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…But shareholders should be asking if LP and her partners received anywhere around $100M for Cognate, why did its value rise 800% upon her exiting in just two years?
Well, you’ve been calling LP a dummy but now concede she maybe made $90M. LOL. Suddenly your insults don’t make us feel so bad. 😂
But the real point I’ve been trying to make is Advent should be worth minimum $300M unless she pulled the rug out from under? Because Charles River paid quite the premium…Unless they got something more than we know??
Think about that. I wonder how much cash Cognate had at the time it was taken over?
>>Cognate has provided manufacturing and regulatory assistance to NW Bio in the US since 2004, in Israel since 2008 and in Europe since 2010.
>>Charles River estimates the current market for Cognate’s manufacturing operations—mainly in cell therapy and plasmid production—is somewhere in the vicinity of $1.5 billion now and could grow at least 25% annually for the next five years.
RELATED: Fujifilm continues CMDO expansion spree with $76M in funding for new Boston site
Meanwhile, Cognate is expected to pull annual revenue of about $140 million this year and is on track to grow 25% per year over the next half-decade, Charles River said. If the deal closes in the first quarter as planned, it could boost Charles River’s 2021 revenue by $110 million, the company said.
You’re always fighting the wrong fight.🤔 Toucan which was LP and her ex hubby owned Cognate entirely. There were a few minority partners in Toucan.
$875,000,000 for what exactly? And what should that make Advent / Sawston’s current worth?
>>Cognate operates an 80,000 square-foot site in Memphis, originally built in 2017 for autologous cell therapy manufacturing but now produces various cell types for customers’ clinical projects. “Our largest phase of clinical grade production was an autologous product for phase III clinical trials, mostly manufactured in Memphis with products shipped to more than 80 clinical sites in four countries,” the company states.
https://www.bioprocessintl.com/deal-making/cognate-buys-cobra-to-boost-gene-therapy-cdmo-capabilities
So now you’re finally agreeing with us but calling us both wrong? Got it. LOL
>>The 1.7 Billion currently authorized would remain the same and she could sell all she wanted
Exactly my point. Good to see someone here gets it. They’d have to have a few fantastic customer contracts come out of nowhere that suddenly happened just when LP left? Nothing ever ads up when LP is involved.
>>There is no way a CDMO sold for $10-$20 million, and then two years later sold for $875 million. That is not possible - not even in the NWBO sphere of incompetence.
Let’s think about it another way; When LP took the 2018 buyout what do you think Cognate was worth?
I think the lack of any rush pediatric trial speaks volumes.
Unfounded? LOL. It’s a private transaction so they can say pretty much say anything they want. Do you really think LP would walk away from a percentage of a $880M payday? She’s not dumb despite what you say. But she was given Advent bones so perhaps at the time maybe had some value?? But I’d bet she (Or her ex) got a nice sweetener.
This broke company lacks any kind of marketing creativity in addition to all the other things it lacks. They never even bothered to get a grant for a trial.
The BBS boys owe him at least that.
>>Maybe they will have a few shots of Grey Goose in his honor if you email them.
SeekingFights, you lack the Art of the Deal knowledge. Haven’t you ever heard of deferred payments? Do you think she’d tell us if there’s a little something extra should the company be sold in X amount of time? Of course not.
Does anyone else think it strange that the company never put up a charity in Les’ name for shareholders to donate to? Or that the Big Biz Show never mentioned him?
Hearing the crab cakes are back on!
https://www.cbcrabcakes.com/?comet_source=google&comet_network=g&comet_campaign=63083311&comet_ad_group=7069643191&comet_ad_id=402062415721&comet_keyword=chesapeake%20foods&gad_source=1&gad_campaignid=63083311&gbraid=0AAAAAD9L7BmT4oFS0OOLooULgdSv78R0U
>>Will this week, be the week, we been waiting for?
Maybe the real German approval is finally happening? 🤕🤷♀️🙄
https://nwbio.com/nw-bio-announces-two-german-approvals-hospital-exemption-for-early-access-program-with-dcvax-l-and-eligibility-of-dcvax-l-for-reimbursement/
If you believe that I have a bridge to sell you.
>>Cognate) Which she sold way too early and at a much lower price than the $1 Billion... Inept is right.
Except for that one private endeavor which sold for nearly a billion dollars. 🤷♀️ And since the value of the Advent “Gift” hasn’t been revealed we can’t even count that one.🤷♀️
>>This company has been impossibly inept in everything they do.
Just remember the history when the pump eventually hits.
https://www.redacre.com/marketnotes/2014/mar/17/northwest-biotherapeutics-gets-compassionate-use-approval-and-makes-pr-gaffe
https://www.globenewswire.com/news-release/2007/09/07/365314/1388/en/Law-Offices-Bernard-M-Gross-P-C-Files-Class-Action-Suit-Against-Northwest-Biotherapeutics-Inc-NWBO.html
So you can’t really find anything either. Got it.
You’re assuming the share price isn’t under a nickel. She knows with no MHRA approval / payment and Advent showing little revenue, it’ll almost be like starting over again.
>>100 million gives plenty of breathing room. 900 million, somethings up.
Too bad they didn’t hire Kimberly instead.🤷♀️
https://web.mit.edu/cbi-events/mituclvaccinesworkshop2019/instructors.html
…seven years later. LOL
>>By the time Duffy arrived, NWBO was not a theory. It was a system on the edge of execution.
🧭 The Scout, the Silence, and the System
— Andrew Caravello, DO (@andrewcaravello) July 27, 2025
How $MRK Built What $BMY Walked Past and What $NWBO Had Already Finished
In late 2019, something unusual happened. Dr. Kevin Duffy, Merck’s Research Scientific Director on the Keytruda program, quietly stepped away from one of the most… pic.twitter.com/6Diuxd2ngg
…Unless this is him? Working on a CAR-T cell therapy
https://pubmed.ncbi.nlm.nih.gov/?term=Duffy+K&cauthor_id=34642489
Well, I’ve been searching forever and can’t find anything solid. No links to Merck, Keytruda, or anything else, just a Miami based LinkedIn page and this bot page. Everything else was generated by DanishDud, the DietDoc, or one of the other disciples. Doesn’t pass the smell test, IMO.
https://wiza.co/d/regeneron-pharmaceuticals/f210/kevin-duffy
And this bot page.
https://dc.citybuzz.co/article/569422/nw-bio-appoints-dr-kevin-duffy-as-vp-medical-affairs-exter
Thank you, Ex. I have never been able to find a thing on him. What exactly are you going by? Link please or did you need to make a phone call?
>>Over the past four years, Joseph Duffy PhD, served as Executive Director of Discovery Chemistry at Merck Research Laboratories in Rahway and Kenilworth, New Jersey, where he oversaw multiple preclinical drug discovery teams. Dr. Duffy's contributions over 24 years at Merck included all phases of drug discovery, from lead identification through clinical phase candidate development. He directed successful lead optimization efforts for multiple indications, resulting in clinical candidates and Investigational New Drug (IND) applications from both internal projects and international collaborative research with biotech organizations. Dr. Duffy received his B.Sc. in Chemistry from Kent State University and his Ph.D. from Harvard University.
https://www.prnewswire.com/news-releases/skyhawk-therapeutics-expands-leadership-team-with-chief-medical-officer-and-head-of-chemistry-and-adds-to-its-scientific-advisory-board-301145628.html
I don’t even know what you’re arguing about anymore. But at least now you see it can be done.
Joseph worked on Keytruda. No sign of a Kevin?
https://www.researchgate.net/profile/Joseph-Duffy-6
She could’ve but harder to get the vote so do it in parts, would be my guess.
Ask AI if Kevin Duffy worked on Keytruda and the only thing that comes up is NWBO’s old PR.🤷🏻♂️
🤷🏻♂️ AI: The Dr. Kevin Duffy who worked as the Vice President of Medical Affairs & External Collaborations for Northwest Biotherapeutics is no longer with the company. He held that position from September 2019 to approximately 2020.
His current primary roles are:
Operating Advisor at Shore Capital Partners, a private equity firm in Chicago, IL, a role he has held since May 2024.
Principal at an independent Life Science & Healthcare Consultant practice, based in Philadelphia, PA, a role he has held since October 2018.
Additionally, his professional profile indicates that from March 2021 to May 2024, he was the Chief Commercial Officer at KPS Life, a functional service provider in the biopharmaceutical industry.
But this guy isn’t a doctor?
https://www.linkedin.com/pulse/quality-data-how-resourcing-challenges-can-affect-clinical-duffy
AI deep dive:🤷🏻♂️
There are several medical professionals named Dr. Kevin Duffy. The most prominent are a cardiologist and an emergency medicine physician in Philadelphia, PA, and an orthodontist in Oklahoma.
Dr. Kevin Duffy (Emergency Medicine)
Dr. Kevin Joseph Duffy is an Attending Physician at multiple facilities within the University of Pennsylvania Health System.
Specialty: Emergency Medicine
Location: Philadelphia, PA
Address: Penn Presbyterian Medical Center, 51 N 39th St, Philadelphia, PA 19104
Phone Number: +1 215-662-8214
Affiliations: Hospital of the University of Pennsylvania, Penn Presbyterian Medical Center, and Pennsylvania Hospital
Appointments: You can make an appointment online through the Penn Medicine website or by calling 1-800-789-7366.
Dr. Kevin Duffy Jr. (Cardiology)
Dr. Kevin James Duffy Jr. is an Echocardiographer and Associate Professor of Clinical Medicine at the Hospital of the University of Pennsylvania.
Specialty: Cardiology (Cardiovascular Medicine)
Location: Philadelphia, PA
Address: 3900 Woodland Ave, Philadelphia, PA 19104
Phone Number: +1 215-823-5800
Affiliations: Hospitals of the University of Pennsylvania-Penn Presbyterian and the Philadelphia Veterans Affairs Medical Center
Dr. Kevin Duffy (Orthodontist)
Dr. Kevin Duffy is an orthodontist with a private practice in Oklahoma.
Specialty: Orthodontics
Location: Broken Arrow & Owasso, OK
Practice Name: Duffy Orthodontics
Details: He is an assistant clinical professor at the University of Oklahoma College of Dentistry and a Preferred Invisalign Provider.
Other Professionals
Other individuals named Kevin Duffy include a psychologist and neuropsychologist in Buffalo, NY, and an assistant professor at Kingsborough Community College in Brooklyn, NY, who specializes in sports performance.
Seeking hasn’t been on the OTC long enough to know all the games.
Jerry thinks around 280M authorized left. Would you rather just that or have 980M on top of it when it’s trading for a penny?
>>No need for a raise in the AS shares if the R/S and leave AS unchanged.
I’ve tried to explain to you before; Currently @ 25 pennies a share with 1.5B outstanding so they do a 1-for 10, then they’ll have $2.50 with 150,000,000 outstanding but still have 900,000,000 plus whatever is left of the old authorized. They don’t reverse split the authorized. See how that works?
I suspect she has a good eye for real estate deals.
I’m sure it’ll be sold that way.🤷♀️
Yes, that really did happen. She could’ve cared less.