Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Just gotta be smart enough not to sell beforehand
Let the dreamers dream. $20 a share?? Not before 2020.
Nobody would buy if the trial fails.
How is NWBO going to pay her loan back if the trial fails??
This is a do or die trial. Don’t have to be a Harvard educated attorney to realize that.
I’m sure that NWBO isn’t the broken organization in this story. Based on all my DD, I think the broken organization is the FDA.
That shouldn’t surprise anyone. We all know that Washington is bought and paid for by corporate and lobbying interests.
She’s putting her money where her mouth is on the publication. If she’s seen the blinded results and they’re bad, she’s either really stupid for giving this loan or, if they’re great, a genius. This stock is all or nothing on this L P3 trial.
I’m gonna speculate that the Harvard educated attorney is pretty bright. Follow the leader here.
It is inside information. How blinded is blinded?
I’m going to amend what I said a couple days ago. Maybe Chris hasn’t seen the draft of the publication. But I’d bet LP has. And she just rushed to loan the company 4.4 million of her Cognate money that she just cashed out to get more NWBO shares with that information in her back pocket. My shares and I sleep well at night when this kind of information shows up.
That’s my hypothesis.
I agree with that. With all the dilutions and sales this past year, the cash should be there to get us to approval on L. If it becomes SOC, the revenue will propel us forward.
Good point. Reverse split is very likely to get us back to $5-$15 per share. That gets us a Nasdaq listing and the institutionals involved again.
Probably right. Expanding trials and getting Direct to market is probably a better use. Then they can start buying back shares.
I wonder if LP is thinking of using the money she loaned the company to do a share buyback? I mean, with AA, revenue should start flowing in late this year. Once it does, it might be prudent to buyback some shares at these rockbottom prices.
Hmmmm....
Correction...ASCO
They bought a big booth at ASTRO. That couldn’t have been cheap.
One last point...if this goes back to $3-$5, Id guess that LP is one of the last to convert and sell her shares. She’s going to be sitting on so much equity, that she’ll move the price with her sales. And really, why sell a winner??
I agree. She is all in on this. If she is being greedy by buying up shares here, maybe we should all be greedy by scooping up shares of the preferred (which she has put out there for everyone). She obviously feels she has a winner here and wants to be the Jeff Bezos of NWBO. More power to her.
I believe that Chris has read the paper. Here's why...
He mentioned reading the final "draft", not the final publication. The final draft is what is yet to be published. Besides, it is human nature for something to leak prior to a big reveal. There are always spoilers out there. While he didn't reveal anything about the data, he revealed that this paper could be very positive. AND, if it is anything but positive, he has ruined his credibility. I don't think a one or two penny push on a stock that he has previously said he has no intention of selling at these levels is worth risking credibility.
I also agree that positive data isn't going to take this thing back to $2 in the near term. There has been lots of dilution. But positive data puts us on a clearer road to topline results and FDA approval. Once approval rolls in, so does the money. Revenue funds other trials and puts us on a path to demonstrating that this vaccine is effective on many types of cancers that aren't as stubborn as GBM. That would scare BP into growing their buyout offers into the billions. But by then, it might be too late. NWBO could have a market cap worthy of BP.
I think this might also speak to the challenges with trial design that LL spoke about. I think if the trial had been designed better, 233 would have been the trial endpoint. But because there were challenges with immunotherapy and comparing to historic chemo standards, they had to go longer. Plus the whole “what the hell is this progression or immune response?!” problem. Makes this trial complex. But I still believe there will be success here.
I was reading AFs latest article about DCVax being delayed. Nowhere in it did he mention that the principal investigator in the trial said two years ago that “the longer the trial goes, the better the anticipated results should be”. I wonder why he’d leave this key piece of information out?
So what are the chances a PR accompanies the publication of blinded data?
Totally agree. But the timeline speaks to publication before ASCO. Although there will be crickets chirping in that big booth with poor results. I’m sure AF would be there to detail the number of crickets and the tone of the chirping.
Everything about this publication is looking reasonable these days.
My hypothesis is that paper was submitted in late October or November. The rumors around the paper results and the capital infusion led to a bump in share price around Thanksgiving. Management is waiting for the publication, but has insights into the results and timing, so they went ahead and got a big booth at ASCO, knowing that there will be lots of interest at this year's meeting.
It's just us poor retail investors that have to wait patiently for everything to come to fruition. Management has given us everything they can without tipping their hand. I don't think they're unethical, but I've been proven wrong before. But despite management, the science here is what is undeniable and I'm sure there are shady players out there in the market wanting this tech on the cheap.
Good points. Thanks for clarifying. Hopefully we’ll get blinded paper soon and unblinded results this year. FDA approval should come on the heels of positive data. Then the cash flowing can begin.
You have to figure that at least 80 are still alive based on the rate of eventing given last June. That would be 1/4 with at least 27 months. Pushing the trial out continues to bump up the OS data. That may not be relevant to historical competition, but it could be quite relevant to future immunotherapy competition.
The prize won’t be measured in prices that jingle, it will be measured in prices that fold.
Nothing AF ever says is definitively wrong. It’s just extremely biased against the company. And he never tells the story about how the data presented is potentially promising like SOS.
At least SOS covers both sides. AF just attacks the bad news.
I hope with all of my heart that you are right. I’m as long as they go on this. But politics isn’t as cut and dry as science.
You’re right. Now imagine that OS eventing has slowed to 1 per month by now. This trial could go on for a LONG time. But LL said it best on Feb 6, 2017...the longer this trial goes, the better patients are doing.
I still believe her.
You’re not entirely wrong here. It worries me that the Cognate sale was a method of LP cashing out of her shares while they are at a high. However, there is the matter of science here and trials don’t always run at the pace of investment. I do truly believe LL when she says the longer this trial goes, the better the results. Patience is a virtue man. This trial could still be wildly successful, but because of how it was designed, it just might take more time than anticipated to get there.
I’m a science geek and I’m going to leave with this final point...The Death Star was blown up just as it was about to annihilate the Rebel Base. Those imperial f#*kers didn’t see that s#it coming either...
Happy Thursday.
I still think this comment from the NWBO press release of Feb 6, 2017 is valid. This is the most important reason to consider investing in NWBO. Nothing suggested in the past year has contradicted LL's comment. In fact, every other press release regarding the P3 study has reinforced this statement.
Dr. Linda Liau, Principal Investigator of the DCVax®-L Trial commented: “It is gratifying to have the hold removed from the Trial and exciting to see this Trial now moving towards completion, although of course the longer it takes for PFS and OS events to accrue, the better the patients in the Trial are doing.”
Well stated. Actions speak louder than words and this management has gone all in on something.
I’ll be so happy that I could just squeeze somebody
Don’t judge people by their words. Judge by their actions. LP isn’t stupid. She’s probably about to become a billionaire.
Hold onto your shares. Make covering hurt
He is the self proclaimed night king of biotech. He should know how to use a little p.
It goes both ways. This security is in make or break time. Everyone knows it and is lined up along the craps table hoping for the dice to fall their way.
Any map notes from AF on how close these booths are to a restroom? I sure hope he measures and reports booth size in cubic cm this year? Perhaps he could use his 1 cc p size as a comparative value? Along the lines of...NWBO’s 2018 ASCO booth size is 1x10^8 times the volume of my p.
When Dr Bosch spoke in early September, he mentioned that they were finalizing the manuscript. It will be any day...
That last slide in Dr. Graber’s presentation was amazing. It looked like all that was inflammation due to the checkpoint inhibitor releasing the immune system on the tumor.