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Regarding sp movement, imho we are all being jerked around by “programmed trading” writing the script for the sp until this grip is broken.
Obviously I believe the grip will be broken and expect a combination of catalysts to break it.
Until then I have become numb to the sp daily and weekly gyrations.
Alphapuppy,
Has your view gone negative on the prospects for nwbo ? Because of an insider sell of one insider into a positive event?
Is there more, and are you long?
I’m an unabashed long especially now that we are waiting for the big binary event of first approval in the UK. I’m interested in your views as someone who was constructive and sounding less so now.
The reason given for Navid sale was to pay a tax obligation.
It was at least $180M
The success will be all the sweeter!
All the FUD is meaningless. The MAA is being evaluated for approval by the MHRA under the 150 day process and with consideration of GBM being a particular indication that desperately needs new breakthrough treatment!!!
All we need do is wait for the approval now, period, exclamation point!
FUDsters are more than obvious mercenaries and karma is a biatch!
The sp is under manipulative control until the grip is broken, hopefully soon this year.
Then the true value will begin to be realized imho.
Thank you for sharing this!
I agree completely!
We shall see how things play out.
Btw, Ford is losing about the same dollar amount per EV they sell as what they sell for. Actually they might be losing more per car.
Ford doesn’t yet have the production infrastructure and EV design optimizations that Tesla has, since Tesla was a fresh new start from a blank page driven by engineers (I consider Musk to be a great engineer whether he’s degreed In engineering or not) and a quirky genius.
Tesla will certainly be selling EVs, and even Ford might learn to design profitable EVs at some point.
Imho it’s make or break for nwbo this year
It wouldn’t be a share for share, it would be x shares of nwbo per share of a BP.
For example Merck shares are around $120 per share, so hypothetically a $30 per nwbo BO could be 1 Merck share for every 4 nwbo shares.
Roughly half of my shares are in a Roth, so a cash BO wouldn’t hurt the Roth, but most of the other half are in a taxable account and would cause income tax and Medicare IRMAA issues.
But hey, that’s still a nice problem to deal with, and there are ways such as a large charitable contribution to at least benefit the beneficiaries of the charity while reducing taxable income.
It just would be better to get a stock deal to continue to defer the taxes and have the option and diversification of holding dividend paying BP shares!
Oh ye of little faith, oh I forgot, your beliefs have nothing to do with it, do they?
Imo you are being unrealistic now, as you must know that Canada follows Uk, and the application will certainly be made to the FDA if it isn’t in a multi submission process already.
I would think and want nwbo to get the UK approval first, then follow with the rest.
Yes things have taken longer however I believe you are off base about validation of the MAA.
The MAA was submitted too long ago now for validation to have been an issue.
The validation item was discussed at length on this board weeks ago and we have it in the rear view mirror now.
Yes, the potential is huge and that’s not taking into account if the DCVax Direct treatment also works.
Could you imagine how large a market treatment of inoperable tumors would be?
LP wouldn’t do a BO under $25-$30 billion or more imho!
If a BO by a BP such as a Merck were to happen, each billion dollars of nwbo buyout could yield around $32 million in annual dividends at the current 3.2% dividend yield, that should continue to be increased annually. Scaling this down to retail investor level, every million dollars in BO would provide about $32 thousand a year growing every year assuming continued dividend aristocrat behavior!
Not a bad thing as long as the BO is all stock tax free.
What do you mean “can barely get an approval?”
The application is in and now it’s up to the MHRA to approve.
There is much to support approval, much more than the helmet had going for it.
Breakthrough in an otherwise death sentence indication
Safety and no side effects
The right approach at the right time (cancer vaccine)
Cost advantages and closed system production
Specials program and compassionate care experience
> 60% response to combinations already with higher response potential
Autologous whole tumor antigens attack
Tumor agnostic approach
The recommendation of the top neurosurgeons in the USA and UK
Easy to administer doses
So there is no downside to approval for GBM and rGBM and not approving would deny patients and their families of the only credible hope to keep them going and with nothing to lose!
Yes, it’s been a once or twice in a lifetime experience of patiently waiting to achieve approval and commercialization for about 14 years give or take.
My first shares were well prior to the investments by that English funds guy, and I kept buying up to and beyond the $12+ peak, averaging down all the way to a 68 cent average. I’ve been averaging up and down a little over recent years and try to add loose change amounts on dips.
During the process I graduated (paid college and medical school for the kids,) married off and paid a wedding for one of my kids, lost hair and went gray with what’s left, retired, lost both parents, and building our retirement home.
As each life event happened I had been hoping (unrealistically in retrospect) for the nwbo/DCVax value to be achieved.
Despite the wait, and actually because of all the milestones that have been achieved during the wait, we are as de-risked as one could get and finally awaiting first approval with the ball in the MHRA’s court!
I am holding the most shares, more than I expected to accumulate, not selling and buying along the way. Still relatively small compared to many posters here, but potentially generational wealth creating nonetheless.
Like a lot of fellow baby boomers long nwbo, we know we’re no longer in the early innings of our human existence, so it would be nice to finally have nwbo start on it’s more rapid value creation run while it can still do us a lot of good financially and we can set up our legacies.
I still have the magnum of champagne from the May 10th NYAS event, although I can’t drink it anymore due to health reasons, and will pop the cork on it for others to enjoy pretty soon I hope!!!
GLTA and especially those who are or will become touched by cancer.
Yes, Sirius-ly
Ooops, that should be Sirius not Serius.
One of my better investments turned out to be Serius satellite stock when it was around a buck. I was too chicken to back up the truck when they reached the low of 10 cents a share. I felt stupid afterwards that I bought thousands at a buck or more but I passed up the chance at a dime to get a life changing number of shares.
Go figure? Yes there was risk of BK but another few thousand dollars or even just a thousand dollars more would have returned 60-80 times instead of the 6-8 times I wound up with. Not complaining, but now I don’t pass up a little deep discount.
I didn’t learn my lesson when nwbo got to 14 cents, but I did average down a lot with 25-50 cent shares, and that was a lot of derisking milestones ago!
So bring it on!
We’ll be trading the worn out trucks for new Tesla and Ford F150s after the cheap shares reach their true valuation!
Makes sense imo.
If that happens we will back up our trucks and load up on discounted shares.
I guess it takes all kinds in this world.
The disregard for fellow humans is sad.
Thank you !
I wonder if the mercenaries who constantly spew FUD have experienced the caregiving of a close loved one and are still able to malign such a promising breakthrough as DCVax?
Thank you I appreciate it
As Cramer says, you have horse sense!
Sound thinking!
Thank you, she endured a lot and she worried more for me than herself. So brave to the end.
Thank you, I appreciate it
That’s sort of like “if the queen had testicles she’d be the king”
A hundred or more years of longevity would be nice!
Artificial price and shenanigans until the grip is broken.
Probably to make the prototype manufacturable and with materials that are (multi sourced potentially).
While prototyping you are primarily looking at how well it works, not necessarily optimizing the production version. Also you prototype relatively small quantities quickly and conveniently, then focus on the production version and high quantity production.
NICE’s status has been “liaising with nwbo”
I’m still going with March-April as my guess.
That and $7.50 might get you a latte
Look, near the end of my mom’s cancer treatments she was on a tiny little pill of less than 8mg daily dose.
That little pill cost over $30,000 for a one month supply!
It didn’t work for her so we didn’t get beyond the 2 months that the manufacturer provided under a special low income program for only 3 months.
But for those who can continue and inhibit the tumor growths (with very unpleasant and debilitating side effects for my mom) you are talking close to $200,000 in 6 months and you keep taking it until it no longer helps or worse event.
Then factor in that during treatment the debilitating side effects may cause a temporary halt of some days and trips to the emergency room, etc.
The point is that DCVax is cost competitive on day one of approval and very likely to gain cost advantage on its own, not something that causes grief and additional costs due to harshness and other drugs to counteract effects, and without side effects and days of infusions (additional expense for treatments that must be infused.)
DCVax should lower the costs of cancer treatments and once the vaccine is made its just a literal shot in the arm!
Yes, I would think.
Going back to my post I see where I wasn’t clear enough. I didn’t mean that the hospitals and doctors would be the partners, they would be patient facing as they are with other treatments and procedures.
By partnerships I primarily meant with other BPs such as Merck, Brystol Myers, Regeneron, etc., because they have combo components and specific indications and cash and organizations to leverage.
Do you get the feeling of being ignored by virtue of posting obvious poo poo that isn’t adding value to the post threads?
Just a little feedback that you can toss or consider.
Closed system. The trial results will therefore represent efficacy with vaccine made from the closed system.
On the other hand, splitting trial participants up between closed and original methods could demonstrate equivalence at the disadvantages of higher cost of vaccine and more complicated trials and analyses.
May not be wise to incur the disadvantages of a split method vaccine.
Yes, I think we are on fundamentally common ground and the details and decisions remain to be worked by nwbo, however we see long sunny days ahead!