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Hi Lorie3168,
I so agree with your analysis on the planned DCVax-L top line data results. I too believe that the DCVax platform will become a new genesis for treatment in the science of oncology.
Wish it was now.
:)
That's more than today's closing price of .3435. Is that possible?
Hear! Hear!
They may or may not but who cares? The purpose of the event was for survivors of GBM through the DCVax-L vaccine to share their life saving story with the group at hand. It certainly wasn't a due diligence meeting coming to order to discuss balance sheet and cash flow. The fact that it was even years ago delivers even greater evidence with the vaccine knowing that the patients are still alive today telling their story. Very heart warming.
Are YOU Kidding Me???
These people (patients, spouses, family members) all spoke from the heart of their personal life experiences. An extremely emotional event where they detailed their story of either themselves, spouse or family member taking this life saving vaccine DCVax-L and all the positive outcomes that followed. They're not there to push the company stock!!! They're there to spread the wonderful news of how DCVax-L saved their life from the terrible disease of GBM. Such an uplifting event and you try to spin it to meet your agenda. I feel quite sorry for you.
Hans.
Thank you Alex. Such a great read. Extremely inspiring.
I so look forward to when many more will be able to experience what Brad has experienced being cancer free.
Thank you.
Totally Agree. I don't get it either, especially with the commissioner Stephen Hahn who studied in Oncology.
Sir Pumpernickel, I tip my hat to you. 37's as you called it. Congratulations, Good Job...
Hey Marzan,
First off, thanks for your posts. I enjoy reading your commentaries.
So, with BMY, their resources aren't as deep as other BP's. Why do you think they can meet LP with her value request? Do you think there will be a bidding war? I still think that a powerhouse of MRK and Roche combined to BO NWBO would be able to hit the ground running in commercializing the DCVax platform. Thanks,
Hans
Correct. And I'm sure LP has all this on her radar. Isn't her husband founder of Toucan Investment Firm? I'm sure she knows how the game is played.
Unless of course if LP seeks other bids or even attempts to go commercial on their own.
Totally agree on the Nobel Prize being awarded to NWBO on behalf of the DCVax Platform. Dr. Liau for sure and maybe they'll recognize Dr. Boyton too.
Trying to think ahead here, I'm not sure how the deal would work out if MRK and Roche remain separate entities. By RA's ? Probably would best serve them if they merged as a single entity at least for the DCVax platform business. We shall see soon enough. :)
Hans,
Could happen.
We may also see MRK joining forces with Roche to make a super bid for the entire NWBO package. First things first though, we need top line data reported.
WoW, that is HUGE. What do you think, maybe a Mrk and Roche combo BO?
I truly believe that Les is talking to a targeted audience about L and Direct and the positive outcome soon to be heard.
Hans,
Way Overtime.
I caught that. Very interesting that he said that. I can't help to think that LG may be directly talking to a very select audience. This is going to be immense for the field of oncology.
OilPatch,
This is the $1,000,000 dollar question. Nobody truely knows and I'm sure probably all by design. A lot of board members here acknowledge their conversations with DI and reiterate his comments about the transparency and timeline. But remember, he is an ee, a company PR mouthpiece. He only comments what he is told or allowed to comment. You have to step back, take a look at the big picture as you have and draw your own conclusions to date. I believe they are using this time as others have suspected to soft lock at 95%+. Then, when ready will hard data lock with top line results almost immediately thereafter. That way, they hope to hook and capture as many of the short sellers attempting to cover. The stock will then climb, they'll be able to convert back to the Nasdaq but most important will be able to squash any negative press that will most likely arise upon positive top line data announcement. Of course then there will also be talk about partnerships, buyouts and so on. Hope that helps. JMHO.
Hans,
TD still showing outstanding shares at 710.3M shares.
Marzan,
Your comment concerning the milestone award makes sense. Therefore, I'm guessing that the stealth of this action (Hard Data Lock announcement)will bring an irrevesible upward movement in stock value once TLD is announced. An action that might have been more difficult to achieve or delayed if they had PR'd the Hard Data Lock.
Hans
710.3M shares outstanding as of this morning. I wonder what this number will climb to come tomorrow morning.
You don't get it. That's not what I said.
I agree. I seen it happen before with MNKD and AVNR before announcing the FDA decision from their PDUFA date. If you believe in the science then, all else is smoke and mirrors. :)
Agreed.
I disagree. Business is made up of buyers and sellers and bidders will be lining up to talk to LP once positive information is unblinded and communicated. LP understands the rules of business, she also understands the power and worth of a drug platform so advanced that it will forever change the way we treat the disease for most cancers. The healthcare industry and also those patients suffering from GBM will be demanding this treatment almost immediately upon learning the positive news. Furthermore, BP companies can never let NWBO go commercial since it will forever damage their own survival, therefore, they'll have to find a way to either work with LP and NWBO or simply pay them their price.
Hi Senti,
My understanding on a Roth is that you are using after tax $$$. Therefore, your investment must be five years or longer in your account and then you can withdraw those $$$ as you see fit with no tax liability.
Hans
Sure thing. Think of your borrowing as your rainbow to your pot o' gold.
:)
Hi Dr. Bala,
You can always borrow against your 401K and in most cases, the interest you pay on the loan is paying yourself back directly to your account. If you can choose the term, then just go with one year, since this bridge for you should be short term.
Hans,
I believe all part of Linda's plan. She is keeping the information under very tight lid. Doesn't want to say anything that might turn into litigation. She will spring the information on us when we least expect it. I do believe she wants to catch anybody who is shorting this stock with an epic short squeeze. That way the stock should catapult higher and then initiate the second phase which would be gearing up for partnering or total BO. JMHO
Hans
:)
NVCR today closed at $59.35 for a mkt cap of $6.0B. I wonder if it continues down from here or just stutters a bit.
Yeah, because those same analysts want to get out before NWBO buries them.
EXACTLY !!!!
X Master,
Don't waste your time and your breath trying to explain the common sense facts to these robots. They work by the hourly wage trying to instill FUD into you and even more so into any new investor of NWBO. Instead, try to look ahead into what new investments you'll be making once you reap the rewards from NWBO.
Hans
Hi X Master,
I Agree, but there are multiple scenarios they need to plan against.
* Range on buyout proposal based on L outcome and FDA response on D.
* Plan on merger milestones if immediate buyout is not realized.
* Manufacturing capacities and agreement on either outright ownership
or preferred vendor terms.
* Current R&D headcount, IP and any other DCVax development.
* How to manage any additional 3rd party bids if left open by LP.
These are just a few that come to immediate attention. I'm sure there are many other scenarios requiring planning as well. We just have to wait to let the process of unblinding play out.
Hans,
True.
I would think that Direct goes with L. I'm sure Merck knows and understands this better than us. Merck will probably want the complete DCVax platform. I can't see them competing with another BP with cherry picking the DCVax vaccines.
Therefore, I'm looking for one price for the entire platform and manufacturing facilities. We should know soon enough.
Alphapuppy,
Thank you so much for your analysis into the DCVax-L trial. I appreciate your dedication and work going into the modeling and I now look forward even more to the unblinding and final results. Excellent indeed...
Hans
Now would be a good time for NWBO mgmt to talk a little more on their soft lock. They can't lose the momentum. I think LP knows that.