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.
Personally, I trust the body of work from LL & KA. The fact they continue to support and create awareness this late in the game as well as find new ways to improve efficacy by way of combination trials, etc says it all. I’d cut the noise and listen to these experts!
My sense is they will drop the news when it’s least expected and hopefully trap some shorts! It’s very likely that they release a TLD PR, followed by publication, and then another PR about BLA submission to the 4 regulatory agencies all in one week. And we could potentially touch double digit share price, if that sequence occurs!
Can someone post the link to the upcoming LL presentation tomorrow (if open to all)?
It would be interesting to see if she presents any additional insights from the one she did at Mt Sinai last month. Either way, the fact that she is continuing to talk about the ECA in relation to our Ph 3 trial to the scientific community at large is an extremely promising sign. We are certainly set up for success, just a matter of time! I doubt a KOL like LL and KA would otherwise continue to champion this effort. Both making several public statements to the tune of this is the most exciting and defining work of their career!
Another thing she mentioned today was the need for combination trial. She strongly believes that will be the future. Why would Merck not want to acquire NWBO as soon as TLD and publication is out? No brainer. And I’d pay $20-25B this year to secure their future.
It’s also clear that FDA is on board with using ECA and revised end points to evaluate our trial. Based on the ASM meeting yesterday and LL talks, it seems they may be going back and forth with reviewers of a major journal. The series of presentations from LL over the coming days/weeks will likely bring new set of retail investors from medical/scientific community as word continues to spread about the impending success of DCVAX. We are so fortunate to have LL as our lead PI and cheerleader. She garners such respect amongst her peers!
Wouldn't it be fantastic if they release TLD after market closes tomorrow and provide a sneak peak of the data at ASM after hours? As a follow up, we could see a publication in NEJM this Thursday or Lancet on June 1? Furthermore, gives LL the freedom to discuss it openly in her talk tomorrow evening as well and continue to grab the attention of the scientific community through ASCO....
LP and the team have been very strategic, and they could catch everyone by surprise!
Either way, we're getting close and will have a great day tomorrow as well!
I am sure it’s a bit of a learning process for the management as they are inexperienced at this. At the same time, my thoughts are that their scientific advisory board may have nudged them to hold off on TLD announcement, so they can line up a publication in high impact journal?
Agree 100%. I was fortunate to buy more before close yesterday. Holding around 250k shares now and I thought the PR today was very positive and reassuring. Still believe Merck is likely to acquire in the second half of this year as soon as one approval (UK) comes through. Will be good timing for the new CEO of Merck to showcase to the investor community the bold bets he is willing to make to shape the future of Merck and oncology treatment around the world. Merck has been criticized for being conservative, so this will be his way of letting everyone know how he plans to operate and change that.
It’s clear that they are unblinded and also trial is a success! They would have had to PR the results if it failed. My sense is that LL, Prof Ashkan, and others on the advisory board have strongly recommended a high impact journal paper in parallel with TLD to generate the credibility and buzz this vaccine deserves! They are onto something big and special, and often times you take an unconventional or totally different/unique approach when you introduce a game-changing (disrupting) technology. Stay patient and good luck everyone!
Personally, I think about the likes of Tesla that took the unconventional approach of introducing the electric cars and despite all the struggles in the early days, they are the most successful company in the space a decade later.
That's very interesting choice of words by a well respected neurosurgeon. "Reviewed many great submissions this year!" I wonder if he is a reviewer of one of the major journals such as NEJM or Lancet? ;)
Could Merck announce a buyout at ASCO? Wouldn’t that create a big splash! Just wondering if any M&A activity has been announced at a major conference like ASCO in the past?
This is what I had written a couple of weeks ago:
From a personal experience working in the medical device space and in charge of sales/marketing efforts, the bigger space/sponsorship likely translate to the many of the following advantages:
1) Highest recognition and differentiation with clickable company logo on landing page.
2) Possibly dedicated virtual exhibitor hall for top exhibitors.
3) Short company video on the conference home page.
4) Mention in welcome video.
5) Company sponsored symposium as part of the conference program during a premium time slot.
6) Live executive interview opportunity.
7) Live Zoom virtual office space.
8) Daily thank you note in mobile app & website.
9) Showcase a lot more digital marketing/science materials including static (flyers, publications, PPT, etc) & dynamic (video, GIF, etc) materials in their virtual booth than small to mid size booth/sponsors.
Well said.
Could this be the sequence of events?
May 31/June 1 - Lancet publication
June 1 - TLD (NWBO price jumps to $6-8 range)
June 2 - Merck announces buyout at some double digit billion market cap ($9B tax-free dividend likely to be available on this day to be deployed in a value-enhancing business development opportunity, as per the PR on April 29).
June 3-6 - ASCO
This sequence of events minimize any chance of AF and his crooks having major influence on the share price before buyout and/or overall sentiment by publishing bs, as he always does.
Perhaps Merck is requesting NWBO to wait until June 1 for the official TLD announcement?
Very interesting comments. Thanks for forwarding.
“We are open to any opportunity to add a meaningful asset,” president and soon-to-be CEO Rob Davis said on a Thursday call with investors. “We are open to all forms of deals and we have the capital” for those deals, he added.
It'll soon have some extra cash on hand, too, thanks to the spinoff of Organon, which is expected to wrap up on June 2. Once the spinoff closes, Merck expects "to receive a special tax-free dividend of $9 billion, which we hope to deploy in a value-enhancing strategic business development opportunity," chief financial officer Caroline Litchfield said.
It is likely that Merck will PR acquisition news in July when the new CEO officially takes over that position. Ken Frazier doesn’t retire until June 30, 2021. And Robert Davis takes over as CEO July 1. Merck has been criticized as being conservative...and the announcement of NWBO acquisition would likely change that sentiment as new leadership makes bold decisions to position Merck as a leading science driven oncology company with a really bright future for decades to come....
By the way, Novocure trading at over 40 times its annual revenue. Just saying.
Good point, and that could very well be true. Also, the fact that DI has repeatedly told posters here over the last 6 months that they are trying to get us over the finish line tells me they are confident in the final outcome and that he may be referring to the ultimate buyout scenario.....who knows!
Wow, so inspiring & terrific! I am going to listen to it every morning until we have TLD, LOL.
This deserves to be shared beyond this community. Thanks again for your efforts!
Nice volume to start the week. Over 1M shares traded in the first 50 minutes. Sounds like we’ll continue the momentum from the last 30 odd minutes from Friday...we are in for some exciting times ahead! Go NWBO!!!
I’d add Sawston facility certification application submission to MHRA in between April 28 and May 18.
Sawston facility certification application is expected to be submitted around early to mid May too based on their last PR on March 16. They said 6-8 weeks. A sequence of bullish news lining up starting April 28!
Agreed, they can not create additional shares if they have signed MOU regarding a buyout (being involved in one M&A recently). These things take a while, unfortunately. In our case, even though everything was signed and agreed upon on paper, acquirer didn’t PR and transfer cash to us for at least 6-8 weeks. And our deal was significantly smaller than what NWBO will receive, so I wouldn’t be surprised if this takes even longer.
Ultimately, it’s in everyone’s best interest that a buyout occurs because someone like Merck can accelerate production/manufacturing, sales/marketing, and approvals....thereby leading to early and broad availability of this game changing therapy for patients and families.
Agreed. It looks like they are negotiating buyout or major partnership deal. It’s also very likely that they have agreed on the structure of the deal.
This is the key and very well said:
“HE commented that a sure sign that the technology works and works better than anything currently available is that all of major pharma is and has been working on technologies to IMPROVE on what Northwest has INVENTED”
It’s extremely clear Merck wants it more than anyone else to protect their cash cow Keytruda. Just imagine where they can take Keytruda when combined with DCVAX in the coming years. Will doctors want to use Bristol Myers and Gilead drugs in the future when Keytruda combined with DCVAX or DCVAX alone can knock it out of the park with minimal to no side effects! It’s also about gaining market share for Merck.
Agreed. Further, they will be able to recruit new centers who may want to use DCVAX-L for treatment of GBM as soon as it’s approved in their region. And not to forget, there will be KOLs who’d want to network/sign up on future Direct trials...as word spreads about the grand success of ph 3 results!
Your understanding is correct. From a marketing perspective, we will have to continue to build credibility, particularly true when you are not amongst the top 3-5...and climbing the ladder...to continue to show to the community that you belong...it’s a multi year process of brand building...so they have been doing the right thing....
I can tell you again from personal experience that many smaller companies (as compared to NWBO) will not hesitate in spending the kind of money that NWBO is allocating towards these big conferences, especially when they are on the verge on something big!
By the way, I have also been involved in a buyout where my company was acquired by a top 5 medical device outfit...and we’re in a quiet period for an extended period...the DD and approval from board members of the acquiring company took much longer than what everyone anticipated including some of their own members...so what we may be going through is par for course...
No worries. I wouldn’t be surprised if they are able to upload their symposium/presentation video (by LL or whoever) on their virtual booth throughout the rest of the conference as soon as it’s completed to give more visibility...
“ it almost seems advantageous to be a bigger exhibitor during a virtual conference -- every person who "visits" the conference will be confronted with NWBO material, as opposed to just the people who intentionally or accidentally pass by the physical booth.”
Correct. They will also be allowed to put up a lot more digital marketing/science materials including static (flyers, publications, PPT, etc) & dynamic (video, GIF, etc) materials in their virtual booth than small to mid size booth/sponsors.
From a personal experience working in the medical device space and in charge of sales/marketing efforts, the bigger space/sponsorship will likely translate to the many of the following advantages:
1) Highest recognition and differentiation with clickable company logo on landing page.
2) Possibly dedicated virtual exhibitor hall for top exhibitors.
3) Short company video on the conference home page.
4) Mention in welcome video.
5) Company sponsored symposium as part of the conference program during a premium time slot.
6) Live executive interview opportunity.
7) Live Zoom virtual office space.
8) Daily thank you note in mobile app & website.
Is it likely that when LL and the advisory board saw unblinded data they were so impressed that they convinced LP to wait until the data is published in a high impact journal such as NEJM or Lancet? That’s probably the reason why they didn’t talk about simultaneous publication and TLD release back in July-Sept time frame last year.
Either way, this strategy of simultaneous publication & TLD kills multiple birds with one stone - lends credibility amongst the science community, accelerates and improves chances of regulatory approval pathway, free marketing leading to many new neurosurgery centers signing up for DCVAX treatment as soon as approvals come through...
Agreed!
AF law suit. For those in touch with CYDY management, you should forward this additional piece of recent evidence from a reputed board member on ihub.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=162998616
Agreed. I can attest to that from my experience working in the medical device world as to how things function in Brazil. Absolutely the right move from CYDY management!
Well said. I am invested in couple of other small biotechs (one being a much bigger investment than CYDY) and its ph 3 trial has run over 13 yrs. Go figure! And we are on the cusp of game changing data release. They have botched the timing in multiple PRs over the years given their lack of experience and sort of learning on the job. So not at all uncommon with these small biotech! In fact, that’s what you must expect, to be honest! ;)
But as we get closer every day, the confidence in retail investors (who have done their due diligence) continues to grow. As a result, one of these stocks is up 10x in the last 12 months, while the other is up 5x. No one is selling until the data release! Just the nature of small biotech investing.
Is it possible that Merck board is waiting to pull the trigger (a massive buyout) until the formal CEO transition happens. Announce acquisition in July or later?
“Everything hinges on approval. There are several companies with agreements to distribute in Brazil pending approval. So it's a horse race. First one there is the first one to the market share.”
Not sure if I agree with that completely. I do agree a study will likely need to be run in Brazil before an approval and potential sales activity in Brazil. However, there is no competition for CYDY with critical covid patients. None of the drugs have shown meaningful results with critical patients in any studies across the globe. So while they should demonstrate some sense of urgency in completing this study, if needed, I don’t think it’s a race against competition as you suggest.
They will run a study in Brazil. They should be able to fill it quickly given the surge they have been experiencing. It would be interesting if they could use that data to get approvals elsewhere in North America & Europe. That would be like killing multiple birds with one stone!
They should also talk to people in Indian health ministry, I guess. I read recently they are catching up with uptick in cases, and along with Brazil are currently the two most impacted nations.
You can do that. We are not concerned at all. I have done my due diligence - some of the COVID drugs & vaccines in Canada are still under review 6 weeks from application, so these things take time. Weak hands are gone, so these tricks ain’t working!