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In other words, don’t do anything that might provoke a non aggressively postured bear!
We all know that we are optionless (other than be very still and pray) if a bear decides to go after you.
Approvals are at the discretion of the RAs and doing anything that can backfire is an unnecessary risk, an unforced error.
Those opposed to nwbo/dcvax know this full well and would love for this and other unforced errors to be made, to snatch defeat from the jaws of victory!
Doc, I know you are knowledgeable and sophisticated, and this post is not meant for you, but hopefully to help others such as newbies.
FeMike, please consider that what is ok for an established player, like a BP, may not be the wisest thing for a disrupter trying to break through with a first approval that has been about 15 years in the making.
As the great American word poet, Eminem importantly stated:
“You only get one shot…”
How about
“ a watched pot never boils?”
“Good things come to those who wait”
“All in good time”
And the oldie but goodie:
Time, time, time, is on my side… yes it is!
Now that’s an idea!
The WAGS of nwbo investors (apologies to female nwbo investors, but the SASOs as in Spouses And Significant Others of nwbo investors doesn’t follow the TMZ analog for my weak attempt at humor) can be a club and support group for dealing with spouses who have been engrossed by nwbo and this message board for very extended periods of time.
They can have guest speakers talk on “How to deal with the urge to use that 9 iron when you’re not on a golf course” and “Resisting the promises of imminent great wealth” for examples!
Taking a couple of steps back to get the macro perspective instead of rolling around in the noise, the following can be noted:
1) overall strengthened position for nwbo
— TL results are positive & breakthrough
— DCVax safest & extremely QoL positive
— only GBM/rGBM w/long term survivors
— patients becoming aware & requesting
— DCVax production & treatment in UK
— revenue from UK & compass’n ramping
— UK support high & approval very likely
— FDA validated & sponsors ext controls
— OS gold std (pdf = not immunotherapy)
— peer reviewed journal pub will happen
— approvals are extremely likely
— DCVax effectively SOC in combo trials
— There Is No Alternative in near future
2) primary negatives
— continued target of attacks
— investors patience extremely taxed
— narratives of looming dilutions
— BPs may be threatened in cancer biz
— endless FUD
— nonzero risk of non approvals
3) remember 1)
— especially only long term survivorship
Bottom line imo, very frustrating waiting for ultimate widespread patient QoL and life extension success, and investor ROI rewards!
You know that approvals are the brass ring on this ride!
I’m not knowledgeable about technical analysis and charting, however looking over this chart it seems like every time the stock price based around a level for a while the stock broke out to the upside, over the past year or so.
Fundamental outlook of waiting for a number of catalysts to occur is in synch with upside breakouts occurring.
In any event we all know what the reaction will be upon any of the approvals!
PM,
I think I was feeling a little out of sorts at about 4am eastern and I was thinking about all the previous FUD our perma negative buddies have thrown around re LP allocating nwbo assets to cognate in the past.
For some reason I felt compelled to throw out a hypothetical situation that if FlaskWorks experiences some handling that doesn’t retain the strategic and financial benefits for nwbo, I would be pissed!
I subsequently did something unusual, at 5:30am taking my spouse for a drive along the Navesink River and over the Oceanic bridge to Rumson, where we did a quick 2 mile round trip walk over the same bridge while the early morning Sun was continuing its rise. Followed by driving to our favorite bagel shop for fresh out of the oven flagels with eggs!
Still didn’t get to sleep but at least I’m not hungry and out of sorts
Sounds like we agree regarding the strategic value of FlaskWorks. I wasn’t guessing what nwbo will do in the future, only that whatever is done properly protects and values this key and valuable technology for nwbo and therefore it’s shareholders.
I don’t disagree with any of the points you mentioned, which is par for the course.
Imo FlaskWorks is a strategic asset that has the potential to bring in significant revenues and/or be a lever for reducing manufacturing costs.
I would be careful in how this asset is valued and treated.
Nwbo got the IP with FlaskWorks, and aside from using the technology/process for DCVax manufacturing cost, speed, consistency and quality, Advent could be set up to manufacture for other cellular products, or licensing of the applications of the IP is another option that isn’t mutually exclusive.
Imo, in no event should nwbo management make moves to preclude nwbo’s use nor lose out on at least a share of any derived revenues, and in the case the technology is in effect sold or separated from nwbo, there better be an appropriate valuation and consistent compensation to nwbo in the full interests of the company and its shareholders!!!
Any shenanigans with this asset would anger me and I assume a great many shareholders who have been so supportive for all those years where survival of nwbo was an ever present concern.
One of the drugs they tried for my mom’s cancer got approved and at that point she suddenly faced paying over $30,000 per month (30 little pills, one per day) because it changed from experimental trial access (free) to approved but not on her drug insurance formulary (because there’s a lag) and therefore not covered at all.
So that would have been over $360k per year for the pills, and it had debilitating side effects.
Gary, as usual your thinking is highly reasonable and grounded in common sense, which tends to be lost to bureaucratic process these days!
Surely you jest, and stop calling me Shirley
I guess that’s why he is long 30 million shares of nwbo?
Call me an optimist but I think Bigger hold30 million shares is a positive indication!
BB, you are exactly right!
The minutiae are ok to dot all the eyes and cross all the t’s, however the existence of long term survivors where otherwise there would be none is all the reason that a safe and extremely well tolerated treatment should be made widely available ASAP!
Every life is sacred and every additional month and year of normal quality of life spent with family and friends is priceless!
Not accurate
True dat!
Watch the federal auctions for any Gulfstreams that have been commandeered from Russian oligarchs or repossessed from Novacure insiders
But if all else fails you might have to tough it with JUST one Gulfstream, or hang onto the nwbo stock (or it’s acquirer) until your original investment is worth a cool $1+ billion!
I don’t think I have the luxury of waiting another 10+ years, so I’ll settle for a jet sharing plan, with my relatively smaller nwbo position
Ike, of course there’s always a nonzero risk especially when the playing field and/or referees may not be level and unbiased.
That said, I know I can still lose my whole investment, however I find the risk-reward ever the more compelling. I may find my brokerage account down 100k-200k one day not far away, or with an extra $1-$2 million, and the phase 3 results and manufacturing and the regulators, and patients outcomes and demand for the treatment, all “promising” in the words of our fearless leader!
Getting out of bed, or even staying in bed, all involves nonzero risk of a loss of some type and degree and you can live your life constantly in fear, however it’s more fun to think about the often much more likely probability of experiencing positive developments and outcomes!
In closing, I leave you to ponder:
If a tree falls in a distant forest and no one is around to hear it, will they harvest the wood and produce the newspaper stock that the great DCVax Works headlines will be printed on?
PM,
Don’t forget, it’s his and hers Gulfstreams after approvals!!!
Just don’t go pulling an Elon with your flight crew masseuse
Or perhaps the plane is using stealth technology and it took off silently a while ago and has been stealthily on mission since!
In order to employ the element of surprise there needs to be surprise! Thus stealthy troop and weapons movements under the cloak of darkness, silence, decoys, and misdirection, until the moment of realization of what the plan actually is and imminent culmination and virtually assured victory!
Park bench futures are sharply higher in reaction to the Fed continuing to raise interest rates, so they’re hot commodities
(Caribbean shuffle rhythm)
Don’t worry, be happy !
LP won’t screw up this gig
Invest some more like mr big(ger)
Don’t worry, be happy !
La La La, La li La di La di dah
La di La di La di la
Don’t worry, be happy, don’t worry be happy!!!
Maybe all of the above!
Wait, are Adams and Scott nwbo or Advent or other?
That would be very NICE !!!
It should already be obvious from the rGBM endpoint success that the very few that might have been excluded because of immediate progression would do better than placebos!
Doesn’t take much volume in Stuttgard I guess. What happens with 1 million shares, moon shot?
17.8% is correct sorry for previous typo
Ladies and gentlemen nwbo is up 27.8% today in Stuttgard !
Wonder what happened?
Listen to the whole thing including all the questions, and the last question about how accessible and applicable/tolerable the treatment.
The last questioner happened to include in her question that EVERYONE is asking for the DCVax treatment. So evidently awareness is building as you would expect when nothing else helps, and thus an immediate demand for treatment.
So one could try to find negative angles and whatnot but the GBM patients are responding to the trial results and want DCVax as anyone in their unfortunate situations would.
Ah, it was quite literally wassup!
Thanks again
Thanks Bio!
Top scoring presentation should attract a lot of conferees’ attention and with great credibility!
As Old Blue Eyes would sing:
Start spreading the news….. !!!
Or if you prefer classic rock a La Pink Floyd:
All in all, it’s just another brick in the wall… !!!
I’m unpaid ihub poster so I couldn’t access your suppressed image. Was wondering what I’m missing?
Do we have any eyes and/or ears at this UK conference?
Any chance of live or delayed netcast?
People, people who need people
Are the luckiest people, in the world!
A real oldie but goodie!
PM, you’re a good ‘em and would offer the park bench under your back to an under their luck soul with no place to sleep.
God bless and GLTA
Is there something very important in the image you shared?
I’m not able to access it as a no paid member of this board.
TIA
BB, sorry to be a dunce, but are those times for Thursday morning ET USA or Friday morning?
That’s right
Who’s on first
That’s right
Who is the player on first
That’s right
Idunno
Third base!
Btw from a story on NW that I recently read, looks like NW stepped out of fund management of his fund family and another entity (Link, I think) did liquidations that we’re not popular nor well explained.