Poor Man: "If I was offered $3.50 a share on Monday, I’d take it."
I take that to mean as-is or "as of today" when TLD has still not been released yet. Because there is no $3.50/sh after release of TLD. It will either be below today’s price or multiples of that higher, IMHO.

They have a direct line to GBM oncologists, so I assume Novocure exec's insider selling is a response to the communication they are receiving. If so, that would corroborate our Long thesis that once DCVax-L reports, a new SOC will emerge.

That's an attractively plausible explanation.

MiD, Makes sense and I believe that is the case and the background we are operating in now. Thanks again. Very positive.

Possible. See post 436315.

Same. Feel very sad for the Ukrainian people.

Gary,
I think the doctor has to assess how much of each to add into the cocktail. At max dose of everything in the brain cavity, would merit getting a second opinion.

I don't know but I think an L cocktail on any solid tumor would be very personalized and super effective. But testing dosage is important because a key benefit of DCVax is the "no toxicity". If made too powerful by adjuvants, then I don't know.

On the commercial name, anything that rhymes with "vax" would be fine (just not tax). I say this because that is consistent with my hope and potential of using DCVax as a prophylactic preventative treatment after surgery and across low grade benign cancers generally.

Thanks Flipper. Complex. I had to read thru several times to digest. Basically single agent treatment results in an adapting ecosystem can be optimized.

Formula: DCVax-l + CI + CSF1R (odd-3397) + poly ICLC.

- DCVax dendritic cells is the activation signal to get peripheral T-cells and B-cells to go into and kill tumor cells
- CI checkpoint inhibitors fight against the tumor’s defense mechanism of turning off the T-cells ability to see cancer cells (tumor sends PD-L1 to bind on the attacking T-cells)
- CSF1R (odd-3397) is the inhibitor that reduces CSF1R so there is less suppressing of the immune system and lowering of macrophage levels
- Poly ICLC is the chemical that induces inflammation, so the immune system goes there, and as such the total response is enhanced

ha ha. 4 was just not prime time.

2 is also an auspicious number. It rose to be a prime number against all odds.

Today at 2:22pm February 22, 2022 is officially a Two's day.

Skitahoe,
Yes I agree a partnership does not mean no buyout ever, just time to consider. It gives time for some of the known-known potential growth drivers to prove their merit and for the known-unknown ones to emerge as well.

And NWBO's valuation cannot be some version of a mathematical multiple of peak sales, single market 1 trick pony company. There are many layers of valuation premiums to be paid and for control of a dendritic cell technology platform.

Separately I think unfortunately the world marketplace is becoming too monopolistic because there is too much excess profit at the expense of others in that. There is societal good for staying independent as well. That would be my preference if possible, and if potential is as big as I think, then there would be a strong economic justification for that too.

Best.

Also agree buyout talk is a little premature. I already modeled out how a pro forma buyout conversation between LP and BP would look like. See post # 442986. It turns into a partnership.

Doc, The idea is maybe DCVax-L can be a prophylactic treatment. Benign tumors have risks of becoming malignant even after preventative surgical removal. I think with no side effects and sizable possibility for "no tumor recurrence", DCVax becomes an off-label option that all doctors discuss with patients. And in the case of non-operable benign tumors, maybe the same conversation happens with DCVax-Direct. However I do not have direct experience in how these type of conversations go.

Yes.
And one thing I do wonder is, generally how far along do comparability adjuvant trials (Ph 2 or 3) have to go on for before oncologists feel comfortable using it off-label, like in adding poly-ICLC to DCVax.

Sukus, The key phrase for me is “no tumor recurrence”. It is based on a Phase 1 trial, but I believe LL makes this statement knowing it is strongly supported. They already have the Phase 2 follow-up trial running, and it has been running for 12 years (60 persons, open label, malignant gliomas, and study completes Jan 2024).
https://clinicaltrials.gov/ct2/show/NCT01204684?term=dendritic+cell%2C+adjuvant&cond=Malignant+Glioma&cntry=US&state=US%3ACA&draw=2&rank=1

Assuming a convergence of DCVax-L approval, “no tumor recurrence” on 50% of patients (Cure), and NWBO gets patent approvals, then I can only believe all glioma patients will be in FOMO mode, including their neuro-oncologist. So, broader than GBM, maybe a lot broader.

Cancer recurrence rates:
https://www.cancertherapyadvisor.com/home/tools/fact-sheets/cancer-recurrence-statistics/

Thanks and needs highlighting. Let me add this:

Broad Patent Protection + Statement below (infers "Cancer Cure") = Proprietary NWBO Platform to Disrupt Existing Cancer Therapy
(possibly an analogy is Genentech and launch of the then next major biotech technology platform being monoclonal antibodies, mAB)

"The group that got dendritic cell vaccination plus poly-ICLC had a 50% survival rate and now the majority of these patients are reaching 100 months and with not only survival but really no tumor recurrence."

"The group that got dendritic cell vaccination plus poly-ICLC had a 50% survival rate and now the majority of these patients are reaching 100 months and with not only survival but really no tumor recurrence."
👏$nwbo #dcvax #glioblastoma $mrk $bmy $rhhbyhttps://t.co/DJ6OjrJkTl

— rj (@sharpie510) February 17, 2022

Very complex and deservedly so to explain. Here’s an "oversimplified" way to explain this matter of, how counterfeit shares are created, if helpful for people to understand.

Think circular check kiting schemes of old. That is the using of multiple checking accounts (related entities) to deposit (nonsufficient funds, NSF) checks between each other. The 2 or 3 days it takes for checks to clear is the enabler. The “T+2 days to settle” in stock trading today is the enabler for counterfeiting shares.

The check kiting process is simple. Banks release funds after a check hold period. Checking accounts appear to have a positive balance because a steady flow of accounts receivable checks deposited are “about” to clear. For example, if a bank puts a 7 day hold on a check, you maybe need 3 checking accounts, kiting between each other to work around it. This scheme goes on indefinitely until a mistake happens, like the conman forgetting to make an NSF check deposit on time.

The picture comes together when looking at the participants and their roles:

Circular check kiting: retail receiving NSF check (victim), conman (thief), retail bank (unknowing participant), FBI (active enforcer).

Counterfeit shares: company/retail shareholder (unknowing victims), short hedge fund investor (trader pays interest to market maker), DTCC bank/market maker (black box, so alleged scenario is they loan phantom shares to the short hedge funds and collect interest, phantom meaning 1 actual share used as collateral on multiple loans, rolling never settled, Fail to Deliver), SEC (one eye shut, other eye blind, enforcer).

So what is the possible solution? Have all trades clear in real time, no more T+2. One solution is to use blockchain technology.

Counter measures to the short's over-the-counter ones are about to be revealed.

Thanks Soj!

You mean this one: Lucy Komisar interview with Marc Cohodes

Karlchen, you are an original artist. It is a soothing melody with song and narrative of the NWBO story.

Beautiful, everyone should give it a listen.

Thanks Captain. Also something tells me you will appreciate this (posted previously but just in case). The musical sounds emote to me the NWBO story and the journey of a multiyear build up to DCVax results. (Youtube: The Good, the Bad and the Ugly - The Danish National Symphony Orchestra)

I agree we are much further along than most people think. The large number of months since data lock, almost undoubtedly successful trial results, significantly positive developments along the way, and NWBO's fierce determination to maintain a quiet period, can only mean the goal of "time + quiet" is to shock and awe.

I think appropriate music that represents the journey in coming up to this moment is:

On the topic of buyout. Remember this scene from The Godfather. Bonasera (friend from the past) is asking Vito Corleone (The Godfather) to avenge his daughter after a group of guys viciously attack her. Corleone is insulted that this man comes to him for help but offers him money, treating him like a lowlife hitman, and not as a friend. Because it’s not about the money. It’s about family. (in NWBO’s case, it is instead about a respect for the strategic value of a new drug platform, the premium value it gives BP with expiring patents, a requirement for dedication to developing the platform to be a cure cancer, and then finally about the money).

Adapting this scene for NWBO:

Pharma CEO: How much shall I pay you?
(Linda Powers turns away dismissively. Pharma CEO twiddles his tie, smirking and smiling to his $1K/hr attorneys.)

LP: CEO, CEO, what have I ever done to make you treat me so disrespectfully? If you’d come to me in friendship and partnership, the Generics that are about to replace your existence would be suffering this very day.

And if by some chance an honest man like yourself would dedicate your career to advancing the best platform for fighting cancer, even at the expense of cannibalizing your own drugs, then patients and families would come to love you. I could be your friend.

Pharma CEO: We have corporate plans. You think in my employment are the Ex Three Stooges.
(Door opens and in comes AF, the man himself, smiling AF.)
DCVax is an accomplishment. You deserve to be rewarded. We will pay a handsome sum.

LP: Again you treat me this way.
(Looking at Pharma CEO and then down at AF.)

You bring to me a man that does not know respect. If I invent the number zero, he would say, “hey thanks for nothing”.

(LP then taps on the table. Another door opens. Into the room walks Cofer Black.)

(AF turns white. One can hear a needle drop. Then, a droplet of liquid hitting the floor underneath AF’s seat can be distinctly heard.)

Pharma CEO: (Realizing what just happened, a long moment of silence, then) Please be my friend and partner, Godmother.

That is most interesting. Could there be some synergy that comes with releasing TLD and medical journal publication at the same time, for marketing purposes, such that DCVax becomes more quickly accepted by the medical community as the standard of care treatment? Also helps insurance providers?

Very important point. Thanks for saying it.

I think at the core is the question, is Northwest Biotherapeutics really "the one"? All retail dream of the same thing, to find the 1 in 1,000 opportunities, a stock under $1, that will go up 20X or 30X, based on due diligence, not gambling, and be fortunate enough to have invested a substantial sum.

Also at the core, is the concept we all understand: diversification keeps a rich man rich, and a poor man poor.

Is NWBO the one? We all have to decide on our own. Fortunately we have this 1 in 1,000 rich message board community of industry folks who are generous to share their understandings, research, and due diligence.

And if NWBO is the one, it goes back to Sojourner's key point. The professional manipulators out there know that too. They definitely want to steal your shares after TLD. How? Plant the seed into your head of a market cap top, early on, so you schedule the sale of some shares between $3 to $5 after top line data. Because human nature is such that, if you do, selling the rest is a natural next step with some coaxing, and all will be sold by the time it goes to $8. Then Murphy's Law, as everything begins to kick in, including kicking oneself, as the price jumps to $20 and much higher over time. All IMHO, not investment advice.

Sorry for the loss. Take care.

LOL

Here goes: A Flow Cytometry Analysis specialist, a Manufacturing Manager, and a Validation Engineer walk into a bar and orders drinks and ask for a menu.

Bartender: Sorry only drinks today, no food. The chef was fired yesterday, finger got stuck inside the dishwasher. Embarrassing.

Flow Cytometry Analysis Specialist: (proudly) Simple diagnosis. The finger is blocking the water from reaching the water level sensor that activates release of detergent.

Manufacturing Manager: The key is to remove the finger. That will remove the blockage.

Validation Engineer: And turn the dishwasher off for a minute. That will reset the sensors.

Bartender: No, no, no. The chef was fired because the dishwasher was pissed and was threatening to sue the owner. You guys must work for that AF guy.

Validation Engineer: That's right, we are his biotech investment advisors. How did you know?

Soj, 8 is also the symbol of infinity, so it is always a lucky number. Happy Year of the Tiger everyone. I am a convert. Now I do believe in luck. True luck is the result of hard work and patience. Meaning rewards tend to have a follow-on effect beyond one's original expectation.

Well I do have to admit, maybe 10% of my buying has been motivated by anger at the manipulators.

Thought I had found a bit of undiscovered info, oops.

But given this registry of glioblastoma patients, with IDH status, overall survival records, and with 274 patients in the population, I would think this 209 patients with wildtype IDH status can serve as a sufficiently large external control arm for our DCVax trial. Maybe that's all regulatory agencies need.

Yes information is available, just found this on overall survival data for IDH status for glioblastoma patients.

IDH mutation and MGMT promoter methylation in glioblastoma: results of a prospective registry, Dated 2015
https://www.oncotarget.com/article/5683/text/

274 IDH1/2 glioblastoma patients: mutation 56 patients, wildtype 209, NA 9

Flipper, please continue posting, breaks are fine. I always appreciate your posts. They are to the point and invaluable to me for navigating this labyrinth of information and, believe it or not, in surviving this waiting game. I take comfort that someone (you), every once in awhile, expresses a sufficient amount of properly worded frustration about results taking too long to release.

Didn't know that. I'm hopeful that's the plan, that after results we get sizable cash from a partnership to fund Direct into multiple cancers and explore other opportunities.

Indeed, and so many, too rich, details to list. Educational. An eye opener is Marc Cohodes' discussion about Citadel's role in the GameStop saga of Jan 2021. They are in all sides, of all trades, order flow, all types of transactions. And they can legally naked short because they are market makers.

Wow. That is the most visual and creative description and allusion to dark pools and private trading exchanges I have ever seen. A forrest, the party at a mansion, the mythological Minotaur (that eats young and maidens), and the centaur shooting arrows. Now I feel like I arrived to a gun fight holding a pair of chopsticks.

The Danish Dude has a video, in his website, an interview of Marc Cohodes about a case against Goldman Sachs and separately talks about Citadel in connection to the Gamestop situation of Jan 2021. Exactly as you say. Worth watching.
https://knowwhatyouhold.com/t/how-to-counter-the-threats/56

Flipper, Thanks for compiling and sharing these 22 points. I can literally now see that all ducks are in a row, and perhaps a lot more!


I think the cloud of dust building up in the background are new investors.