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It is wise not to conflate the "quiet period" whatever its reason and the silence due to embargo due to journal requirements. Their rules are different and their timing is different, even though there may be some significant overlap.
They all look pretty happy!
What is the proposed "best execution" requirement? How does this work? how does this favor Nite vs Citadel? Please explain more fully? Thanx
BSB, I wonder if you could show us a typical screen shot of your Bloomberg Terminal of the level II bid/ask quote for NWBO. All I get to see id the bid and ask. Very often you see something like a large volume of bid say 50,000 at say .70 then a second later that changes to a bid of 1,000 at .7001. I doubt that the bid of 50K at .70 went away. Cn yo still see the bid of 50 K at .70 on the level II screen. The same sort of thing happens a lot on the ASK as well. Is this an attempt to "hide" the 50K bid at .0001 lower and only show the 1K bid to the retail investor without a BT? Is this a manipulation tool or is something else going on here?
shorts have cowed the longs into the belief that now is not the moment for a long to buy aggressively with their apparent control of the market and ability and willingness to short and cap any serious possible increase in share price, no matter how good the news. Score one for the shorts, Zero for the longs..
BUT the game is not over. For now the sign that this is not going to be allowed to go anywhere is that the buyers are mostly not buying on the ASK, they are letting the sellers meet their BID. This is not a recipe for SP increase.. This will have to change with the buyers be willing to become more aggressive and and be willing to buy on the ASK! this will be happening in the near future when the log jam is broken by news. Journal article, clear and definitive TLD PR, ASM notice, more regular flow in info from NWBO, news on automation, news on regulatory submissions, news on patents, news on future directions, DCVAC-Direct, combo trials, news on compassionate use in UK, news on MHRA movements to approval, enough news so that AF and the shorts can not twist all of the great stories to come. Enough news to scare the sh-t out of the shorts! COME-ON LP, the ball is in your court. Do not allow some lone peer reviewer hang you out to dry while he p lays golf. It is time for you to use the leverage you have and demand rapid action on the journal article - every day delayed could be another life lost to this terrible disease..
So is Hefner going to be our $50 M buyer to finally make some sense of the stock price?
You've got to be kidding!
I do not agree, LP has made her mistakes, but ultimately she wins because she has the science on her side.
That is not what I said. You have put words in my mouth.
Give me a break, whose consensus is that? You and your shadow?
Fully agree!
I doubt Linda will settle for just $10B in the near future. She has her eye on some real money, I would speculate, not less than $20 B - $30 B. She would not have put herself (or us) through the last 5 years, just to give it away so near to the goal line. and yes I agree it will be much higher, some years down the road!
Kab, no one said anything about " throw[ing] in my [your] hand." I do believe the binary decision will be a thumbs up. What I am concerned about is the potentially rocky road until that happens.
Lets hope they do a lot to clarify the situation tomorrow.
I should add that if the goal is to bankrupt NWBO, I do not believe they will succeed, but from here to there, the road could be rocky without clear news.
As most of you know, I am a long time long. (pun intended). It has been pretty clear to me that this is very much a binary stock. and will be determined by the flow of real news - not breadcrumbs or even partial news as we got on May 10. this has been true for quite a while. Until such clear news breaks the shorts are in total control. They can move it gently 1 or 3 cents on any given day, or 15 to 20 cents if they choose, or cap a large move and drop the sp close to a buck and a half as they did on May 10. They seem to have great resources and can throw millions at the project to keep the price where they want it - UNTIL REAL NEWS BREAKS.
My only real question at this time is what exactly is the intention of those behind the shorts. Do they want to cap the sp so they can BUY more on the cheap or use this as a bargaining chip in their negotiations with LP for a cheaper deal. Or do they want to actually eventually bankrupt the company and eliminate a serious threat to some biopharma revenues. What will these people do if the actual news is good but not brilliant? Do they continue with their massive short campaign (and lies)? Or are these shorts just out for the profits from shorting and will stop as soon as real news materializes?
Any thoughts.
Thanks Flipper.
Hi all,
I earlier this morning posted the following in response to a post by Flipper, He has not responded, so I would like to open the question to any who care to comment. Does my comment capture the gist of it, or am I missing something? Am I over simplifying? My post, Re: flipper44 post# 480417, was as follows:
My reading is that the key point about recurrence as mesenchymal is the mutation (hypermutation as you out it) that accompanies this change. And the key point throughout is that the more mutated the cells are, the less "self" they become, and therefore less likely to escape the immune system that is generally tuned so as not to attack "self." Thus giving us the greater effectiveness of DCVAX-L in priming the immune system to better seek out these cells and destroying them. Is this how you see this as well?
FWIW, my basic understanding of these Flaskworks cassettes is that basically they save on space and labor (not sure about time to process), but basically they produce the same amount of vaccine from any given amount of tumor. It is the amount of tumor that is the basic determinant of how much lysate you can get. The cassettes do not change this. But they do save costs, by reducing the amount of labor and space needed for production of a given amount of lysate.
That is a well known Chinese curse: "May you live in interesting times"!
What exactly are you implying? that the Journal is in the pocket of either the shorts or big biopharma? If that were the case, there goes neutrality and ethics out the window. Their entire reputation is built atop the unquestioned neutrality. This is not very likely IMHO. Furthermore, this would be obvious to NWBO, and they would undoubtedly pull the plug on the Journal.
That's a great catch. Let's hope he mentions it on air on CNBC soon.
BSB, Did you mean per speaker, not per topic?
Will any people representing either LL, the Investigators, patients, Nwbo, advent, journalist or others be on the call in addition of course to investors?
Perhaps the call should be divided into periods for topic discussion and then an "other" period as well.
Doc, projecting such views, is very counter productive if you are a long. It demoralizes the longs in the short and mid term and keeps them from buying if this will just continue to drop even if long term they are positive. I would remain silent with these views if I were you, They are not helpful in the short term and may be a self fulfilling prophecy. You are making AF;s job easier for him.
Stop dropping more bread crumbs. I have enough trouble trying to read those dropped by LP and LG, I am not going to start trying to read your droppings. Either say something or don't, but don't waste my time with more crumbs and hints.
Not really a problem. We (SH) can always authorize the necessary shares AFTER the deal is done (contingent on such authorization).
This is a proposal, not published regulation!
Thank you Conix.
Thanks BSB, that is great. Glad you chose to shift the meeting to Sunday.
Could you reproduce the article please
Here is a copy of the email I sent to AACR earlier today:
AACR
Attention Margaret Foti
615 Chestnut St., 17th Floor
Philadelphia, PA 19106-4404 USA
Telephone: 215-440-9300
Email: aacr@aacr.org
Just silently dropping the offending article about the NYAS presentation on DCVAX-L is not nearly enough. It is just a necessary but insufficient first step. You need to issue a full and public retraction with full explanation of how the article was mistaken and a full apology to NWBO in print!
Sincerely,
................................
From:...........@bell.net <..........@bell.net>
Sent: May 18, 2022 9:16 AM
To: 'Email:' <aacr@aacr.org>
Cc: ...............@bell.net
Subject: RE: How could you twist the truth so horribly?
AACR
Attention Margaret Foti
615 Chestnut St., 17th Floor
Philadelphia, PA 19106-4404 USA
Telephone: 215-440-9300
Email: aacr@aacr.org
Please note: The “Outcome Measures” in clinicaltrials.gov have been updated. https://clinicaltrials.gov/ct2/show/NCT00045968?term=Dcvax&draw=2&rank=4 Please retract your misleading and fallacious article about the NYAS presentation about DCVAX-L as soon as possible with apologies for the harm done thereby.
Sincerely,
..................................
Outcome Measures
Go to
Primary Outcome Measures :
1. The primary objective of this study is to compare overall survival (OS) between patients randomized to DCVax-L and control patients from comparable, contemporaneous trials who received standard of care therapy only, in newly diagnosed glioblastoma. [ Time Frame: Until death ]
Secondary Outcome Measures :
1. The first secondary objective is to compare overall survival (OS) between patients randomized to placebo who received DCVax-L treatment following disease recurrence, and control patients from comparable, contemporaneous clinical trials, in recurrent GBM. [ Time Frame: Until death ]
From: .............@bell.net <................@bell.net>
Sent: May 17, 2022 3:57 PM
To: 'Email:' <aacr@aacr.org>
Cc: ................@bell.net
Subject: How could you twist the truth so horribly?
AACR
Attention Margaret Foti
615 Chestnut St., 17th Floor
Philadelphia, PA 19106-4404 USA
Telephone: 215-440-9300
Email: aacr@aacr.org
ST. HELIER, Jersey–(BUSINESS WIRE)–Novocure (NASDAQ: NVCR) and the American Association for Cancer Research (AACR) announce today their 2nd Annual AACR-Novocure Grants for Tumor Treating Fields Research program. The program represents a joint effort to promote and support innovative research on Tumor Treating Fields to help deepen the understanding of the mechanism of action and to accelerate the development of new treatment strategies. The program includes research grants and career development awards totaling more than $2 million over the next three years.
“Our partnership with Novocure continues to break new ground toward the advancement of cancer science,” said Mitch Stoller, Chief Philanthropic Officer and Vice President of Development of the AACR Foundation. “We are grateful for Novocure’s visionary support of the AACR’s Grants Program, and we look forward to witnessing the innovative research that will result from these important grants.”
Well, now we know whose pocket the AACR is in! Is this why the AACR closed their eyes and reported very misleadingly, and knowingly a very false picture of the news in the NYAS presentation by NWBO!! How much money came from Novocure, that it was worth harming your reputation. Shame!
If they do retract and correct their reporting of the NYAS presentation I will then consider reviewing my shattered opinion of them. We'll see if the AACR retracts their article after the NWBO endpoints are modified in the clinicaltrials website..
When DCVAX-L becomes the SOC for GBM and moves on to treatment of solid tumors, and NWBO becomes a biopharma powerhouse, NWBO should well remember the biased treachery of the AACR!
I find it highly troubling that such an old and venerable institution can stoop as low as they did and misinform (LIE) about the outcome of the trial. They are not stupid and they fully understand how they misrepresented the results of the NYAS presentation. They should never get a dime from anyone in the future. They are not worthy of the trust put in them.
I hope you redeem your reputation ASAP be a LOUD and CLEAR retraction of your story on the NYAS NWBO presentation! Do not tarry.
Sincerely,
........................
Just silently dropping the offending article is not nearly enough. They need to issue a full and public retraction with full explanation of how they were mistaken and a full apology to NWBO!
I have sent another email to this effect to AACR.
Ex, I don't get it. How can you still be collecting data in a locked trial?
Saturdays will not work for me.
Big brother is watching!
I disagree Gary, I think a zoom call could be useful BEFORE the ASM to create a more unified position to present to management at the ASM, with more weight than the mere opinion of a single investor.
I sent AACR the following hardnosed email:
AACR
Attention Margaret Foti
615 Chestnut St., 17th Floor
Philadelphia, PA 19106-4404 USA
Telephone: 215-440-9300
Email: aacr@aacr.org
ST. HELIER, Jersey–(BUSINESS WIRE)–Novocure (NASDAQ: NVCR) and the American Association for Cancer Research (AACR) announce today their 2nd Annual AACR-Novocure Grants for Tumor Treating Fields Research program. The program represents a joint effort to promote and support innovative research on Tumor Treating Fields to help deepen the understanding of the mechanism of action and to accelerate the development of new treatment strategies. The program includes research grants and career development awards totaling more than $2 million over the next three years.
“Our partnership with Novocure continues to break new ground toward the advancement of cancer science,” said Mitch Stoller, Chief Philanthropic Officer and Vice President of Development of the AACR Foundation. “We are grateful for Novocure’s visionary support of the AACR’s Grants Program, and we look forward to witnessing the innovative research that will result from these important grants.”
Well, now we know whose pocket the AACR is in! Is this why the AACR closed their eyes and reported very misleadingly, and knowingly a very false picture of the news in the NYAS presentation by NWBO!! How much money came from Novocure, that it was worth harming your reputation. Shame!
If they do retract and correct their reporting of the NYAS presentation I will then consider reviewing my shattered opinion of them. We'll see if the AACR retracts their article after the NWBO endpoints are modified in the clinicaltrials website..
When DCVAX-L becomes the SOC for GBM and moves on to treatment of solid tumors, and NWBO becomes a biopharma powerhouse, NWBO should well remember the biased treachery of the AACR!
I find it highly troubling that such an old and venerable institution can stoop as low as they did and misinform (LIE) about the outcome of the trial. They are not stupid and they fully understand how they misrepresented the results of the NYAS presentation. They should never get a dime from anyone in the future. They are not worthy of the trust put in them.
I hope you redeem your reputation ASAP be a LOUD and CLEAR retraction of your story on the NYAS NWBO presentation! Do not tarry.
Sincerely,
................