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The shorts are walking the share price down slowly and angling to exhaust nwbo’s coffers in the continuing pressure to possibly bk nwbo or force a firesale imo.
Someone really needs to make the movie of this epic battle to bring a much needed cancer treatment platform technology to commercialization!!!
My bad, you did remember the frivolous lawsuits right up front in your post!
Yes, I needed your reminder of all the dirty shenanigans (putting it mildly) and don’t forget all the ambulance chasing frivolous lawsuits that were brought during one of the worst coordinated attacks, meant to exhaust nwbo’s financial resources and divert nwbo management resources at a particularly vulnerable time.
I think it was after and because of this period that nwbo went radio silent!
GLTA and may our wait come to a victorious conclusion very soon!
So true!
The other reason to support management is because the share price is being walked down slowly, making any sales of new shares bring in less money, further preventing cash raising efficiency
Small world! I also have a circa 1959 Lionel trainset that my parents got me when I was a child.
I believe its no more than 8 cars long including the locomotive and caboose, and the locomotive makes smoke (using little white pill) and the train whistle noise when you press a button on the transformer!
It still works and I’m taking with us when we move later this year.
I don’t think it will be bk, as bk has been avoided for a very long time since much more perilous days and many years from approval, not for the lack of trying by opposing parties.
I didn’t invest in Tesla because of the key man risk if something happened to EM.
Now I won’t invest in Tesla because of the key man risk and the key man acting like he can just walk away or extort.
He’s obviously technically excellent and has thrown himself completely into things to get things done, like sleeping in the factory to help meet schedules.
You do hit on worrisome sides and behaviors.
Not that anyone is perfect however Twitter, I mean X, is harboring disturbing content increasingly.
Sounds like you have a good grip of the situation and I now can’t feel Musk is beyond taking his marbles and leaving Tesla automotive to twist in the wind.
I would never think he would even suggest walking away if he doesn’t get what he wants, and even if he is bluffing it’s not a cool thing to do, especially when you’re one of the wealthiest people on earth and demanding over $50 Billion.
With leadership like that who needs cyber attack extortion, imo
And mind you as an engineer I truly appreciate his brilliance and super accomplishments and he has been a national treasure of sorts, but his recent exposures have taken some of the luster off his image imo.
I hope you don’t drive a Tesla if EM is mad at you. Not that I’d worry so much about safety issues than possibly annoying issues. After all it’s fully instrumented and controllable via software
The Advent entity consists of labor employees and their knowledge and processes, Advent doesn’t own the physical facility and plant/equipment.
Nwbo owns the physical assets and Advent would have to either buy out the assets from nwbo or have to provide them or have them provided for them if they left with their employees.
To the extent that the production processes may depend on the Eden devices, then Advent would need to license and pay for their usage.
So, Advent is not a self sufficient billion dollar asset.
If at some point nwbo and Advent decide to go their separate ways, nwbo would either retain ownership of the Sawston facility and physical assets or negotiate equitable deal.
If you keep up this back and forth i’ll not get to thoroughly read the proxy materials
Sorry Antihama, I didn’t look carefully and thought you were one of the FUDsters who have been sparring since yesterday.
You folks are getting better at whitty repartee than FUD, and I can live with that
I’m all for dreaming big but I draw the line at world domination
One reason I can think of is for fending off unwanted takeover since Advent isn’t a public entity but I can’t say that is the primary reason or even a reason for sure, just conceivably.
Playing word games i see.
Nwbo owns the manufacturing facility at Sawston and it is run under contract by Advent with terms and conditions that also include using some of the facility for non nwbo/DCVax production presumably sharing that sub business if it ever materializes and is pursued.
It’s smart to have potential ways to defray some costs and diversify production revenue if needed or otherwise worth undertaking.
I beg to differ because the issues that would arise from approving a treatment that couldn’t be produced and at quantity would be very bad.
Also, if you were correct, then why did the process require Sawston to be certified and approved prior to MHRA MAA approval????
The answer is of course demonstrably inspected manufacturing factors strongly into the approval process.
Blasphemy!!!
You shall not talk sh_t about the Great Gretski….. unwritten 11th commandment
MHRA approval of the MAA and NICE’s assessment both critically depend on certified and approved manufacturing at volume and cost!
Manufacturing in the UK and jumpstarting Sawston as an advanced biotechnology hub is a major plus!
Thanks for sharing!
Your so called reality check (ir maybe you did mean realty since you brought up Sawston property sale) is mostly spin and innuendo!!!
Yes the trial took longer than it could have, no thanks to having to battle the cabal and the related decision to collect a full 5 years of data on all participants to bullet proof with actual data rather than mathematical projections.
You avoided the fact the trial met its endpoints, and please don’t bother with the garbage ruse about trial changes, which were prompted by new advances in understanding pseudo progression and the realization that “everyone is living longer!”
The JAMA accomplishment you do acknowledge in fact documents the trial success!
LP’s resourcefulness in identifying the Sawston property, buying it, and then selling it for much more than paid with terms that are favorable for continued use of the Sawston production facility and retaining a small portion of the property that has also increased greatly in value, are examples of rabbits that LP pulls from the hat to keep working to commercialize DCVax.
Similarly Flaskworks will be recognized as another brilliant acquisition for the closed system and automation advantages it provides nwbo and as a valuable technology for the whole CDMO industry that will pay to access the benefits!!!
I can go on point for point but I have to make good on the challenge to read the proxy materials that I accepted from PM.
Gary,
Lexus have always been great reliable cars that you can’t go wrong with imo.
We went a little (probably more than a little) crazy with the new house, so unless we get obscenely wealthy soon from nwbo, I won’t be adding a Rolls, Bentley, Ferrari, Lambo, or Aston Martin, as a second vehicle.
I am having the garages wired for an EV and a golf cart though, and although we’ll have a Generac, I will be able to also use the EV battery and solar panels if desired later. I’m probably too practical to treat myself to something really extravagant anyway as a logical engineer (unless again our return on nwbo becomes such that the YOLO rationale is compelling!)
The FUDsters will certainly accuse us of being crazy dreamers in denial of reality, but then again I realized too late in life that one should dream bigger because we tend to accomplish our goals and self limit when we set our sights lower!
Ok, I felt the symbolic glove slap across my face challenging me to read the proxy materials, and so I accept the challenge and shall walk 10 paces, turn, and whip out my trusty and hair-triggered computer and read the proxy materials.
Maniana, that is!
Tonight, if you still consider 1:30am ET night, I must take care of my other responsibilities, like the mathematician Galois (pronounced Gal Wa) who was challenged to a duel and stayed up documenting as much as he could finish about Galois Groups, should he become short of this earth by losing the duel, which he in fact did! He was left injured and died later in a hospital.
He seemed to live a disturbed and sometimes tragic life and didn’t get enough recognition as his submitted works would get lost or not considered for important distinctions, and other than his unusual aptitude for mathematics at the highest level, his other academic and personal communications were lacking.
Today his work on Galois Groups, solutions to prime order polynomials, leading to Galois Fields (interestingly applied today in error correcting codes such as Reed Solomon codes used in advanced military communications systems and also in encoding digital streams such as in some satellite communications and DVDs, where you need to compensate for errored symbols in real time signals such as digitized voice and video being decoded.
But i digress, and you can obviously and correctly point out that I could have read the proxy materials in the time I’ve been writing this very long and likely uninteresting post.
Ooooops, my bad!
I’d be lying if I said I read everything in the proxy documents this time, so I can’t currently comment on your statement.
Maybe I’ll get to it later but I understand these are awards we previously voted on, and it seems the issue is the reference to “true up” which in general isn’t a term you want associated with shares and options, i’ll give you that.
Perhaps I’m slipping with regards to me reading people and their intentions, but I have and continue to feel LP wants to better cancer treatment and outcomes.
I don’t think the compensation was similarly high throughout the last 15 years, and are option awards a big part of the $18M?
My mom’s oncologist didn’t react to my mentions of DCVax and nwbo, as I would mention them prior to ASCO, which this doctor attended every year.
I think they feel treatment has to be approved or one of the treatments they were trialing. They got my mom on one of their experimental treatments that they were trialing and even made a special trial of one (just my mom) for one of the experimental treatments they were giving.
The thing I was most upset about was that I requested my mom’s tumor be saved and not in paraffin. The tumor, which was inside her kidney, was not frozen and stored in paraffin.
Anyway, many doctors are going to stick with SOC and other approved drugs, and experimental drugs they are involved with in hospitals taking part in trials.
We must differ, especially regarding LP.
She doesn’t need a piggy bank since she has already been independently wealthy, and I’ve seen her exhausted and ill from working hard against the coordinated and uncoordinated attacks on nwbo a number of years ago.
Surely she wouldn’t risk her health over a scheme to make money that she doesn’t need, especially when it’s not life altering money for her.
Imo LP has a personal desire to improve the fight against cancer, losing her father to cancer. Similarly, Dr Liau lost her mom to cancer and I believe she works hard to make a lasting impact in the fight!
Now if LP makes billions as a result of making DCVax and nwbo commercially successful so be it and it would be well deserved.
Elon Musk is the wealthiest person in the world on good days and is demanding a more than $50 Billion bonus, and there are many CEOs making over $25 million a year.
Very good point!
We had a friend’s brother who started with a glioma or possibly a cytoma (sp?) and later passed from a higher grade glioma or GBM, im not remembering exactly.
Also had a cousin’s spouse who passed away from GBM not very long after my cousin (his spouse) predeceased him from another non-brain/head cancer. BTW, the GBM victim tried wearing the helmet to no avail. A friend’s best middle aged friend passed from GBM a year or two ago, leaving a spouse and minor children. Many other relatives passed from a variety of cancers, including my mom who survived colon cancer but got erethrial carcenoma some 16 years later.
If DCVAX were to do nothing more than extend life with better quality of life that aline would be so important!
We know a subset of people have been effectively cured of terrible cancers already, and the combination treatments are looking phenomenally promising!!!
The FUDsters must live with themselves knowing they are literally working against such a breakthrough cancer treatment.
Well dcvax was a first PIM candidate in the UK, and perhaps it’ll be a first 150 day process completion within or close to the goal!
I’m not sure where $18M comes from?
LP cash compensation is less than $2M i think. I don’t think cash bonuses make up sny where near the difference. Are you counting the options awards?
Or are you counting cumulatively over a number of years?
I do spend a lot of time on trying to keep up with any nwbo due diligence but I’m not remembering an $18M annual compensation for salary and bonus.
I’m not convinced they shouldn’t be awarded the securities given what has been accomplished, snd I’ve seen managements get richly rewarded and golden parachuted for a lot less than bringing a breakthrough treatment platform to market for a terrible cancer!
A treatment platform that looks to be a key towards cures across solid tumors agnostically, and quite possibly also help with inoperable tumors, which I don’t know about any other current hopeful approaches. Just the life extension for rGBM alone is a Godsend!!!
Thank you for the expanded information regarding MHRA performance and your expectations.
I’m good with approval anytime this year since I’ve been in this investment for so long that a few more months is still ok for investment purposes but less than OK for the GBM patients who might be able to live longer and better on the DCVax treatment.
For personal financial reasons sooner would be much better for me too, but not even remotely like the life and death impacts of GBM afflicted and their families and friends!
GLTA
I’m a neither a lender or borrower be, type of person, especially when it comes to Grey Poupon! Some things are clearly over the line.
A Bentley is nice, however I think I’d go for a Maybach dollar for dollar, or my childhood goal of a Rolls.
But when I sit in the driver seat of a Maybach I feel like I need to wear a driver’s cap and suit, and I don’t want the expense of a full time driver in order to enjoy the experience in the luxurious rear seats!
It turns out that a number of luxury automobiles use Mercedes engines, a testament to Mercedes Benz engine building and their experience as the oldest car manufacturer.
This is a serious issue moving to the south from NJ, that the Mercedes dealerships in NJ are better than most, and my dealership is arguably the best in the country. The Mercedes dealerships in Florida and i think in parts of Georgia, seem to be owned by auto groups that may not be as reputable and customer advocates as my current and two other dealerships I’ve experienced in NJ.
One time my daughter had the SLK in to three Mercedes dealerships in Florida and got three different stories about what the car needed, with significantly different pricing but each in the 1-3 thousand dollars range! Everyone knows that Mercedes sensors and trouble indicators and measurements are extensive and should read out consistently what any issues are captured when connected to the Mercedes diagnostic computer!
Decided to break with Mercedes dealership only service at that point and found a reputable foreign vehicle servicer and the service was significantly less than a thousand dollars !
If any fellow longs in North Georgia have specific Mercedes dealerships recommendations I’d appreciate that info.
But isn’t 333 days across the board average, not the average for 150 day process cases?
Say the magic word and a duck will appear!
I use that club line all the time, except in my case it might be true
When I move into our new house I will likely be the lowest net worth neighbor in the HOA, unless and until nwbo shares climb towards their full potential!
Until then I’m down to just one Benz and it’s more than 5 years old (but it’s a great car that should be good for another 10-15 years or more.) I might have to borrow my FIL’s 1957 Tbird convertible to not be looked upon as the poor man, no pun intended
That’s the first time in my life that I’ve been accused to be a lemming!
Fortunately my parents raised me to have self confidence and worth, so knowing I have always made my own informed decisions and still as a leader valued all team members inputs and being able to support team decisions even when I personally may feel differently.
So I’m not a lemming and I’m not “my way or the highway “ elther.
And finally, growing up in Brooklyn, I’ve been called worse and I like to say I’ve been thrown out of better places
One thing I have never been is a sell out or one that could be bought to do something wrong.
I used to say I would kill for free if absolutely necessary but never for a payoff, the way FUDsters effectively contribute to GBM patients dying sooner than they might if dcvax were available sooner.
Sausiche his own
Maybe since I’m retired I wouldn’t want LP, LG, Alton, and Dr B to worry about outliving their retirement nesteggs
After all, when your standard of living gets higher you get locked into higher expenses, and you don’t want “them” badmouthing and feeling sorry for you when you’re down to your last few million
Thanks for illustrating that there already is movement in the non-cancer/HIV treatment realm.
Exactly, and as has been pointed out, nwbo would have the flexibility to license/franchise/partner/etc with other very capable entities to eventually widen the front or increase the bandwidth of exploring and advancing the platform technology beyond solid tumor cancers.
Your question of what will be used as the lysate/target biology is a good one and requires solution candidates when beginning to explore those non solid tumor maladies.
But I believe the MAA is per the 150 day process, which is roughly 5 months, and even with RFI that leaves about 6 months in 2024.
Btw, I think the 150 days is up this month!
Most likely imo we get approval this month or anytime through September, and I’ve got fingers crossed it’s before the end of this month of June.
Reminds me of a song in a musical, something like “June is busting out all over” !!!