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Haven’t posted or read the board for a while now. Hasn’t changed much. You are being obtuse because you know ALT-DC is the term used by UCLA that is the same vaccine as DC-Vax. The board as bad as politics with each side taking a corner and truth be d$$ned.
Your statement - “That is clearly an ATL-DC with Poly-ICLC added in to the final activation stage.
Nothing about DCVax-L though.”
As far as the new BOD member he may be a smart businessman but still lacking in real world biotech expertise.
I’m long but you have to admit there are numerous things that have past to make any investor suspicious. Do you not think it is time for investment conferences and interactive quarterly Q&A?
It is over 13 months since the last ASM and Les going on the Big Biz show reaches no one of any consequence.
Are you not a little bit miffed?
The way I see it the Plaintiff starts with as broad a scope as possible to claim the most monetary damages. As the defendant whittles away some the claim gets more focused and possibly a settlement but if not a court trial.
I read it as an opportunity to amend. Not a dead end. Seems to go on with every lawsuit that may be too broad. Back when NWBO was being sued a decade ago Plaintiffs had the ability to amend for damages.
To be honest I do not know who is winning. But I do know the case continues.
Years ago he was an analyst that covered NWBO with a more than favorable assessment. During the beginnings of the 1 yard line pump. Over a decade later the company is still waiting for approval.
I am not. They have been more than stubborn. A partnership didn’t happen years ago when needed. With a successful product I do not see them selling. They are within 4 to 5 months of approval. Doubt there will be a sale after that.
Decent observation on your part. I have explained since the May 10 debacle why the shares have performed poorly. Navid makes a fortune by being a yes man to a poorly run company. Why poorly? They cannot predict a schedule or provide proper outlook to investors. Not many fund managers would consider NWBO in their portfolio without the predictability. No analysts will follow them. Name me one credible Wall Street biotech analyst that handles the company. See if you can get the more bullish posters to come up with a name. I have been here over a decade and those analysts are long gone because of lack of management discipline.
I do not know how fast or slow approval will come. Your take could be correct. I am just flustered at the lack of proper financial and operational outlook by this team towards shareholders and the market.
What a great reason to participate in an investment conference. Only a dream for many years. You should write the BOD and make it a reality. This non financial outlook with the markets has gone on for far too long depressing the share price.
Exasperating watching them not market the company. And they now possess more than one IR person. What do they do?
Better but still hedging on schedule. “Several months” and “supply chain” still makes me suspicious because they have lately used this language to hedge. We waited 14 months since the last ASM for this progress and they had been working on Flaskworks years prior.
All I can hope for is their “several months” lines up with UK approval. I have little faith in these people due to history.
You know all the work is for all solid cancers. Sawston has storage for over 240K patients if a treatment is 8 doses. Brain is a fraction of that number.
I am shareholder. Quarterly updates should be had. Not 14 months and still zip. I am not willing to give them any slack following the last few years. We deserve accurate updates and a two way Q&A. Not just what she feels like talking about at an ASM.
If that is your position, and not mine because I lack information, they just need different, competent engineers. Not more. It is a less than ten person job. 2 mechanical, 2 electrical and that is generous, quality person, couple medical folks for analytics, draftsman and 2 technicians. I doubt any casting or mechanical parts are made in house.
This is really not a big job. Either it works or it doesn’t. At this ASM, if they ever hold one, we should know.
We haven’t been updated on much so Flaskworks is one of many items. I have been a design engineer with many products I have designed currently in use that meet stringent operational requirements. All DARPA projects. 50 to 75 engineers is a bit rich. There were not that many engineers on a next generation torpedo I worked on. Many different sub systems from guidance, nose cone, sonar systems, propulsion, ordnance and more. You could knock it down to about 10% of your personnel estimate for Flaskworks.
As far as the payments, I cannot comment on that aspect. Could have been compensation in C shares. Or many other reasons.
They have agreements with UCLA and Kings College in Cambridge. That is true. Both of them can make the vaccine and do research.
Tell me how you have information on this as you state it as a fact.
“NWBO has stopped developing Flaskworks”
I want an update from them on this among many items.
Great. This has had about a thousand views. Thinking someone making a video even if laying out a clear case for NWBO will change perception and stock direction is wishful thinking. Management needs to change perception. The past three years have been one misstep after another for perception.
I think he deserves the money. He has performed. Since his goals were set forth by their compensation committee the stock has gone up 800%.
If NWBO gets this share price at a reasonable level ($8 or higher) I am all for them being rewarded. Now. Not at all. And I didn’t vote for them to get the compensation last ASM. They leave too much to shareholder imagination. Anyone have a clue the status of Eden? Is it close to ready or one big money sinkhole?
Judge blocked Musk’s compensation. A shareholder with 9 shares disputed his pay and brought the case. It will be overturned in a higher court. At least Musk’s compensation was tied to the share price as it should be. NWBO compensation should be tied to share price. These folks have been rewarded improperly.
My stability has reigned over a decade. After a period of the last few years you lose faith.
Useful post. Thanks. This excerpt and the last patent just approved points to tissue agnostic and off label use even prior to studies or while studies are taking place.
Maybe he will play some smooth saxophone.
It all links to the contractual agreement between UCLA and NWBO linking all changes to prior patent art as well. All patents continue to be issued all over the world to NWBO. You can look them up yourself. Don’t be so lazy. Start in Japan and Australia if you want.
At this point you choose to ignore facts. Just dumb. Have a happy.
They do not have to be involved with the trial! Any commercial sales following approval from the FDA, the Canadians, the EU or UK or anywhere in the world belong to NWBO. It is a big win for NWBO because the trial cost them ZERO $.
I have no more to give you. You can do your own research dating back to 2000.
Your statement below is wrong. It has everything to do with NWBO. It is DCVax L but only under UCLA’s name that UCLA uses for the vaccine. NWBO paid UCLA for help in the development of the vaccine. All commercial sales in combination or monolithic therapy are owned by NWBO. You probably have not learned from this post because others have probably stated the same. So you have a comprehension problem or just do not care for the truth.
“That drug is NOT DCVax - L and the combo clinical trials have NOTHING TO DO WITH NWBO.”
I agree with Doc. UCLA doesn’t own the commercial rights. NWBO does.
An actual useful post. Thanks.
Waiting around with implied or given milestones just around the corner. They played any long term holder like a fiddle.
We disagree. Woodford had money and was leaning towards a takeover with AZN ( speculation on my part). And after that whole fiasco at an ASM it was stated they almost lost the company. To me it meant management almost lost there jobs but we would have been folded into a BP. I am sure that is why Ondra partners was booted and not for the excuse they gave. My opinion work was being done to assess what the company was worth. LP just couldn’t let go and dragged us through a decade of pain and excuses.
True. But you need to have a management team willing to sell or partner. For years they have controlled the majority of shares. And if any disclosure agreements were signed with discussions, nothing hostile would take place. With pending bonuses this management crew could easily control over 50% of the shares with other friendly investors. Nothing would take place especially at this price. They could raise funds as well for any corporate fight.
Never anything concrete but unlike you I see a product that is a paradigm shift and management that has mishandled the shareholders and company.
I am not that negative but this team stretches the faith of shareholders. Over a year ago at the ASM promises of partnership(s) and fillings with multiple RAs would lead one to imply more timely execution. All they achieved on the above list is one submission. And not until the very end of the year. It is going on more than 13 months between ASMs. Can’t even muster a shareholder meeting in a timely manner.
More like a year away.
Wow. How to put your company out there! What about the other submissions? What about revenue projections? What about what is paid to Advent for commercial product? What about agnostic tissue? What about quarterly conference calls? What about analyst that make a difference?
Without proper outlook and proper communication ZERO analysts will follow the company and ZERO major funds or brokerage houses will buy or recommend the shares. It is the Big Biz mentality. Sad.
It would be better than all the fawning over NWBO. With a sense of reality of NWBO past performance your posts would be more palatable. I stopped reading the lengthy ones a while ago.
If the managers of NWBO provided proper outlook there would be more NWBO talk.
And for no foresight on the matter is even more incredulous because they had years to prepare for the reveal of TLD.
“
May 10th could no doubt been handled differently if they knew what AdamF was going to do and how far his influence would stretch, but I don't know how that would have been possible.”
Andy Grove the very early successful CEO from Intel said something like “only the paranoid survive”.
They are in a management position to foresee the pitfalls. They constantly fail at this.