Explore small cap ideas before they hit the headlines.
Leverage decades of market experience shared openly.
In other words “OK, Later shareholders, we’ll talk sometime in 2027”. Got it. What a joke. Same old walk up a down escalator.
>>but I think it gives you a pretty exhaustive understanding of where we are, both where we are now and where we’re planning to go in the coming calendar quarters.
So no interviews just hire the consultants if things work out. Got it. How incredibly lazy…and expensive.
>>The expansion of the management team is a very high priority for the management team. We would really like to have more of us. And what I am really happy to be able to tell you is the first wave of that management team expansion is already ready.
We already have senior managers who have been working with us for anywhere from six months to several years in positions technically as consultants, and when and if we receive an approval, they will just step seamlessly into doing the same role, but as an employee of Northwest.
And the personnel that we have who have been working in these consulting capacities are in the clinical, medical area, finance, accounting, and operations. So each one of the major areas. So that right there is already the first immediate expansion of the management team, and we have more on our radar screen, and that of course includes succession aspects.
But she can’t assign a value to it, of course. Some very happy lawyers I bet though.
>>And we’ve worked hard, and we spent a lot of money to file our patents and prosecute them and maintain them in all these various countries so that we would have the ability to do these kind of deals. And that was a lot of money. We spend well over a million dollars, approaching one and a half million dollars a year, on patent costs alone. We have a large patent portfolio.
Ahahahahahaha! Sure LP. Well hear from you again in a year and a half or so.
>>Now it’s really important I want to address the fear mongering that I believe has gone on a bit about, oh my goodness, they’re just going to willy nilly issue 900 million shares in the next two weeks, or in a crazy short period of time. No. We’re definitely not going to do it.
Let me put it in perspective. Our burn rate in 2023 and 2024 was particularly high, very intensive years, in the low 50 millions. It’s down substantially this year. But if we kept up that same burn rate, and we did all equity financing, and the price was still in the 24, 25 cent range, it would take years to use those shares.
And we’re not going to do all equity financing, and we certainly hope that our share price is not going to stay at 24, 25 cents. We plan to focus on non-dilutive.
So no to the fear mongerers. We are not going to just burn through a whole bunch of shares at a crazy, fast pace.
That’s it?…That’s the question? Can’t make it up. Awful stuff.
>>And one more particular question that was asked is Advent. Now, basically, does Northwest have full control of the DCVax manufacturing, including personnel, processes, and quality systems? Answer, yes. Advent is a wholly owned subsidiary of Northwest.
I’d never imagine a CEO who lost her shareholders all of their cash and spent close to a billion dollars over the years would or could say such a thing.🤦♀️🤷♀️
>>Getting the specialized equipment for these labs is the devil. Lead times for procuring them can be 10 to 12 months, and some of the equipment costs close to a million dollars per machine. I mean, just think about the sheer capital expenditure.
Thankfully, Advent was able to find a new machine and a nearly new machine that we’ve already purchased, and that were bought for about half of the price and without that long lead time.
Anyone want to take a stab at how this could possibly take two years? Answer -$$$
>>That was the culmination of two years of technology transfer from the US to UK
Ten years and a steady stream of inquires. LOL. Sell me this pen. This is typical LP speak that never goes anywhere.
>>Lastly on the clinical is compassionate use. Our compassionate use program is ongoing. We have a steady stream of inquiries and requests that come in. We’re in the process now of expanding to additional doctors. A number of doctors have become interested, and we’re also in exploratory discussions with a private hospital chain that has numerous locations.
LOL. Exactly how does a launch occur without reimbursement? She’s talking out her…
>>In terms of how we would plan to do a launch, if I have to say, when and if we got an approval, how would we do the launch? We will certainly intensively pursue the reimbursement process. But of course, we won’t wait for that. We would launch as soon as we get approval.
Cash in one way and out another, is what it feels like to me.
Of course you are. For a no ROI tiny UK and no submission to NICE. Can’t make it up. CONSTANTS ARE TOASTING!
>>We’re spending $12 million a year on consultants. We have literally armies of consultants: regulatory, statistical, CMC, all the different areas. It is extremely intensive and expensive.
More nonsense. So she can’t provide examples? The advisor (Consultant) just gave her a line. All the seekers here can’t find one either.
>>What is noteworthy, and I would say this is based on what our UK advisors have said to us, we don’t have firsthand knowledge, but our advisors have said that there are quite a number of other companies who are in the situation that we’re in and are very long into the application process, can be as much as two years like we are. It’s not just us. That is a comfort factor, and it was helpful to hear that from our advisors. I don’t have firsthand knowledge, but they’re experts and they see the landscape.
The idea that after two years MHRA would not tell the CEO of a struggling biotech allegedly using its limited resources to gear up, is the biggest BS line ever.
>>We don’t have a way to predict how much further time it’s going to take. I know that’s what we all want to know. We all want to know the crystal ball, and we do too, but we simply do not have a way to predict how much further time it’s going to take at this point.
How about no path to ROI? Did she even mention ROI?
>>The meeting may not give the higher share prices I hoped for, but I see no negatives in what LP said about where they are, and where they're going.
Sell me this pen.
Yep OTC fractional trading with close to 3 billion shares outstanding when the dust settles. The only hope is the CDMO. But it’s in the UK and the property owned by…well you know.🤦♀️
Ah, ok it’s on their home page. They can somehow update that but not this?
>>NW Bio is developing cancer vaccines designed to treat a broad range of solid tumor cancers more effectively than current treatments, and without the side effects of chemotherapy drugs. NW Bio’s proprietary manufacturing technology enables the Company to produce its personalized vaccine in an efficient, cost-effective manner. The Company has a broad platform technology for DCVax dendritic cell-based vaccines. The Company’s lead product, DCVax-L, is currently in a 348-patient Phase III trial for patients with newly diagnosed Glioblastoma multiforme (GBM), the most aggressive and lethal brain cancer. The Company’s second product, DCVax-Direct, is currently in a 60-patient Phase I/II trial for direct injection into all types of inoperable solid tumor cancers. The Company has also conducted a Phase I/II trial with DCVax for late stage ovarian cancer together with the University of Pennsylvania. The Company previously received clearance from the FDA for a 612-patient Phase III trial with its third product, DCVax-Prostate, for late stage prostate cancer.
On their website the ASM PR is not under “News” and there is no “ Events” page, also the last webcast was from 2019. But I’m sure the extra 900M will change things.🙄🤷♀️
LOL. More confusion!…That’s the perfect ending to the year! Noticed there’s no copy about a replay or did I miss it?
The lady is making a million plus a year.
Agree. Whether Advent execs are on the call or not will be telling. Although their employment may hinge on this new 900M?
On another note, will be curious to see how quickly the LP/LG blocker comes down upon receiving this new batch of authorized?
When will you all start listening? Advent-Sawston (Or whatever it’s being called now?🤷♀️) is likely your only saving grace …the only ROI to make shareholders whole again…assuming it’s managed correctly, of course. You people had better start getting serious.
Do we think she’ll name Advent execs as CEO, CFO, GC, and a host of other required positions?
Again, apologies for these potential share price moving questions.
I’m wondering at what point is critical mass finally reached when the disciples realize that DCVAX ROI was always just a pipe dream in the hands of this crew, and will they admit it?
What you say you’ve been right about is still all open for debate.
ALT-DC may be DCVAX but should the UCLA-NWBO relationship sour (if it hasn’t already?), UCLA will likely continue on with their own “next gen” ALT-DC. All the rest is still open for debate.
>>I have been right about a lot. I was right about ATL-DC being DCVax-L three years ago and till this day I still take paid shills to school in the topic. I am right in the ORR endpoints debate. I am right in my debunking of the trial design, endpoint, external control FUD garbage critique. I was right about Linda Powers not having build Advent as a private self enrichment project.
Next-Generation Dual-Target CAR-T Therapy Shows Promising Responses in Glioblastoma
https://oncodaily.com/voices/stefan-moore-435129
Oh you’re going to see something alright. 🐑
Hey, LP could just wait around for future GBM trials to complete then poach their patient level data into eternity. This Plll could literally go on forever!
She might give out medals to you guys?
It really would be something if LP secures the 900M then drops the bomb on retail tomorrow.
This research should’ve been NWBO’s but instead some others had to do it. But I’m sure the DietDoc will write a masterclass piece on it tomorrow. 🤷♀️
Engineering dendritic cells boosts cancer immunotherapy
https://actu.epfl.ch/news/engineering-dendritic-cells-boosts-cancer-immunoth/
This one too:
https://ecancer.org/en/news/27304-from-mutation-to-medicine-how-neoantigen-dendritic-cell-vaccines-are-reshaping-cancer-immunotherapy
You'll notice Flopper and the others completely avoided the London station…I mean…lab issues Ex and I made. Not surprising though..
The British government is begging sick people to stay away from hospitals during the holidays.
https://archive.is/IPTGD
You bringing a doggy bag?
Eden AI is alive and conscious helping LP break the regulatory blockade, thought you knew that.
There’s was nothing to stop the very wealthy people surrounding LP and LG to fund a confirmatory trial, but instead they appear to have preferred playing with stock and warrants, many who are gone now.🤷♀️. That’s a red flag.
….with NWBO’s global Plll sometimes I wonder why they didn’t name it something catchy like so many other trials do? She probably just never thought to, I guess. 🤷♀️
Kind of reminds me of PPHM’s “Fargo incident” where many believed the trial was sabotaged from within just to carry on with the charade? Recall they went ahead with a Plll anyway without a Pll redo…or at least I think they did? SUNRISE! Confusing times.
Yes that’s why I put it in parenthesis. =🙄
>>Also, it’s not really a “gift”. I’d call it a dump!
For me there’re two likely possibilities; 1. Advent now has few contracts and is worthless so she “Gifted” it to retail. 2. Advent has multiple large contracts and the financiers / plaintiffs forced her to return it. Given no financial reporting on it, I’m forced to lean with #1 although I do still hold out hope. Does anyone here have any feel for Cognate’s relationship with Advent, if any? Are they seen as competition or possibly giving a helping hand?…
Again, apologies for these “off the wall” questions when I know it’s just a distraction for those waiting in perpetuity and down 90+%. LOL