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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.
How you, GGB and others can stay so upbeat. The vaccine will get approved but the saga of this team is exhausting. I cannot defend them and haven’t since the May 10 mess.
So that issue is #1 or 2 along with the economy this year. So most Americans are conspiracy theorists by your reasoning. I saw the video clip of the so called “migrant” on cable news as well. The man crossing the border wasn’t implying we were to just wait and see because he was going to be a star on Broadway. He was threatening.
No. It is lack of management presence. When have you seen NWBO at an investment conference? Sure you can watch LL at an oncology conference but people care about $$$$$$$!!!!!!
When they hire a web designer to get it up and running they all will get a bonus bonanza of shares.
Yes. Up soon. Should take a few years.
Who cares? Was the company website that illuminating? Still should take them a few years based on past experience.
His analysis isn’t bad. He gives it a great deal of thought. He is not part of the brokerage or fund community so it has limited impact. His Wolf Pack obsession didn’t help for credibility. Years ago we were targeted by naked shorting and he was correct then but then went a bit too far down that avenue.
To be fair he has provided facts as to what has happened but he has also relied on company statements which many times have been misleading. The positive of finally submitting to an RA takes it out of fumbling management’s hands.
Overall you need to give the man credit for actual analysis on the science vs the malicious blogger presently out there.
Not to be sarcastic but an ASM is an obligation. Not too hard to answer. How about open quarterly Q&A? How about the plans for when they file with the other RAs? What will they finally start pricing the product at? Optimistic and pessimistic idea of revenue to come? Advent fees for commercial product?
Still waiting for any accountability to shareholders.
They are all one way arguments or slander of your character. Pretty gutless. It is a derangement syndrome. My private messages went from single digits to over a thousand since the man showed up.
I doubt many people answer him. I do not.
“NWBO will not be able to prove this. “
Of course you can. Just as attorneys quantify loses due to management misconduct with a shareholder class action lawsuit. Done all the time.
I am entitled to my opinion and when I first gave it this morning you went on to trash it. If I am entitled then maybe you should have not responded. Another point is you know nothing about me, my investment strategy or motives but you claim to in your last post. I am dealing with with facts of constant delays with morphing schedules. The most recent pre submission nonsense was they decided to redo some things so it was easier to submit to all the authorities. Proper management would have prepared for that a year or more ago.
No it is not. So if they delivered in 2040 that would be ok based on your rationale. Get a clue.
Tasks, time and $ are the goals for a public company. When Musk didn’t meet schedule for the goal of car production he slept in the factory and got it done. These people have shown over and over again they cannot get it done.
Many of us agree. Last ASM submissions to RAs, partnerships and better communication were all implied. One year later and they are operating the same way.
Before that they implied a journal article to go with TLD to go after naysayers. We got the journal article but 4 months late. The May 10th punt by management was unconscionable. Years before that many other promises not met.
What can they promise this coming year? Lollipops and rainbows. Time for a change and accountability.
Seriously? We all know this. We have known this for years. Until NWBO management provides proper outlook on $ and schedule of events to come ZERO analysts will follow this company and ZERO funds of any meaningful means will buy the shares.
Accountability is necessary. The Big Biz show is not holding management accountable. It does not bring any meaningful investors.
Stuff like this is what you are supposed to do. Even a losing tech like Nevercure can swing a spot on the docket. You must be prepared to talk $$$!!!!!!! Outlook! Outlook! Outlook!
Our team is a bunch of unaccountable losers.
“ ROOT, Switzerland--(BUSINESS WIRE)--
Novocure (NASDAQ: NVCR) announced today that management will participate in the 42nd Annual J.P. Morgan Healthcare Conference on January 9-10, 2024. William Doyle, Novocure’s Executive Chairman, will speak on behalf of the company and address questions from analysts at 7:30 a.m. PST on Wednesday, January 10, 2024. Mr. Doyle and Ashley Cordova, Novocure’s Chief Financial Officer, will participate in one-on-one meetings with investors throughout the event.”
Doubt it. Sawston would have more than enough capacity for nGBM and rGBM. If things moved swiftly, Advent would be paid to set up another facility. You actually think that LP would give up another cash cow? Get real.
I think it is. The share price is not indicative of a failure. At this stage a failure would be trading at $100 million mkt cap or less. Not $800 million.
New leadership is one that is accountable. It does not necessarily mean change personnel. It means change the methods. Hold people accountable to meet schedules and other predictions. Provide quarterly interactive Q&A with accredited analysts. That would be a change in the proper direction. Investment funds could then rely on analysts.
Right now it is we promise or imply but then along the path investors get excuses. Accountability is required.
“So there's various factors why we think and we share your frustration, and we think that the circumstances already are improving and should continue to improve, we think. “
A year later and nothing has improved. It is not up to the shareholders to improve this. It is up to management. Inaction and ineffective strategy. The Big Biz show. Did anyone other than the truly naive believe that was a reasonable effort. Does the lack of outlook (schedule and $) play into analysts of any significance following this company? You bet it does! Until management changes the shares will receive zero recognition by fund managers.
You were promised a change a year ago. You got nada! Partnerships were implied. Nada again. These folks are practically glacial. We are at least waiting three to four months for the next worthwhile news from MHRA.
To the BOD. Change this ineffective strategy with a change at the top.
No outlook for analysts to use so they can follow the company. No $ estimates for an investor conference.
Considering they do not meet the outlook- EVER. It is obvious. The only outlook to be sure of is the bonuses.
Instead of hoping as a shareholder you should have a right to know. That is a big accountability issue with management.
No…. According to LP; Thank-you.
Got it in the last PR. Her personal thanks to us all.