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So, a wild guess is that she got this honor and publication with the goal in mind that she would be describing the results of the trial. I am sure this is not the publication they are talking about, but it should also give us a hint that they will likely have to put out a TLD PR prior and that the publication in a medical journal will happen before this comes out. I am assuming that the article will not be 240 pages and that this publication will be more about her journey through this trial and her view of how this trial fits into the future of immunotherapy.
I am fairly certain that they meant the announcement would contain information of a forthcoming publication and that the publication would follow shortly after that announcement.
Big fan, both here and on Twitter. I don't think that, regardless of being the lead RA, FDA will be first to approve DCVax-L. I think Dr. Ashkan has been engaged with the MHRA for quite a while and that they will be first to approve. If you look at the ramp up of employees at Advent, it is clear to me that they are close to getting there in terms of being approved for commercial production. That ramp up has to be related to the ongoing discussions/BLA that is happening in the UK.
Seems like Dr Ashkan has had a good and open dialogue with MHRA for quite some time. I also like the fact that MHRA is trying to establish themselves as a less resistant RA, which manifested itself in the many Covid Vaccines. I think they are looking at the separation from the EU as a chance to become the frontier of drug approval, which could possitively benefit NWBO.
I think that it is important to look at the timelines of the loan. They will start repayment November 1 and the maturity is 22 months. I HOPE this is a sign that they expect to start generating revenue this fall.
So you also see the UK approval as the first step in the approval process? I think this is a faster way and will likely speed up the approval process for other RA's.
Agree. Buyout is not a near term event. Results, approval and commercialization are next 3 steps in this process. Maybe uplisting at one point in the process should be happening too.
As I am involved in both real estate (Broker) and Mortgages (MLO License). I was bored 6 years ago and got my broker's license and this summer when there wasn't much to do, I got my MLO license and invested in a mortgage bank branch. I agree that the severity of the real estate market is completely overlooked. There will be a flood of properties on the market in late summer/fall due to the delay in mortgage payments/rent. I am thinking that if we get TLD before then, I am buying a few homes towards the end of the year.
OK, but my response was in regard to the latter part and BP suing NWBO if used for non-approves cancers and that MD's would not suggest this non-approved use.
When it comes to MC post TLD, I think some investors will take this and the potential of Direct into their investment scenario. I do not see it hit $50 for the foreseeable future, so I agree with you on that aspect.
I never addressed todays action. I could care less about the SP prior to TLD. I also don't care if all the worried longs sell their shares. I love the comments about them wanting to sell their shares, like we should worry. I only care about my situation and how/if I can contribute anything on this board, as we have some amazing posters who are super detectives.
I have NEVER said anything about any BP. I have continuously said I highly doubt a buyout for the next couple of years. Not sure why this is relevant in regard to your comment about a drug being used outside the scope of the approved use and how you think BP will sue. What would their lawsuit be based on? You claim to be an attorney. Please enlighten me.
Adding here in the high 1.30's
Only strengthens my faith in NWBO that they have activated the whole crew and that they are stating completely factless claims and the usual straw grasping.
Agree, Sir Nickel. There's a complete lack of understanding of the process from quite a few people on this board. IF they are indeed using the strategy of TLD alongside a publication, they are not past any normal timeframe.
Agree. Happens much more than people think. I have even seen some insurance coverage if the alternative would be high cost care without approving the non-approved drug. But, most insurance companies are not that thoughtful and most would likely not approve the cost, which, like the legal system we have, it becomes an advantage to be wealthy.
That's because you are not very informed about US medical situation. You are entitled to your opinion, but I have personal experience of use of a drug that was not approved for one situation being used to treat it because it was successful in another situation and the doctor felt there was a chance it might work, which it did.
If I was a betting man, then my money would be on a long and open dialogue with MHRA have already happened and now they are fully focused on MHRA approval. That would be even better than a publication in terms of validating the result.
To be frank, I think people here focus too much on the process with the FDA. I think we will get UK approval way before US approval. I am thinking that "the third party" people are talking about is MHRA. Dr. Ashkan has been pushing for this for a long time and pushing the idea of an open dialogue with them. Are they simultaneously working with EU regulators? I do not know, but if they started this process long time ago, before Brexit, that is likely. I understand that the FDA approval is very important, but approval in UK and EU would put serious pressure on FDA to push through approval. If I was in charge of NWBO's strategy plan, this is where I would use my energy, while simultaneously working on the FDA, JMHO
Sawston is in Cambridge. Same facility.
Finally, a news story for the feed that replaces the last one from October. That it is a positive one should only add to some positive momentum.
It works for us investors, but won't have any short term influence on the SP.
These guys are stealth. They are definitely very good at what they are doing and relentless in keeping the price down and collecting shares at these extremely low levels. I tip my cap and have been coat tailing them and picking up shares. They are fairly hard to predict, so I guess I have been lucky guessing where they are going.
It's a beautiful day in Zamunda. Got my order filled at 1.40.
It could be going through the revisions.
Not as scientifically versed as you are, but for what it's worth, I agree 100% with your analysis.
I know this sounds like a broken record from me, but any talk about buy out the next 2-3 years (until full commercialization of DCVax-L and Direct) is just not realistic. LP will never let go of this until she has taken it as far as she believes it to be a success. I even doubt that we will see any JV in this time period. The cards are slowly being turned over and it looks like she is lining them up to continue the road to commercialization without any BP assistance.
If we get TLD within the next 4-6 weeks, I will get a pretty nice boost to my short term portfolio. :)
What is important in an investment scenario like this is that the arrows are pointing the same way. The individual investor should make their own determination on how they feel the dots are connecting. These past weeks have made me feel more confident that we are definitely heading in the right direction and I feel that the increase in new posters with completely fact less claims about the failure of this trial is just another arrow pointing in the right direction.
I, for one, have actually taken part of my day/short term trading funds and put them in NWBO (also because most of the other stocks I monitor and trade in are in a weird flux right now) I bought 1x at 1.50, 2x at 1.47 and 3x at 1.44, so my trading holdings are currently sitting at 1.46. I am not planning on holding these for years like I am with my long term holdings. I normally have a 4-6 week horizon on my short term portfolios, though that obviously depend on other stocks on my watchlist and on whether TLD will arrive during this time line. I am planning on a 4x buy should the SP drop to 1.40 but have not considered anything past that.
We are all trying to connect the dots here. I think that there's a "chance" that these companies are acting in synchronicity which bodes well for the future of NWBO. This is of course just what we hope, but there's ample evidence that it could be true.
I added CRL to my long term portfolio Thursday.
I am not digging anything....I was speculating about a possible relationship between Cognate being acquired and the rise in willing sellers. Nothing more or less, just speculating. It seems most people do not think that is possible, so I am fine with my speculation being wrong.
I ran a company that was acquired by a publicly traded company and we had to liquidate certain assets prior to closing that deal (Though not share holdings). So I was just curious.
I have no intentions of selling any of my core holding in NWBO the next couple of years, so I really don't care about daily SP. I did buy some trading shares today at the dip, but the profit/loss on those are not very important in the big scheme of things.
I meant for the past one month plus. Maybe they had to liquidate their holdings prior to being taken over. Again, just speculations as most people think warrant holders are friendly and we have seen a solid selling pressure going on now for a while.
Could this be Cognate selling?
Purely speculative.
Could this selling that's been going on for a month plus be Cognate unloading their shares prior to the closing of the sale to CRL? If the warrant holders are as friendly as most people seem to think, this could be one explanation for the sudden appearance of willing sellers.
For once, I have a need for a PR LOL. This is the first time I am trading for real in the stock, as I see these price levels as a great opportunity. I do, however, still support managements silence until they are ready.
Been adding at 1.50 and 1.47. I will add buy orders every 3 cent down. These are not long term holding, but part of my trading portfolio. Hopefully the will be in my holdings until TLD, but if some of my other 'watchlist' stocks start falling below my target price, these will be unloaded and used to diversify my trading portfolio.
Definitely warrant holders de-risking today.
New buyers are very patient and not getting carried away. They know impatient retail will eventually lower asking price. I am following their lead.
These dips are getting expensive (again). Buy order at 1.50. If I add more to my holdings, I will soon be a single company investor....
Exactly, hitting every bump on that road......