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Disagree. Once approved the whole portfolio will be examined.
“The agreement took over two years to put together and the fact that one of the world’s most experienced dendritic cell research centers chose NWBO has major implications. One is it is a sign that the company is being de-risked as RPC would not have chosen NWBO if it thought its future was in doubt. Another is that RPC must believe that if these trials prove successful, that NWBO has the skillset to fully commercialize them. This includes both getting regulatory approval and manufacturing the therapies. RPC only makes money from these treatments via royalty payments from NWBO once sales begin. Interesting why they chose NWBO and not Merck (who RPC collaborates with in developing immunotherapies) or another big pharmaceutical.”
Include Direct and all the combination therapies it will became a platform valuation.
The way I understand it he transfers the derivative shares. They can be exercised at 35 cents by his family. By transferring now at this price the tax obligation is nil. His family pays tax when they finally exercise and sell shares.
A smart move because he more than likely is getting more derivative shares.
My head starts to explode when some start talking Cofer Black. Some think it is a classified CIA counterintelligence operation. But that is their argument.
Through the years but at least the last 4 years management should have held open Q&A with quarterly calls that could be attended by analysts. Afraid to even discuss their thoughts and where they were heading. When will they do the proper actions for analyst coverage? When they stop lying by omission. They have done this for over a decade.
I do. Especially the ones we are not paying for. I more than understand the frustration. Time to get DC-Vax approved as a stand alone in all jurisdictions. Combinations will be implemented by oncologist if all components are approved.
“I think the biggest problem we've had with Les on Big Biz is that he talks slowly and runs out of time.”
No. The biggest problem is being on the Big Biz Show and not presenting at proper investment conferences.
I also think that but it has been a tough row to hoe for some time now.
Mr. Sarma,
New to the NWBO BOD for about 3 months. How about telling us all why this BOD is so ineffective. Especially the independent class. This company has been in the go slow mode for over a decade. Are you also just going to go along to get along.
Cannot disagree with some of your logic. Though after a decade of Laurel and Hardy I would bet Woodford is happy to have been forced out of his company not having to experience the delays and task changing from NWBO. Here is an example - change in the size of Eden to fit more into their C class space. I would be content with one Eden in one C suite if it meant some revenue came in. Then they could have managed efficiencies. There is always some excuse. Almost four (4 !!!!!!!! Ef…..ing) years from data lock. The excuse then in releasing TLD was to put an article in a journal. It took over 2 years to release TLD after data lock with a journal article that was timed poorly.
I am sure they have this magnificent grand plan but at some point it is comical. And that is why other posters can spread false allegations. This management has sown the seeds. Made it rain and set fire to the crops.
Primary completion date this month. ALT DC lysate vaccine with Keytruda and poly b
NCT04201873
First look combination combination studies with a TLR agonist leads to 50% over 5 year survival for nGBM. With Keytruda rGBM has led to 60% cure rate.
If you continue to take a myopic view you will lose. Recent Keytruda combo is due to finish this month. Usually these things are never on time. But, when finished, I bet they file with the FDA with conditional studies without going through a phase III.
And as a solo therapy it is still better than SOC. The UK will approve. They would not be conducting inspections otherwise. Without the data being a plus, they would not be performing inspections.
Any inspections would not be taking place if the data was not good enough for approval.
“ No problem for me as I am not anxious to flip my shares”
I am not as well but the longer this has gone on the lower the share price. When the company finances by selling “C” shares they will get less money for the same amount of shares if trading at 30 cents vs 85 cents or a higher price. So it does effectively cheapen the return of your overall investment when you decide to sell. The management has does a poor job for maintaining a reasonable value of the security.
Does it matter? They are still blind to the data until it is presented unless there is a safety concern. They cannot change the data that has been implied by another poster.
Unfortunately, it was released at a scientific conference with no PR from the company until after the fact. So you cannot get a halt unless the company proper is putting out the data. NWBO management did not plan things out properly and when they tried to get the halt last minute- It was denied.
Talk about lack of biotech stock market experience. Not too good.
The results are gathered by an independent firm that runs trials for their business. You make it seem as if NWBO went to each testing site and wrote down wrong numbers. It is not NWBO that gathers the final numbers. It would destroy the business of the independent testing company to fudge any numbers. It is of little consequence to them what drug passes or fails. All confirmation of data was done by the independent firm years prior to today.
You really hate the company. Pretty obvious to any casual reader of this board. I do not care for management much but to claim they have manipulated data would be a false statement.
Their facility is in the UK. Years ago they got favorable terms and the UK wants to promote biotech in the Silicon Fen area around Cambridge. That logo says do it in the UK first.
I think they are also waiting for more combination data. Based on what has been on the advocacy website and immediately taken down the data would be good enough for a conditional approval without performing a phase III.
Management sure doesn’t want to talk about your reason with Flaskworks or mine of combinations. So we sit in the dark.
Management is stealing shares. The market is along for the ride. Meaning all of us here.
He spent nothing. They are derivatives. More than likely options. He will only exercise them if they are profitable and year or two from now.
JJ got 23 cent warrants. He got a great deal. But I still ask when did Navid get 23 million shares? Had to be recently. These clowns are loading up on bonuses now.
Can you buy the derivatives on the open market? The options he is selling are priced lower than the current price. JJ is getting the better part of the deal. He is getting very cheap options. Looks like JJ keeps buying and Malik has to sell to pay taxes for new options received. They are rewarding themselves now prior to approval. Question being what work was performed that warrants an enormous bonus as they start stuffing their own coffers? I cannot believe people still wish to reward them after all these years of flubbing.
Question being how did Malik get ~23 million derivatives? Probably the management team is issuing their tru-up bonuses about now. The sale to JJ probably helped pay his taxes on new derivatives.
A decision could be any day for MHRA and with derivatives tied to current prices they are taking the plunge now and issuing options.
Yes ~2012 - 2013 time frame. The time frame can explain the anger of most investors as management indicated they were on the one yard line.
Ever hear of email?
The time for MHRA would not be the biggest deal on this message board if incompetent people didn’t take years following data lock to submit. We have been waiting for the extra 18 months for the last 5 years.
Poor planning, communication and nonexistent investment presentations by management.
Who knows? I never expected to be this low again but after that ASM I can understand the direction and disappointment brought by management. The top two players should have been gone years ago. They should hire more consultants to tell them that. The BOD is useless.
Outstanding retort!
Musk put his money where his mouth was. Also didn’t ask for what resembles a true up. His shares suffered as his shareholders suffered. Why don’t we issue shares to our fearless leaders discounted by the dilution we all suffered. That would equate to less shares than what they think they deserve.
I thought I was done but I will respond to this. Your statement was true. But I will bet you voted for their massive bonuses. Meaning you are rewarding sub-par performance.
It is easy. If they state it - it has to be true. I do not get any hard facts from this board on $ or most of the operating aspects of the NWBO business. I get a great deal of fawning over management.
Done for the day. I cannot fawn over them and there is clearly nothing said here other than guessing. Have fun.
No. I agree it will not take 18 months for MHRA. It could happen shortly. But 2 ASMs ago. Roughly 18 months they talked about partnering and 4 submissions. Then a year later from 2 ASMs ago they prolonged to that point in time a submission to MHRA because it would make submissions to the other RAs easier if they tightened up the MHRA submission. Now last ASM they are suggesting more consultants to do the other submissions. All this is unconscionable. OK they finally did a partnership with Kalinski but it is one we are paying for. Not an entity making our burdens easier.
So just like 18 months ago they have another 18 months with the same tasks.
No. Disagree. 18 months ago most would believe the 4 RA submissions would have occurred by now. Also they would be long past the consultant phase or close to the end with very good knowledge of revenue and COGS ( optimistic and pessimistic) for a proper investment conference. Instead these idiots do the Big Biz Show. Now we just got an 18 month window with close to the same objectives.
They are zero with transparency into the operational aspects expected. Just my take. You are welcome to your opinion but at the moment share price does not reflect a franchise platform but seriously flawed management.
I am also sick of more science show and tell but it is not necessarily a waste of time. The presentation is probably part of the submission to the RA. It keeps the community on your side explaining the art.
An investor conference would get people excited. The lack of presentation to the investment community is unconscionable at this time.
May 10th alone the stock lost over $1 Billion in market cap. So there was spoofing years prior to that day and the ensuing damage to the stock for the financing that had to occur at a more disadvantageous position. $10M doesn’t cover it and damages could be assessed at a multiple if shown to be more than just accidental.
$10M? Get real.
You don’t give an inch. Good luck with that.
All we have seen is Linda Liau of UCLA state ALT DC in their combination testing when she has gone out to present in public is DCVax.
I guess that is not enough proof for you. That is being obtuse on the facts.
The reality is NWBO owns the rights and has allowed UCLA to publish and patent based on their work. You will find NWBO on the shared patents relating to DCVax.
This was the deal that was made. UCLA can test to kingdom come all the combinations they want with ALT DC but it is still DCVax and owned by NWBO.
We’ll find the royalty agreement. Otherwise - Pound Sand.