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You’re not alone in not wanting to upgrade at the high cost. I’m in the same boat as are many others!
I’ve read more than enough of the FUDsters negative narratives.
So much so that I put a handful on ignore, first ignores in all the years of reading this board.
Marginal?
Tell that to the patients, and their loved ones, who live longer and a growing number who are way outliving the GBM and rGBM prognoses.
The combination treatments promise nothing short of spectacular outcomes against unforgiving toughest cancers (GBM, Merkle Cell, others)
Hence the horse (DCVax) before the CarT (or Checkpoint Inhibitor), just a lucky guess at the time of picking a board handle that combo treatments might be more efficacious, well before combo research was surfaced
Imo there’s much more to come and discover as is the case with scientific advancement.
There’s some smoke to the nvcr fire you are alleging in that a number of those who have criticized DCVax/nwbo, including some doctors, have been reportedly tied back to nvcr in some way.
I suspect there have been multiple entities playing shenanigans with nwbo imo, each with their own angle to make major coin. For example the alleged spoofing probably wouldn’t be driven by a competitor but rather big dog crooked game money making shenanigans imo.
What’s the expression about strange bedfellows?
Very good specific point regarding demand versus manufacturing supply in the United States being multiples of the UK, although preparing the increased capacity does relate to timing and costs as I mentioned.
Good solid debunking of this FUD attempt!
It was a very shrewd move to apply first in the UK despite her familiarity in DC.
There are a number of factors favoring UK first, including time and costs to get through the similar steps with the fda first.
In fact the time and cost savings should be very significant imo.
And then of course there’s the wild card that deep pocketed entities in the US could more easily call in some favors for all the “contributions” certain billionaires spread around like smelly but fertile manure
But you or your benefactor know this full well and the brazen continued manipulation imo are testament to the power of “fertilizer” spread all over the political landscape!
Look at Gary Gensler. Might he be avoiding the possibility of some type of retribution like funding cuts for the SEC and possibly his position? I don’t know and could be reading the tea leaves wrong, but how come the alleged spoofing isn’t gathering SEC support?
Btw I believe Gensler to be a good person and probably would want to bring a case.
I’ve seen time and again where good family men and women will avoid career ending moves, and it can be justified as better to have a good person still in the leadership role than becoming persona non grata and possibly being replaced by someone with less of a moral compass, imo. It’s also not a great thing to be wrecking family income for what might be too biased a situation.
I didn’t understand the discretion is the greater part of valor behavior when I was a young engineer without mortgage and kids, etc., and I used to puzzle about the older managers just sucking it up and towing the company line.
I’m a particularly stubborn type and did some sucking up while still trying to change things that your boss sees as insubordination, to my disadvantage as no one would be surprised.
But I digress as usual!
You can’t convince me with facts that applying first in the UK wasn’t brilliant.
LP taught courses on commercialization of biotechnology especially cell related at the NIH, didn’t she.
As some of my mentors used to say, LP is seen as having the same/right thermal image by the fda, nih, etc.
She also was head of related industry/government groups. And Washington knows of her background in the Bush administration.
In short, she’s seen as one of them, and a knowledgeable, capable, and dependable person.
We are lucky to have her despite all the FUD.
It was fda who insisted on a crossover to ensure everyone had a chance to be treated with DCVax.
The fda knew the implications and therefore are ok with them.
It’s logical, it’s logical, it’s logical logical logical!!!
Coinkidink, I think not
All the leaves are brown
And the sky is gray
We’re waiting for approval
On any coming day
The motion to dismiss
Maybe denied soon they say
Northwest Bio dreamin
We’ll celebrate our way
DCVax costs of patient care for many cancers should be significantly less than the overall costs of patient care for current cancer treatments.
The current cancer treatments are costly for the actual treatment plus costly to address all the recurring labs, emergency room visits and hospitalizations, and drugs and doctors visits to address the debilitating and dangerous side effects.
DCVax is benign and low overhead for the overall health system, requiring a well defined schedule of shots in the arm, not relatively more frequent trips to the cancer center for labs, infusions, doctor visits, nausea/gastro/skin and mouth sores, increased susceptibility to blood disorders and clots, and infections, that can debilitate and possibly kill the patient.
Cancer sucks and the prospect of treatment that doesn’t damage healthy tissues and organs, and while preserving normal and healthier feeling life including being able to eat and taste normally, etc., is a major advancement. And it stands a better chance of survival and a memory effect that might prevent recurrence/mets!
DCVax might not only be a threat to BP, but might also impact the whole ecosystem of expensive health care imo.
Post 703870
Includes link for audio and the transcript
Yo y’all,
I thought I had fully heard and digested and comprehended LP’s very long and detailed ASM update.
Just for good measure I made it a point to replay it and give it a most careful and attentive listen.
It was time well spent and I recommend you commit the quiet uninterrupted time to relisten carefully.
Overall LP provides an indication of the comprehensive nature of their planning and activities to build the franchise for dendritic cell (and complementary) therapeutics.
This includes growth regionally, by cancer indication/combination opportunities and partnership opportunities, with intent to capitalize on the “toolkit” and multinational IP protection that was intentionally established to support such growth around the world.
Even LP’s manufacturing discourse and the importance of closed system manufacturing, and the nuances around coming up with new variations that address issues with the original Flaskworks implementation.
The future looking portion of her presentation is also rich in detail and importantly based on continuing to build intrinsic value, that should ultimately be recognized and realized.
You can’t listen to LP’s detailed summary across the important activities and objectives and give credence to all the FUD that is thrown at the proverbial wall!
Look, I have always been characterized as paying attention to detail across projects and work, and it is readily apparent to me that LP is fully intimate with details of everything nwbo is doing and has a comprehensive framework and plans for the development of nwbo!!!
Highlights:
MAA approval is lynchpin for every thing
Management must greatly build out (to handle commercialization and growth vectors)
DCVax L and DCVax Direct (highlighted)
Roswell inlicensing re enhanced DC, tumor environment, enhancing and complementing elements tool chest
The thundering herd is on its way but not here yet and nwbo positioning for it
Nwbo is quite open to partnerships and some are in the works
Share price manipulation and stopping it
Market doesn’t yet reflect intrinsic value and nwbo will continue to build intrinsic value
My opinion after listening is more bullish than ever however it all hinges on MAA approval in the UK, the rest should follow, and I believe the intrinsic value is much higher than the artificially suppressed current share price.
Like LP says, these are forward looking opinions and there are no guarantees, however I’m feeling very good about the near future and that nwbo is in good hands with the present CEO and team.
Could be tomorrow morning, or another day this coming week! Or the following week. The tingling sensation is increasing!
The sun will come up, tomorrow!
We are very likely exceedingly close with the MIA change to Human from essentially trials.
That’s why I did one more meaningful buy at $0.332 instead of trying to catch the move just right.
That’s it for me (famous last words )
I’m way longer than I expected to be and more than enough to feel good about the results if and when the true value of nwbo shares is even partially realized imo.
Yes indeed! We are far from being a household name, but we will be!!!
Hey, HBO series using DCVax in an episode is a baby step.
Don’t forget the value of the Big Data database and tissue banking potential!
My last work was related to Big Data, which goes hand in hand with a lot of opportunities, including AI, Assisted Reality, discovery, advertising, monitoring and prediction, etc., etc. !!!
All sorts of other things besides GBM/rGBM treatment, which is important itself.
Extend to all solid tumors/tissue agnostic and dcvax direct for inoperable tumors!!!
The end game is many innings away. Heck, the opening pitch hasn’t even been thrown yet!!!
Use of Eden could be another revenue stream and barrier to entry for interlopers!
Thanks for reminding me!
Time to chill the magnum again and I think this time for good for the celebration!!!
All the best!
Flip,
Exactly!!!
Dstock,
Your forensic due diligence skills and frictionless pursuit are remarkable!!!
A lot of us talk however taking action without procrastination is a lot less common. My father, who I don’t believe went beyond elementary school if that in Sicily, nonetheless became a licensed deisel motor specialist for commercial boats. He would effortlessly and fearlessly start executing his ideas and tasks.
I didn’t take after him, and am more like my mom, studying and planning what I would do. Then I might actually start to execute something. A long time after the initial goal.
Needless to say but my dad got a lot more stuff done per unit time.
You remind me of his unhesitatingly productive nature.
Nwbo via dcvax may very well become a king maker, in that it’s looking like dcvax in combo with iCLC and other BP products, yield higher efficacy than without iCLC and dcvax, such as the early promising indications with Keytruda imply. But the same likely applies to combination with BMS’ analogous oncology product. Etc., etc..
So nwbo can play with any and all BPs, as BB once or twice stated.
In fact, it might be too limiting to only collaborate with one BP and possibly impeding the overall progress against a greater variety of cancers.
There may also be a similar approach against non oncology diseases.
From a moral perspective wouldn’t it be too self serving to have a Chosen BP get the secret sauce and control who and how it is applied towards greater potential or not?
Dcvax/Hiltonil may become the new oil that many BP engines will need, so to speak.
Its shenanigans every day until Tharrr she blows!!!
It’s coming very soon imho.
In the words of Gomez Addams, “Trish, I love it when you speak French”
Here’s to great news coming real soon!!!
I just picked up another bunch of shares at $0.332 due to the tingling feeling that we are extremely close to big positive catalysts being reported, not the least of which would be MHRA MAA Approval!!!
Is this the weekend before “Tharrrr she blows!!!” ?
This is probably the last addition I make since I have gone way beyond planned position, but I’ve stated that before only to keep adding.
Time for an intervention or time for a partee ?
LP is an expert on IP
Yes, MHRA LEADS the rest follows!
The paper claims a follow up phase 3 comparing dcvaxL to SoC has been in progress.
I don’t remember anything about such a trial and it would seem inappropriate to condemn trial participants to a placebo arm without benefit of dcvax.
M a n i p u l a t i o n imho
Maybe trying to keep a lid on things?
Maybe covering at suppressed sp while still can?
But whatever, the combination of high volume and no significant sp movement up or down this morning should be a flag.
Kenneth, what’s the frequency?
Nothing trades billions of shares a day, so I don’t understand your post ???
Suddenly I’m hearing the Flash Dance music in my head. The music just prior to approval (acceptance into the dance academy)….you know,
What a feeling!
Thanks!
Thanks I will be checking as well!
Yes that was my first thought, however wouldn’t a simple update have retained the Investigational indicator instead of Human (which I think I remember seeing other treatments updated in the MHRA MAA changes reports go to Human upon approval.)
Tharrrrr she blows!!!!!
Could we be reading a new PR and/or SEC filing of material new information regarding MHRA Approval tomorrow morning?
The sun will come up, tomorrow!
Will the sp follow along?
Am I putting the cart before the horse?
In my opinion and simplified logic I would assume the MIA change to Human correlates to MAA approval!!!
Can you feel the higher energy and anticipation of imminent news?
I feel something tingling !!!
Any day now, “Tharrrr she blows!!!!”
(Referring to Moby Dick, and shame on those who are thinking gutter stuff )
The reported volume has been steadily higher over the last few weeks, or so it seems.
One doesn’t know how much is manufactured by shenanigans trading back and forth, however it seems the average level has risen.
Short covering? Whispers spreading about imminent catalysts? Continuing shenanigans?
Could be any combination, however the sp continues to hover and change in tenths of a penny, which imo indicates continued suppression/control of the sp.
What to do? You do you, whatever that is!
For me, I see the risk reward still compelling and I keep adding at the low prices. If I’m wrong my damage has been done and the additional cost of $0.30 shares amounts to a low single digit additional loss. If things go well the additional investment stands to gain 10:1 even at $3 sp.
Again, you do you! Just my opinion and not investment advice. I never bet the ranch, just the north 10