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Thank you anders for pointing that out. I have to keep my emotions in check going forward.
Hans
Hear Hear, I second your very enlightening words.
Andy,
Are you saying that based on history with other BioTech M&A's? a hunch?
I'm just curious to know. I too believe that Merck will make or has already offered a sweetheart deal, but I would think that they would wait till TLD at least. I know that Perlmutter was interested since the 2019 ASCO when he was spotted at the NWBio presentation. The Kevin Duffy part is the unknown. Anyway, do you think the deal as you see it is for the whole package? All RA's? Cognate, everything? Thanks,
Hans,
So True. Much will be learned by this Ph. III test for DCVax-L. Who knows, the FDA may even use this test as the gold standard by which to measure other tests against.
I could get use to this. :)
Can you imagine what it will be like when the real news starts to break in favor of the longs. :)
Getting close to $.35
Thanks TC
Ex Ex. I like it. Let's call him XX. :)
WoW Captain,
You must have nerves of steel or great insight. I would never do that cause I would be too nervous that I would miss a hugh spike with material news from over the weekend. You should think of changing your handle from Captain Oblivious to Major Intuition. :)
Dan88, you're the man!!! I'm buying more on Monday. Soon, the whole world will know us and everything about the DCVax platform. Maybe we'll even see LP make another appearance on S. Varney. :)
LP Making it happen and forcing their hands. You gotta love it.
:)
I so can't wait. Finally we will have a material event that will be working for us the long retail investor. Let the sweet music begin.
Well said and agree...
Hi Aleander 77,
I too expect at least $6 to $7/shr but not for buyout. I expect that to be the value of the stock as soon as insider information gets leaked about TLD. I'm expecting something to the tune of $50/shr for BuyOut. Probably a combination of cash at $30/shr and 1 for 4 shares of MRK at closing.
Agreed...
Keep your day job cause you'll never make it as a comedian.
Hans
Scam is the perfect word for them!!! Simply criminal !!!!!
I only hope that some of their patients get the opportunity to survive long enough for the DCVax vaccine.
For the life of me, I can't even understand why it was as high as it was. Made no sense.
I just saw that. Their valuation has now dropped to $6.6B. They were once a high of over $9B. It will be interesting to see how this develops in the next couple of weeks as the NWBO data lock and ultimate TLD draw nearer. It will be a good time for their investors to lock those profits and invest in NWBO. :)
Seriously, how does a trial fail when there are currently more survivors than the current SOC of Optune???
Hi Marzan,
I read your message and I hear Les and get it. So I was trying to picture how a Merck proposal would look. I was thinking more in the value of $50B on a buyout which would include $30/share and a 1 MRK share for every 4 NWBO shares (based on 1 Billion O/S shares (current MRK valuation of $80/share)). I also think there could be room for other outside bids. If that were to happen, I see Merck collaborating with Roche on BO of NWBO and changing how we treat cancer. I look forward to your thoughts as I'm sure you too have given much consideration here as well.
Thanks,
Hans
Meirluc,
I believe what we heard earlier on this board that she probably built in some buffer room since she doesn't want this going any longer that what she is committed to from her statement at the ASM. Can't Wait.
Marzan,
As soon as LP announces the data lock(which I still say will be towards end of next week to the middle of the following week (05/01-05/07)) will be the quake where the first volcanic tremors will be felt by the BP shorts. Then, the top will blow once TLD is public which I'm thinking around 06/02. This will all balance out for those who held and continue to hold long. This will be the stock that keeps on giving. The MRK B/O piece will be the penultimate return in this long long saga. :)
Correct KIPK,
This is why Merck (specifically Roger Perlmutter) is astute enough to understand this and take the initiative to see if the science will fit into Merck's plans (aka, the Dr. Duffy effect). You just know that this was the plan once NWBO dropped Opdivo from the combo trials and replaced it with Keytruda. That is when I think the tentative deal was done. IMHO of course.
I say 06/02. I too think NWBO mgmt put in some buffer room in their announced dates. Therefore, I think their data lock will happen early next week and I give about three weeks to work the numbers and another week for review by the medical experts. I think they're going catch everybody by surprise.
H2R
Thank you for the clarification. Best of Luck.
Trocprofit,
I believe they can also announce TLD or material news at the Saturday ASM without a PR as long as they issue a PR before market opens Monday 04/20.
Exactly!!!
Dr. Kevin Duffy:
Merck - Research Medical Science Director.
Research reports through Roger Perlmutter.
Totally agree. Well written.
Sorry Umibe but I just don't buy that. Dr. Kevin Duffy is a scientist who helped bring Keytruda through trials and eventually to the public market. His knowledge in area of immuno oncology ranks at the top. Perlmutter knew this and I believe that Perlmutter's conversations with LP at ASCO 2019 initiated the temporary move by Duffy so to verify the results and value of the DCVax platform. Now the fact that Duffy is back as Director in Research working for Perlmutter tells me that this was all part of the plan. I believe that Merck is now planning on how to incorporate DCVax into the Merck oncology arsenal. Partnership to me does sound more of the plan. Merck probably wants more say and ownership in the DCVax application. Anyway, interesting will be the point come Saturday.
Big Hit, Big Hit for what? You think Duffy just got up on his own one morning and said, that's it, I'm done with NWBO. I going to see if they'll take me back at Merck. Are you kidding??? He went back to Merck as a Medical Research Director working directly for Perlmutter who heads Research at Merck. You think a prominent BP like Merck would do that for an employee who left their company and then decided he wanted to come back?Most probably, he was there at NWBO with an agenda
probably designed by Perlmutter on the true DD on the DCVax Platform. Now, he's back at Merck probably appraising that research with Perlmutter and team and deciding the next step. Then LP throws out the Interesting part for our ASM. I'm sorry, but I for one am very excited for this Saturday's meeting and the beginning of DCVax as the new approach on defeating cancer.
Scotty, so I notice that you post in the early and late morning, mid and late afternoon and into the evening. So like when do you come up for air, eat and just plain live? You must be getting paid for this gig. Whoever it is tell them you want a raise, a substantial raise. I hope you're still around once NWBO announces the very positive top line data and once the FDA approves the DCVax platform and once Merch announces their partnership with NWBO. I'll be looking for you.
Excellent point Sukus. I thought about your point and wondered why as well, then came to one possible conclusion. Possibly as you point out Merck understands the additional applications of the DCVax platform and have decided that they will pursue those challenges but on their own as a Merck only clinical trial. Hence post buyout.
Gus1212,
Have you noticed how many more naysayers there are lately and how much more angrier they're getting? I agree, enjoy the ride up to and after the ASM interesting meeting. Hopefully, we'll get this science out to all those suffering from this terrible disease.
Yes,
$2/shr would be nice considering the depressed valuation over the past few years due to manipulation, FUD, bogus articles written by phantom authors and of course we can't leave out Mr. Grapefruit juice himself, AF and his long winded articles of babble, baloney and bunk.
Furthermore, someone reported on this board earlier today that they believe that NWBO will apply for accelerated approval in UK. So maybe, we are beginning to crack the egg and seeing some light shine in. Very much looking forward and anticipating good news come April 18th.
Agreed. Linda understands the true value of the DCVax Platform and will want to wait for Direct results before BO. I also agree that partnering is in Merck's best interests as well.
I would say that your assumptions are spot on, almost as if you were the fly on the wall.The trail of Duffy, Linda, Perlmutter, Merck and of course that word interesting, keeps getting better and better each day.