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I do not agree with your assessment of the vaccine. I have stated my opinions about operations for some time now.
I care about the share price because it is the life blood of a development company. And what has happened to our share price has led to some of the most inefficient financing I have seen in years.
Many of us contacted the company. I did in writing at the end of July.
I pointed out the lack of mention DCVax. AI searches media. It is poor job that NWBO uses the Big Biz Show instead of more useful media for awareness about their product which is far superior and way ahead in development of these other therapies mentioned.
Another poster missing the whole point. Any of these trials can be run through phase III to acceptance by others. When the combination is sold, the only commercial supplier is NWBO.
You missed the whole point. No mention of NWBO, the entity that owns the property, or DCVax.
No reason to get upset.
Nothing but a good thing for NWBO. Even better than spending money to run the company’s own trial. All trials run by others support NWBO that has the commercial rights to manufacture and sell the vaccine.
This is a really bad argument for you folks.
What is not stated in that blurb speaks volumes. How off the radar DC-Vax is. A bit of a fault of management to raise awareness. This blurb mentions all other DC therapies not even close to DCVax but does mention the capability of the Eden system being used now in trials.
I had an ugly dream last night caused by agita. NWBO hired a new CEO and Linda still COB was chewing him out by not making enough light blue square shaped throw pillows with homey-like sayings embroidery to help promote DCVax. But she felt the company could make a killing selling this swag. Even more than selling the vaccine.
I woke up from this nightmare and realized there was real data backed by very notable scientists and physicians. But it gives a very good indication of how I view management. Been in this for over a decade and far too long to be pissed. Just bewildered at the operational and communication skills.
True. But there is more. Partnerships, Eden system comparability or the filings with other RAs. But I will take the negative view they will not supply any information on any of these tasks because I have been conditioned to disappointment over the last decade with NWBO. Will they change their communication methodology?
Ok. Don’t use math. Use your emotions. Good Luck.
I have to lean your direction on this. I have been implied things over the phone with this crew that often does not come to fruition. The company’s communication skills are lacking. I am optimistically looking for a change from management. I will just go with the last PR and see what transpires.
I do not have blinders on. If 20% of the GBM market at 200K per patient with 50% gross margins (and I would expect much higher) with 1.7 Billion shares yields $1.40/ share.
I would pay $25 for that company considering the many other assets. Not so far fetched if you take the time to do the numbers instead of looking at the current share price. You are not a very good investor if you cannot do simple math.
I am expecting $15 to $30 for just GBM and rGBM. Even if it is a good return for me as well, it is limiting compared to about 10% of the total cancer market.
Your numbers are about right. Doesn’t mean I have to like that limited return.
Let’s see what this week and the future brings.
It was about 1.15 Billion with all the warrants prior to authorizing the C shares. The bonuses to the officers will come out of the increase of 500 million shares authorized at the last ASM. So if counting the 250 million to be given to officers with the existing count Captain puts out that totals about 1.4 B but there are still C shares and warrants outstanding to be converted. In the end it will be 1.7B. It will not matter much if this platform is used for all solid cancer. If it is just GBM it will limit the final share price considerably.
Agree but right now given the 250 million shares promised to insiders we are ~ 1.4 Billion at the present. Add warrant or C shares yet to be converted it will go higher. What the remaining 200 to 300 million go for is anyone’s guess. Like you I expect a partner.
In the end. 1.7B will determine the share price if the company is ever sold or makes real money. The companionate use revenue is negligible for this company. All it does is prepare their manufacturing capability.
What!????
You know you yourself voted for these shares for management and before the last ASM you lobbied hard on this message board for shareholders to approve the question on tha ballot. You and others cannot claim ignorance on the matter. I voted against it. With success of an approved product with all the RAs I would be inclined to award the shares. It is still a NO for the performance to date.
If I had to guess I would expect them to be issued the next ASM. They can claim they filed (hopefully this week) and that would be the target the BOD would capitulate.
No just the facts. And if someone doesn’t want to have a misleading share count they should add the approved bonuses.
So tell me. You are all knowing with NWBO goings on. Were the insiders voted shares of about 200 million at the last ASM? Yes or no? Have they been issued yet? Yes or no? Anyone who follows this company knows that was on the ballot and passed for these shares to be awarded. Not projection. Just the facts.
Get real. The shareholders at the last ASM approved bonus shares for the officers. They have still not been issued. When they are, probably on approval or a deal, there will be a 200 million or more share increase in the number.
That comment of yours is disingenuous because you know that as a long shareholder who studies the company.
I am not talking about your motives. Just what will be the end of share count. It only gives a poor understanding of valuation for market cap when you post these numbers. And folks who rely on them are misled.
Your motives are not part my calculus. My calculus is the market cap.
Those are probably C share conversations sold over the past 1.5 years. The constant posting of the daily tally is a bit disingenuous. We can all expect 1.7 B once the insiders get their shares and we are well into commercial sales.
Thanks for the Bigger quote. Means more than most other predictions.
Tend to disagree because a billion dollar drug prior to approval can trade at a $400 million market cap. Hence ~ 40 cents. They need to make the case for the platform and the other RAs. And to have real revenue projections. I hate to be negative but it is in management’s hands.
I think they meet it but what comes after. The PR should include more specifically what is happening with the other RAs and where they stand with Flaskworks.
Progress is what matters. Waiting around another 4 to 6 months for MHRA will be deadly to the shareholders.
Sorry Kab,
You and I have been invested in this stock for a very long time. They have a history of not meeting a schedule. It is poor execution. It is a fact. I want them to provide outlook and hit it. This 30 to 45 days is the first definitive schedule given since I can remember.
That is pretty funny. They stink at committing to time frames so you give them a buffer of 40% over.
We have been invested with them for so so long that you have to chuckle.
Some analysis group in Australia said late 2024 for approval in Australia. I do not know what they were basing that goal on.
I also stated this in my last response to you. You should read more closely.
“I do not have a back up transcript so I will take your word for it.”
Oct 13 is about 45 days.
I could care less where they filed first. But I remember more to the discussion and also more communication and awareness was promised for the company. The Big Biz Show doesn’t cut it with Wall Street.
I do not have a back up transcript so I will take your word for it. But the question is. Where are the other 3 RAs?
And strategic she did say. But also all 4 RAs during the last ASM.
The goal was this year. I recall just about everything she says.
That was interesting to read. I have no clue if they will even PR a submission and you may only find out with the next 10Q in November.
Also important to me is they stated last ASM they expected to file with all 4 RAs this year. So, if they do not let shareholders know where they are with the other 3 RAs when we finally get word with MHRA submission it would be a weak response in my opinion. I am sure others feel differently but that is my take. So if only MHRA submission from now until the end of the year is it. I would give them a grade of C-. They could rock our world with much more in the next 3 months and get the share price moving. Quarterly calls wouldn’t hurt at this point if they want to be transparent and act like a real company.
I only care about NWBO money and what comes to me. If you try and milk a stone they end up bankrupt and most harmed people end up with very little.
Extra plaintiffs only hurts my financial position. And yours be
Never much correlation because it is thinly traded there.
I bet if you had GBM, you would not hesitate. You would be on your knees pleading for insurance coverage of DC-Vax and asking why the government hasn’t moved yet.
I do not wish it on you but it would be a dark comedy.
Watching FOX business. Guest panelist said biotechs in this market is what to buy. Ones with new technology in tough to cure problems like cancer. He believes the rest of the market will not do too well.
Beating XBI by a wide margin over the last 1.5 months. More interest in this stock than most biotech companies recently.
The article is already under review. Doubt they are waiting for a single component approval for an article on combination trial data.