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Hi Alphapuppy, Merry Christmas (Hanukkah for me)…
Great to see you posting more frequently lately. Your models and clear explanations of GBM as a disease were what convinced me to invest heavily in NWBO in 2020. Previously I’d taken a small position in 2014 after my friend, a GBM DCVAX survivor, told me about the company/clinical trial.
I wanted to get your take on something that I don’t really understand. I’d asked this question to the board previously and only got “Covid” as a possible explanation.
HOW COULD MEDIAN OS IN THE BLINDED/BLENDED 2018 INTERM DATA (23.1 MONTHS) POSSIBLY BE GREATER THAN THE FINAL TREATMENT ARM MOS DATA (22.4 MONTHS) 2 YEARS LATER?
One would think that mOS would have been substantially greater in the treatment arm (even considering that many of the control arm patients were crossovers that got DCVAX). In fact, many here were predicting 26-28 months for mOS in the treatment arm.
Notes: For consistency using mOS from SURGERY rather than from RANDOMIZATION.
Also, don’t get me wrong, I’m confident the data is more than good enough to gain approval and I’m not trying to sow any doubt.
SOURCES:
https://nwbio.com/updated-interim-data-from-phase-3-trial-of-dcvax-l-for-glioblastoma/
https://nwbio.com/northwest-biotherapeutics-reports-positive-top-line-results-from-phase-3-trial-of-dcvax-l-for-glioblastoma/
You’re welcome! Sometimes with all the delays, silence, obstacles, attacks, naysayers, and evildoers, even I forget the simple reason why I invested in NWBO in the first place:
DCVAX WORKS.
Yeah it is! I live/was born on the opposite side of the island (the wet side) above the surf spot Jaws. Just had lunch with my friend who just so happens to be a 10+ YEAR DCVAX SURVIVOR and an investor in $NWBO!
https://vimeo.com/620219724
Welcome to my island Dr Bala! Have a great stay!!!
You too! Hang in there everyone. Whether it be in the coming days, weeks, or months, I believe NWBO will finally deliver a partnership or approval that will finally cause a legitimate short squeeze.
Reverse splits, in order to maintain or gain listing compliance, are almost always seen as a sign of major weakness and taken advantage of by shorts/manipulators.
There are literally thousands of examples of companies immediately losing 50 to 80% of their market cap immediately following a reverse split. There are very few examples of a reverse split actually causing any sort of sustained benefit. Check out $ANTF for a recent example.
Furthermore, in my opinion, being listed on a major exchange does almost nothing to prevent shorts and manipulators from continuing to destroy shareholder value, other than potentially opening the door to institutional investors. In fact, the existence of option trading can actually increase the intensity and duration in which stocks on major exchanges are shorted. This is why a gamma squeeze is a thing.
LP is doing everything she can to maintain shareholder value prior to APPROVAL or PARTNERSHIP, in order to maintain her own wealth as the largest shareholder of NWBO. IMHO a reverse split would destroy the market cap of this company.
This is a fascinating “fact”! I have so many questions!!!
Who is Wall Street and why does he hate LP so much?
Was he BFF with Woodford?
Wait is he also Citadel’s boss?
Is he punishing NWBO via spoofing and illegal naked shorting?
Go Mr. Wall Street! Vigilante justice for the people!!!!
I think Smails is referencing the down gap at .875 from 12/9 (Dr. Stupp Day) acting as support yesterday.
Thanks for clarifying Thermo.
I’m sure I speak for a lot of people in saying that we appreciate you! Even more than sharing your thoughts and philosophy here, we appreciate the support and patience that you have shown Northwest Biotheraputics.
Without your belief in and unwavering support of this company, this revolutionary LIFE SAVING treatment for the worst disease on earth may never have seen the light of day.
If we’re talking about the stock market on a Sunday and someone says “next week”, they mean “the next trading week” not “the week after the next trading week”
Anyway it’s all speculation but I’m not selling a share and certainly not next week or the week after next week ;)
He was referring to Thermo stating that he didn’t expect news Monday (tomorrow), but hinting that the “2 marshmallows” is close.
So he means next week, as in the next upcoming trading week.
NWBO has never liked Monday releases anyway, so I’m guessing Thursday.
FYI:
https://stocktwits.com/escctrl/message/500611430
By the way this user has 5 MILLION + shares
Also Optune ain't approved for recurrent glioblastoma. $$$$$$
Well if they could somehow pull it off that would be amazing, but I feel like it’s a little like the secret BLA/surprise approval theory. With the ECA + SAP Revisions, I’m really just hoping for MHRA approval/reimbursement of -L for all GBM types by Q2 2023.
I’m much more hopeful for a partnership than any type of surprise approval.
I think we’re saying that based on the DCVAX-L PIII GBM trial alone it would be highly unlikely to gain regulatory approval for all solid tumor cancers.I agree that a successful DCVAX Direct PIII trial for multiple solid tumor cancer types could then be used to gain approval for use in all solid tumor cancers.
Hey Sojo, hope you are well. I’ve become an IHUB lurker, but it’s great to see your charts more frequently!
It’s funny you used the term “ripe” because it reminds me of a friendly debate I had with my brother.
He had asked me what is the only word in the English language that by definition (not slang) means it’s own antonym.
I chose RIPE (meaning either ready to eat or smelly/old), but
I guess the the correct answer is CLEAVE (meaning either to sever or attach)…
Anyway, I hope the time is ripe for us to break out soon because I am getting ripe waiting ;)
EDIT: Apparently there are lots of “Contronyms”: https://www.dailywritingtips.com/75-contronyms-words-with-contradictory-meanings/
You are correct, my bad. I used a term I didn’t actually know the definition of.
No, I included that entire sentence in my quoted language. I have no agenda, and wouldn’t be surprised if they have NOT filed anything yet.
Just was pointing out that
Agreed, I’ve learned to expect delays with the multiyear promise to lock data, the promise of TLD/publication “ASAP” that took 26 months from DL, the buildup/letdown of every major conference/ASM for the past decade, the short trap that never came, the ”rollout” of good PRs all at once that hasn’t happened yet, the many iterations of the “secret BLA” theories, the tote bags with a trademark indicating approval already happened, the Merck Duffy theory, the quiet period=acquisition theory, the obscene valuation predictions for post TLD when the opposite actually happened, the recent theory that somehow DCVAX-L will be approved for all solid tumor cancers without any additional trials, the multiple predictions of OS of 27+ months for the treatment arm when somehow OS went way down from the blended interim data, and on and on…
Nevertheless, I too am cautiously hopeful this will be a great month for all of us with MAA filing, MIA approval, possibly a partner, and maybe just maybe a gamma squeeze ;)
GLTA
Interesting point, thanks for sharing.
I enjoy reading you, Hopeforthefuture3, and FeMikes posts to balance out the unbridled enthusiasm that many, including myself, feel right now.
That’s not my reading of his reply:
Awesome, thanks for sharing! What other biotech message boards have people sharing emails from members of parliament excited about the approval of their revolutionary treatments?
I’m sure there will be more bumps in the road and unexpected delays but it feels like the journey towards regulatory approval is finally on its last leg!
Thanks for sharing your thoughts. Price action certainly supports your logic. We shall see what happens in the coming weeks. I’m hopeful that we get MIA approval and MAA filing/acceptance before ASM.
Why is that so outrageous a thought?
Couldn’t this be the 2nd in the series of PRs?
Note: Just asking, not attacking, I’ve really enjoyed your posts lately Iron Mike.
https://www.wsj.com/articles/biotech-company-says-citadel-other-big-traders-manipulated-its-stock-price-11669901683
Biotech Company Says Citadel, Other Big Traders Manipulated Its Stock Price
In a new lawsuit, Northwest Biotherapeutics accuses market makers of illicit ‘spoofing’ trades
In the modern stock market, high-speed trading firms like Citadel provide stock quotes throughout the day.
PHOTO: REUTERS
By Justin BaerFollow
Dec. 1, 2022 at 8:34 am ET
Listen to article
Length (2 minutes)
A biotechnology company accused Citadel Securities LLC, Susquehanna International Group LLP and other Wall Street firms of driving down its stock price through a series of illicit trades.
In a lawsuit filed Thursday in Manhattan federal court, Northwest Biotherapeutics Inc. NWBO -2.15%decrease; red down pointing triangle alleged the market makers had repeatedly engaged in “spoofing,” where traders place orders with an intent to fool other investors about a stock’s demand and manipulate the price.
Credit: Nokloo - Stock-twits
Long time brother, hope all’s well!
Partner butter and Jama
Peanut butter and JaMAA
Peanut butter and JaMIA
Well, on the bright side, one more day like today and we’re not going to be “overextended” anymore.
I agree 100% but I’d support it even more if we get the MAA application/acceptance PR, which we all know is coming sooner rather than later.
Random thoughts:
Now 20,000 upvotes on Reddit in 11 hours (publicity is night and day from May 10)
Thermo knew it was Peanut Butter and Jama (guess having 100 million shares has its perks)
Don’t like the gaps on the chart at .6888 .6920 .7450 and .8300 but this time there is news so maybe it is the elusive “gap and go”
TA works on OTC stocks. Thanks Sojo and Judge et al.
Wonder when ASM will be announced, and if we’ll get a a series of PRs before then to validate increased AS.
Columbine Capital Services, Inc. upgrades NORTHWEST BIOTHERAPEUTICS ORD SHS from 2 to 1.
By Investars Analyst Actions - private
— 2:34 PM ET 11/12/22
On November 12, 2022 Columbine Capital Services, Inc. upgraded NORTHWEST BIOTHERAPEUTICS ORD SHS from 2 to 1.
1. Buy: Sometimes called "strong buy," a buy rating is bullish and implies that the stock is likely to perform very well.
2. Outperform: Also termed "overweight" or "moderate buy." Outperform is a mild buy rating and implies that the stock is likely to have higher returns than the overall stock market.
3. Hold: A hold rating is a neutral rating, often called "market perform" or "equal weight." This rating says there is no reason to buy the stock, but no particular reason to sell it either.
4. Underperform: Also termed "underweight" or "moderate sell," an underperform rating means that the stock is likely to perform slightly worse than the market as a whole.
5. Sell: Sometimes called "strong sell," a sell rating is pretty rare and usually only given if the analyst is extremely bearish on the stock. This rating implies that the stock should be sold or even shorted.
Why would knowing your real name cause DI to hang up?
Can you kindly elaborate?
I can’t believe we are talking about SirP. He was the worst kind of irrationally exuberant bull for years (straight pumping no contribution of information whatsoever), then he messed up a swing trade for tax loss purposes and started claiming the company was going bankrupt in every post to get back in. Then he started lying about his mom dying for our sympathy/attention and that’s when I finally blocked him… a real peach.
I for one believe he does in fact have a lower level inside source and appreciate him/her sharing.
Not too many people could have predicted data lock 2 days before it occurred:
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=158684208
FWIW DI in writing said expect ASM Q3 2022:
On Thursday, June 30, 2022, 10:25:18 AM HST, Dave Innes <dinnes@nwbio.com> wrote:
Yes
Sent from my iPhone
On Jun 30, 2022, at 2:56 PM, emptybaggerz ;) wrote:
?
CAUTION: - External email.
My understanding of Delaware law is that the NWBO ASM is required to be held within 13 months of the previous ASM (which has passed).
As a long term shareholder, would it be reasonable to expect that the ASM will be held sometime in Q3 of 2022?
thanks Dr, you are one of my favorite posters on here. I was confused by your initial posts, but this makes sense. Essentially a flexible shelf offering in the form of preferred shares.still don’t understand why they needed a new series C to do this, so perhaps there is more going on here than just raising cash..
Good luck bro, I’ve always found your posts to be intelligent, even if I disagree with the general proposition that anyone should be swing trading with the share price lower than it was before data lock.
I acknowledge the distinct possibility that the 8K could mean months more of silence, but it could also mark the long awaited end of the “quiet period”.
Despite management’s almost sadistic ability to extend timelines and lack of communication to retail investors, I believe it is the latter because of the price action, delay of ASM, and need for A/S increase authorization from shareholders. Also DI just told me they were “working really hard to get this done.” ;) lol
Right on Mike. I never said it yesterday but you were in fact correct that dilution was imminent and that it would come before publication etc.
Your predictions about the market’s reaction to such news so far appear incorrect. IMO this is how bottoms form (up on seemingly bad news).
If I were you I’d get back in ASAP because if the threat of 250,000,000 in future dilution wasn’t enough to take out a few stop losses, then I believe we’ve triple bottomed in the low ,60s (5/10 aside).
GL
Right but it WILL occur and I can’t believe they’d offer 20% of the company near a 100 week closing low share price.
Wasn’t the whole point of delaying the ASM and A/S increase to wait for the share price to grow so that:
1. The shareholders would happily vote yes on a much needed A/S increase?
2. Future offerings would generate substantially more revenues resulting in the need for less dilution?
I’m hoping they are only selling a small amount of the authorized preferred Cs at these prices (enough to keep the lights on).