From BBC News:

Why today? Once it was not yesterday then anytime in the next 2 weeks is equally likely.

And DI must be an atheist the way NWBO disregards SEC regs.

Odd, the version from the actual preprint says:

I think I will trust NIH over a reddit post,.

I thought the same 2 Qs ago, but on further looking it is not quite true.

A public float over $700M is when one initially becomes a large accelerated filer. But once they are so, it takes going under $560M to transition back to an (non large) accelerated filer. See the table in paragraph 2 of this SEC explanation.

Also, the public float is determined at the end of Q2. each year.

I am not absolutely certain, but I have the public float as of end of Q2 at $630. So still a large reporting company. If so, the NT-10K is today (always due 1 day after the 10K is due for obvious reasons).

BTW, The company may elect to use the new reporting status once they have the Q2 numbers. But do not have to do so until the next 10K, so that the fact the filed as a larger reporting company in Q3 does not prove anything. Though not like LP to ever intentionally be accelerated.

But Fall is just a few months away in Linda (P) time.

As it drags into fall it will be more like paying chicken against a turtle.

No, the actual language is :


The "if required" clearly applies to the clock off period. The sentence would make no sense if applied to phase II.

But whatever. I love all the hype pushing for early approvals.

There are only a few companies that submitted MAA's to the MHRA without just being EMA Reliance based. What is the point of going to UK before EU when EU is much larger and gets UK almost for free? The only example that has been mentioned is Vertex/CRSPR with their scicke cell treatment And for that they PR the MHRA validation.

We do see PRs on FDA and EMA acceptance very common for significant drugs.

Sure, 1B naked shares short. I will call BS.

Problem is this. Naked shorts (FTDs) are shares that have not been delivered to the DTC (which books most all US stock transactions). DTC knows the shares have not been delivered to them. They are legally required to report this. And the semi-monthly reports show almost no NWBO FTDs,.

The theory that DTC is complicit is insane. It is not DTC that would be looking to make a profit on the short transaction, it is the party that sold. But the DTC woulkd be on the hook for a failure, and also would be committing a massive securities fraud in not reporting.

So plenty of reason to call BS on the theory. And the reason to support it? Nothing. Not a single piece of real evidence that the open FTD balance is more than the few thousand on average (with occasional days when it pops as high as a million or so only to be delivered shortly.

P.S.: Single-stoick, I know I am abusing the language here on "naked", but sometime easier to go with the flow than continually fighting it.

I see you are spinning this crap again,.

NWBO was forced to put out a retraction just a week later saying how some may have been confused by the first PR to think that the -L was actually available. Really? Was it the lawsuit or the SEC letter that caused LP to react?

How confused was Nevid Malik who was all over the place pumping the "first commercially approved oncology vaccine", and patients flocking from all over Europe to get it?

How many shares did he manage to sell to fools who bought in at a price that has no chance to even be seen again? Sure, some got money back by the lawsuit, but NWBO was to broke to really cough up much so the settlement was minor.

I like the way LP never keeps much cash in NWBO. Makes lawsuits kind of pointless.

Sure. Just a few minor problems.

NWBO discloses they paid Advent $11,441K last year just to manufacture specials. Not for SOW6 or any other such., that is separate, Why would they pay the contract manufacture to manufacture and let them deduct the costs from the revenue?

Next, your hypothetical contract would be a material contract between related parties. That is absolutely a mandatory disclosure.

Last,, if this is all true, great for Advent. They already get a brand new state of the art manufacturing facility under long term lease for $145K a year. They are free to use that how they wish. It is Advent's. Including the $17M(?) or so that NWBO put into the clean rooms , freezers, labs and such as they go with the lease.

You can theorize secret contracts all you want. But if they exist, they are in LP's head and benefit LP. And she has a lot higher percent ownership in Advent than in NWBO.

It is not being approved in 2024.

You can see the longs already pushing back on the earlier nonsense of posts by Hoff and Flip that predicted under 80(?) days.

Sometime around Fall it will be biosec leading the charge saying that nobody expected an approval that fast. Then the timeline shifts to 2025 and a new story likely takes the lead. Maybe Faskworks or a new trial.

Why do you lie about me making assertions?

I never came close to saying they would never submit. That is a flat out lie by you. Why lie?

On the paper, that is a bit marginal. I did say they would not get published w/o explaining some of the crap. They did explain some, but I will admit I was wrong in thinking they could publish w/o the 232 vs 99 number.

I would say the prediction that it will not be approved based on the P3 trial is solid.

. Trial failed designed primary endpoint

. IA performed that would be expected to call a futility halt on the above.

. FDA halts further patient enrollment.

. Trial continues (as is legit) hoping for OS.

. Trial blows past defined OS endpoint comparing 232 vs 99 with company now saying waiting for more events.

. Presto, randomized trial changed to a comp vs ECAs.

. OS between those on treatment(232) vs placebo (99) never disclosed despite still being an endpoint

Anybody who expects this cluster F to be approved need to invest in some other space.

BTW, will post later on the extent of resection problem. That is a huge issue for those who deny real problems exist.

What are you talking about?

Thermo has stated he has sold, even sold short at times. Though not explained by Thermo I assume they were hedges against loans.

And how does Alpha saying that Navid sold shares somehow read on that?

Your entire thesis is confused and unexplained., To accuse other of lying when they have no clue what you are actually saying is bit self-confused as best.

OTLK's corporate presentation is typical.

IMGN's was typical, though now commercial.

ITRM might be the sketchiest I know of, but even they have quarterly calls where they update development plans and such,.

Now, show me some examples of your asserted companies that are as dark as NWBO.

Uhm, care to try again?

Yeah, the corrupt FDA theory exposed by those who back failed biotechs.

Reminds me of the AMRN girls crying about the FDA delay (which was caused by a AMRN submission) while ignoring the fact that the EU did not approve for another year. And AMRN is EU based.

Why has NWBO not disclosed the meetings with the FDA on how to proceed towards approval? Anybody with a clue on the space knows the reason for NWBO's radio silence on it.

Why would anybody expect the UK to be fastest for a revenue stream?

We finally have our first example of the MHRA actually being first to approve, CASGEVY. Yet the launch rollout is targeting the US followed by EU and Saudi. Unclear if it will ever launch in the UK because it is expensive.

Of all the other drugs approved the last 1+ year, MHRA was a laggard. So why there first?

GermanCol, your argument on censors being discarded fails, badly.

First, Flipper is correct. If the LTFU's are gone, that is because they were found. One does not delete censored data when the SAP says otherwise. This one is trial stats 101.

That aside, if your read of the K/M was correct it would provide support for Flipper's more properly stated analysis of the issue,, that LTFU's being found brought the curve down and that explains why the JAMA paper shows the 232 OS as being less that the 2018 blended data.

Your key point is the read at 24 months where you assert the K/M shows 35% OS and thus no censors prior to then (when about 8 or 9 would have been expected in the 2018 dataset).

Problem is that 35% read. I put the graph into a digitizer and see the number more like 36% (precision is clearly an issue, even with tech assistance). And that is enough to allow for several censors, even 8 or 9 is possible.

I do not assert I have proof that the LTFU theory is wrong. But I do assert your proof is invalid. And Fipper's more properly stated argument is speculative.

What is a fact is that a "win" in the 232 vs 99 OS comp would be huge, even if not stat sig. It is still an endpoint of the trial. And team NWBO has buried it.

BTW, on a minor point. "left censors": are something totally different than what you assert. That refers to if censors are prior to or after the unknown event. In this trial, all censors were right censors as is the norm in OS trials such as this. The term is sometime incorrectly used as you describe, and as English is not your main language I am not trying to flame you, just letting you know., See this paper from Oxford

No need to refute this garbage, in 3 months it will be self refuting.

Will reply again in June

To those who clean up at airports, Bangkok is "BKK" not "BK". And I guarantee you it is not that great right now will temps unseasonably high once off the Gulf or Andemon.

I do hear though that one poster here thinks Burger King franchises are in play.

Too funny. I posted a link and a verbatim quote.

And you still want evidence that he posted it.

There is a reason pumpers see a market in NWBO longs.

Murcidencel is the international nonproprietary name (what some call the "generic" name).

The proprietary (trade) name is not yet known. It will not be DCVax-L, that is just a development name.

Good news is that going forward we do not have to argue about a drug being DCVax-L or not. It will be called murcidencel or it will not.

Just to be clear, I am not, nor have I been, accusing Thermo of being shady. I do think he cashes in on discount shares an other deals from NWBO, but nothing illegal about that, nor even shady.

Speaking of N Malik, there is confirmation from a heavy long that he was running shares for NWBO on the side as he was publicly pumping for NWBO as a supposed independent analysts.

Regardless of the legalities of running shares through a shell company, why would an independent analyst be setting up the transaction?


Yet, he ended up with a BOD seat and far more shares than such would normally entail.

Thermo's post

Quick edit: Any form 4 by Toucon on selling the shares?

Sukos, the term "franchise" is used in the space to refer to a drug that is a significant portion of the company's business. It has nothing to do with opening McDonalds.

The July 9 approval PR revisited. It's so solid in detail and information that I (really) enjoy reading it every once and a while.

Note how they expect to have manufacturing in place in just a few weeks. The concerns this would be some huge effort were clearly FUD.


Clear statement of future trials to be started.


Super news. TLD from the P2 [the trial that became the P3] in 2008 and BLA/MAA soon after. Assertions it could take many years were clearly lies by shorts.


This makes the P2 a slam dunk. Being able to measure the 18.1 month PFS clearly proves there is no possible issue with immune reactions confounding the progression.


It is good to know that the owner is taking personal responsibility here.


So no problem measuring PFS in a clinical trial. Makes the pivitol trial a slam dunk.




https://www.biospace.com/article/releases/northwest-biotherapeutics-world-s-first-therapeutic-vaccine-for-brain-cancer-commercially-available-to-patients-in-switzerland-/

Five decades? Does your terminal use tubes and a CRT display?

Just 😂 ng. I cannot even recall what I was doing that long ago.

Welcome back though.

Can somebody sticky ATL's post?

That is also total myth pushed by pumpers who try to sell crap to retail.

First, all shares are accounted for. There are a few that have been sold and not delivered, but I guarantee you the broker/DTC knows the shares were not delivered and who owes them. The vast majority of short shares have been loaned out. And are well tracked., Just like banks take cash other have on deposit and loan it out.

And on a stock distribution, market change or any such nothing changes. If somebody is short 100 shares before a 5% stick dividend, they become short 105 shares after, No pain as the PPS is expected to drop the same 5% on a distribution.

Hi brad. A question.

When you argued 10 years the was no FDA hold on screening for the trial and it was an AA in the works, how were you so wrong?

Why did you not know it was an FDA screening hold that started the process?

Why on earth would anybody think an AA was in process?

A decade of pumping by you and the price has gone from about $6 to $0.60. Well done!

In the upcoming 10K? LMAO.

OK, I will take a guess at the revenue number. $2.1M for 2023. This is with NWBO paying Advent about $14.5M to manufacture at the 2 facilities.

BTW, why does NWBO pay for manufacturing at London (about $6M.year) when they have so much more space at Sawston?

Care to try 2024? I will go with under $5M. But maybe by then they will have closed the London ops and only will lose a few million on specials.

By "they" I mean NWBO of course. LP is doing great with Advent making a windfall profit sufficient to build a new CDMO w/o need for investment cash of hundreds of millions as most would.

The last NICE update was in Dec 2022 when they assert:

Since then it has been confirmed that NICE continues to wait on NWBO.

Per the last 10-Q at end of Q3:

1,145.1M common shares [page 3]
0,045.0M C shares (at 25X conversion) [page 3]
0,318.7M employee stock options [page 14]
0.105.4M warrants [page 22]
0,032.0M convertable notes [page 19, details scattered]
------------
1,646.2M

That does not include Advent and Flaskworks milestones not yet paid, nor dilution in the past 5 months.

The only reason I am not sure it is already over 1.7B is that there is a small but steady stream of cashless option exercises that reduces the number a bit.

10K due in 8 days.

Yes. But the QALY for -L is not over a year.

The purported raw LY (life years gained vs SOC) can be seen from the KM chart. It is the difference in the areas under the curves through 5 years which can be eyballed as under .5 years. The Quality Adjustment reduces the value of a LY based on many factors. Most all P3 trials in oncology measure the Quality of Life as part of the trial. . NWBO failed to do this (because they repurposed and old P2 instead of designing a proper P3). Thus even if there is a real Q benefit it will not be established by the data.

The real question is why NWBO has not restarted the NICE process. NICE asked them a year ago for scientific evidence so they could start the evaluation. LP has not bothered to reply.

Could it be that LP knows the replies to their submission by experts in the community will be public?

They have not filed in the EU as far as we know.

An EU (EMA) approval would served as the basis for a UK MHRA approval. Previously this was based on the "Reliance Procedure"

and this year the "International Recognition Procedure" which is extended to approve in the UK based on approvals issued in some other countries (notably the FDA)

Does not go the other way though. That is why basically nobody goes to the UK first. Last year they approved a total of 7 new medicines that were not based on a EU approval.

Another incredibly stupid theory that points to the core fact that NWBO is only able to sell stock to those who believe in pure nonsense.

To whatever extent NASDAQ (or any other national exchange) hold previous governance failures against NWBO, the fact that NWBO left before the action by NASDAQ to kick them out completed changes nothing.

And NWBO's governance failures continue. Not holding the ASM is an example. The failure to vote on the 25% "true up" was another..

Approx 1.7B shares.

In addition to warrants, options and converts there are also a few deals such as Flaskworks that would have to pay out.

Seriously? You assert only 4 ongoing US/UK/EU GBM trials?

There are 426 GBM studies (recruiting or not yet recruiting) listed in clinicaltrials.gov. Most do not imply competition even if successful, but a few dozen do.

There are 15 trials with Keytruda, one of which is the ATL-DC combo. And 11 listed for Opfivo.

There are also 13 trials for NVCR's TTF (including a combo with Keytruda).

There is also the GBM Agile trial which I would assume anybody who claims to understand the space knows about,.