugout with your team.
That is how you play baseball.
Reachjo it is called satire and to be roasted is an honor. Alpha did a good thing lightening the mood.
DI is just doing his job which includes monitoring this board as has been proven again recently. His job is to keep current investors invested and attract new investors to the company, He is actually quite good at his job and can be demonstrated by watching stock price versus share count (i.e. market cap) during his tenure. I have no beef with him. This is why I will no longer speak with him but will send messages through various channels that he has responded to either directly, indirectly or through LP at the ASM.
We are fed up, he has that message and has communicated up. Of this I believe with a high degree of certainty, but do not know. I think they understand now how broad and deep that frustration is. They have made many promises to deliver and have for themselves. It is about time they do so for patients as we who stuck through this together are all motivated and for all of their shareholders who have been there for them whether or not they pruchased those warrants directly or indirectly or actually both gave out those warrants and purchased them to boot.
You promised me a congress on paid advertisement and can check that box in another way other than SNO but that would be incompetent. SNO is the show, baby. At least that is where all of the neurosurgeons who are somebody anywhere in the Western world, parts of Asia and Middle East will be. I don’t believe either Linda is incompetent or even close to being such (Advent).
Deliver they will
Doc, I have said my piece and am ready to go away.
I remain strong and long and I think that message was an important message get out today given I trended on Twitter once again, but I am not yet on Twitter. I also think it is important that while others believe no commitment about SNO was made, I can make a case that it was, whether or not one wishes to believe me. I have a reputation for being extremely fair and empathetic while still holding people accountable to performance. I think that applies here but perhaps, others disagree.
I do think what happens to the share price over the next six trading days has a big impact on my overall value as a shareholder and I do think it is critical to remind every long here that we have rights, and we have leverage.
I am also quite aware that my father is in his seventies as are my aunts and uncles and they all deserve to celebrate their wise investment decisions while they are able. My patience has ended.
Give me the damn data or explain to me why you have chosen not to. I do not doubt that Biosect has an explanation, I do doubt whether the decision to wait is essential and in my best interests. Not every decision made has been…that is fact.
Warrant extensions as an example
This is the language. It does not say when the database was locked. They say they are announcing it as of 10/5/2020. I guess they do say the data has not yet been analyzed and they do not have access at this stage, meaning on 10/5/2021. By week’s end they could have and that is a reasonable assumption to make.
I find the tenses used in the description to be confusing and ‘at this stage’ to be a curious choice of words.
Biosect, I am not sure how I offended you but it was not meant and if it seems as though it was, I was overcome by anger after being attacked here and I apologize for lashing out at you. I thank you for your willingness to impart knowledge freely to others.
I value your contributions and believe you to be a true warrior and ally for a just cause, even if at times we disagree on nuance.
I will not answer that question, but I will say that SNO has been clearly telegraphed and I speak the language that was used to communicate this. Others may disagree with me and are entitled of their opinions by which I do not judge them other than to say that selling now is foolish IMO. I am not a financial advisor and am offering no one financial advice except my father and best friends who reciprocate.
I will also say that I believe that LL put her stake in the ground when SHE submitted a placeholder for SNO 2020 and reconfirmed this to her peers in April and May of this year. Why would she do that ahead of ASCO? Everything is fine my friends but some things take a little bit longer than seems likely, please be patient as I have not lost faith. Confirmation of implied safety and efficacy is coming.
Enquiring minds want to know
Agree, I just don’t believe that there is one iota of wiggle room with regards to SNO. Either give me the data, or give me explanation why I was lied to on a paid commercial broadcast about your plans to provide me with the results.
I think that Advent is fine by me IF and there are stipulations to that statement.
I am okay with what happened at ASCO and Mt. Sinai IF and there are stipulations to that statement.
I can look past the false expectations IF and there are stipulations to that statement.
I do feel that sometimes it is important for the little guy to remind the big guy that they are not powerless or alone and I have just enough paranoia to believe it is important to make my beliefs public IF and there are stipulations to that statement.
I can see past most everything in life IF and there are stipulations to that statement.
As humans we all make mistakes and should be forgiven for doing so IF intentions are good. It is when they are not, that we should relook at our assumptions and cast judgement. I have no reason to believe intentions are not good here, but I have enough paranoia to be concerned. I also recognize that I have been manipulated over the years.
Genuine question to the board: Are we certain that the database was locked on October 5th or perhaps the 2nd or could it have been locked earlier than that? How do we know the answer to this?
Until proven otherwise, I will assume that it was locked on August 21, 2020, the 5 year anniversary of the day we were confirmed that the trial was not halted, it was ongoing. The argument for that date is as good as any in my mind. That is about 3 weeks before September 12, 2020 and plenty of time to do an analysis. This assumption may be wrong, but I am curious about the argument proving this to be a false assumption. It is genuinely my assumption, but it is an assumption and may be false.
Warrants were extended. Some of this dilution post dates September 12 2020.
Looking4Profit,
Advent, and I can be fine with Advent.
How about you look inward and judge yourself and I will do the same?
I have already done so and can recommend a mantra…
I will not FEAR
FEAR is the mind killer
FEAR is the little death that will lead to total obliteration
I will face my FEAR, allow it to pass over and through I (me)
and then I will turn my minds eye inward to see its path
Where FEAR has gone only I will remain
Frank Herbert
I say I in the Jamaican sense so as to give you all strength, whether or not you ask for it my brother and sister, I WILL NOT FEAR!
Criticism either, you dig?
I also believe we will get a 10Q on time, but there will be no conference call. If you haven’t understood what I am saying, it is that I believe we are getting results at SNO. And I am demanding answers if not.
Let me add another wrinkle to my little argument…Biosect does not believe Claims of efficacy and safety were made at Mt. Sinai. Since LL made those statements on live, broadcast with open registration to any and all and she IS an agent of the company, I believe he is wrong. It is not reasonable to believe LL was blind to the results at the time given the PR statements around timing on Oct 5, 2020 and about expected time to analyze data.
But if he is right, in May 2019 at the ASCO commercial booth, not the scientific session, Dr. Bosch very clearly made claims of both Safety and Efficacy when he said what he said and coupled that with 5 patient stories…thank you very much. It does not matter if he was blind to the data, it was not an investor or scientific forum. He did not have safe harbor.
And Advent
Hahahahahahahahahahhoweeeeeeeeeeehahahahahaha
Except it isn’t funny, but it is
Your analogy does not FLY, pun intended.
This plane has been built for some time, but they choose when to reveal it to the world. But you are right, the answer is at an airshow, not in the trade magazine that will undoubtedly write articles about it to follow. You release at an airshow, and preferably the one with the actual plane purchasers attending it or one where many of them and their related military colleagues attend…either is fine but one is on about a week and one is in six months.
There is too much to risk to allow broad access before approval without safeguard provisions that would never materialize. Your answer is a bigger more flexible government but no one wants to hear that… on either side
Earnings call? Are you talking about NWBO or some other stock?
We do not need Swaston to seek RA approval, we have Cognate and we have Fraunhoffer who can manufacture in addition to London, whether or not currently under contract.
Fraunhauffer built out capacity for I believe Novartis and then sold it to them if I have my recollection correct. Wonder what they would have charged us to do the same? Think they would have taken a couple swings at the plate or just one?
Curious if that German spark, crackle, fizz would have come to fruition if it were Franhouffer instead of Advent? We will never know will we?
In case you think incompetence is a loophole…Advent
That is the value of Advent to us minority shareholders.
I believe that is checkmate, but it may just be check and their move…I have never played this game before and am not certain the rules, but I have put a ton of chips on this table and will not walk away, no matter the outcome
Comprende?
If they are not ready, I contend the reason is material and long over due sharing with their minority shareholders. I believe the others already know the reason in that case, and yet warrants were extended.
Time is up. Release the Kracken!
Need I restate the case that they either have told us when they will be releasing the data OR they advertised a lie that they have not corrected OR they are incompetent OR there is a problem with the data or regulators related to the data which is material
You pick which to believe. Time is up. I want answers and there is a date by which I want them
And a convertible loan is dilution, extending warrants was dilution, bonus’s that include stock grants and/or stock options is dilution and requires shareholder approval, there are many ways to dilute, whatever you call that slick nicky term you call what they foreshadow in the 10Q is dilution at an already steep discount.
It better be at a realistic price or we got a problem, a very big problem
Maybe some longs are getting a clearer picture of my motivation and it is not stock manipulation. Open your eyes as to who has been manipulating the stock price and there are more than one player.
There is a reason warrants have an expiration date
Someone tag this post… I wish I were at Liberty to follow your advice but I am not.
Besides, my dad is on his 70s…no more waiting
Ike, I hope you realize my comedic and polite reply was my way of letting you know that I understand EXACTLY what you were saying about me as you are an attorney and will go more than skin deep. I also realize that my response did not elicit a reply from you…duly noted.
Since it is about as low a blow as can be made, I needed to show you that I am the victim here.
But, thank you,
You made the case a little bit stronger.
For those questioning my motives, I do not intend to buy or sell another share and have not since ASCO until at the very minimum TLD is released and my vision of what happens next is made clear. This asset is worth too much regardless of how they choose to play their cards.
Interesting that you compare our situation to that of a 5 year Lebanese hostage. It is actually quite helpful for me to accept where I am mentally.
Closing on 9 years held hostage here myself. Unlike Terry Waite my bindings are mostly financial and mental, not physical. Initially, these were self-imposed but now I am not so sure of that I have any control as the consistent psychological programming has taken root. My captors have messed with my brain quite a bit over the past 9 years so I think that I need professional deprogramming to break free from the hold over me and my portfolio. Like Terry, I have been frequently told to expect results in the coming weeks or months many times. Now I understand a little more about why that roller coaster has been done to me, not by me as some have here suggested. (This is tongue in cheek…mostly)
Marzan, I will make this point one more time and last negative thought for the day and then go away.
Investor Relations job is clearly stated in their title. Anyone who ranks underneath or parallel to the head of IR needs their permission verbally or in writing to make public statements on behalf of the company or risks immediate termination. Their job is to make investors stay invested and find new investors.
We are not and have not paraded around the circuit of new investment forums since a time I can no longer recall. So which is he laser focused on?
Ok, sorry I misinterpreted your words.
Everyone wants answers and you suggest having one. I respect your views and most often agree. We disagree on the importance and obligations that relate to the coming moments in time. I would love to move beyond making a case that minority shareholders need the playing field leveled now and your knowledge could help me to do so.
I also understand your reasons for not doing so.
Testing
Thank you for the reminder ILoveTech. I will need to look for some cash on hand ASAP.
Back to topic though, those with power are calling the shots and making personally beneficial financial decisions. It is time to let all us shareholders in on their little secret.
I pumped ASCO and was one of those called out by Management.
I am not pumping this time. To be quite clear, I am demanding it. Comprende muchachas?
It is appropriate To withhold TLD until the proper forum to release it. I am saying if SNO is not that forum, prove it (Uds.). DI comprencion, hermano?
To the reader who thinks I forget how to read and write in Spanish, it is still there sister…the cob webs got stirred up but they are all still there and intact. They just need a little help sometimes, comprende mi amor? Not addressed to you tech. To the one obsessed with expose’s.
Expose’s like Michael Jackson, Martha Stewart, Jeffrey Epstein, and Elizabeth Holmes
Here are a few things I BELIEVE but do not KNOW
+ someone here is Adam Fuerstein
+ someone here works for a hedge fund that is substantially short
+ someone here is so close to the company that they get leaks
+ someone here works for the company or one of its contractors
+ some of us are fed up and have lots of friends with lots of backgrounds also invested in this stock
+ Merck is not working with us or contracted to do so for future consideration
+ LP is a grand master web builder and is highly sucessful for herself and her allies
+ your greatest strength is also your blind spot
I am still laughing! But you are being generous, 12th down…..can’t stop laughing
Sorry Hope, a little misunderstanding.
To not include your confirmatory message lessens your role and my impact, but to do so gives the appearance it is directed at you instead of RedneckHosier. I should have started by calling him out. I know you know.
My point was there are more implications than just ‘Truth in Advertising’, but that is one implication and it is not a small one…Picking up what I am putting down?
Need I also remind you that CEO is CFO and is accepting money for new shares while also holding the potential shares to bring us above the authorized share count. She is also unblind to all of this and contracting with herself on current services requiring payment. These are facts, not denigration. What is not fact is that manufacturing needs to be in place before releasing TLD to your shareholders or any serious obstacles to do so presented by a major regulator.
I had just cooled my temper and gotten ready to move on as an audience member, but I am sick of back-handed comments, passive aggressive nature and direct accusations.
I want to know WTF is going on and I want to know very damn soon got It?
Need I remind you that YOU and I paid to be on that Big Bar Show twice.
That, my friends is called advertising.
The thread we sow may get blended with others and even get twisted and turned. 10Q is mandatory, PR is optional, Big Bar is advertising.
Have a look at the executive editors… care to soften this statement?
https://academic.oup.com/neuro-oncology/pages/Editorial_Board
Bright boy, thank you for your reply and I apologize for striking back at you harshly.
If you say that you know them and have faith in them that means a lot actually. Without knowing them, my faith has been very strong actually and my network of investors is quite large because of that and the clear signal the data has shown. From that end JTM and SNO 2018 were a rousing success, restoring trust with the investment community…not so much.
For me SNO is not only obvious, it is essential which is the point I have been trying to make. I understand that they may choose to publish first and I have put my stake in the ground saying that is a HUGE mistake, one that likely cannot be forgiven by me without a PR that provides clarity of process and not some veiled haze.
I think I have made my case clearly that there are many angles by which competence can be judged and minority shareholders still have rights.
I had to look up Henry David Bigelow…thank you
I hope you are right
Thank you you for this excellent DD