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How do you explain NVCR down 9% while NWBO up 15%.
Just asking.
And LC soon from jail
I would add all this support the company’s decision to patent their formulation around the globe.
NWBO will be the Oracle of the biotech industry.
Nothing less imo.
Thanks Flipper.
I have the same conclusions. That article is done by an amateur trying to sell an old pair of shoes…
People do their own justice as there is no more justice.
The best definition of NVCR.
“The company’s willingness to put this in their Q means discussions are advanced.”
Agree.
This is as of June 30th.
We’re now mid august.
The mother is about to give birth…twins or triplets?
Agree with you ATL that NWBO has access to $$ via multiple sources:
1- compassionate program in UK
2- Lawsuit “fractional capital raise”. It could represent $25-$30m the company received so far.
But why staying on this platform and fight these MFs?
I’ll never pay for that shit.
Every smart long person should cancel it’s sub and leave to X.
100% agree.
Price is what you pay and value is what you get.
My condolences DD.
Congrats Hoff!
I think you would fail the lie detector.
I appreciate your tenacity and above all don't give up.
Well said.
I really believe HFs ie Citadel + market makers are the most informed about anything in the markets.
Seeing the unprecedented attacks/comments on this platform lead me to say that we’re very very close to get a major press release from NWBO.
He’s not a silver spoon like you.
Trust me on that.
PM, 17 messages in the last 24h!
NWBO must be very close to announce something big.
The value of NWBO could easily exceed $20B on a takeout.
Read this.
From Hyperopia
jfr1611, yes I was referring to the Kite and Juno buyouts a few years ago.
I think an estimate of Northwest Bio’s potential values, based on approvals for various other solid tumor cancers, has been posted both here and on Twitter before. I don’t have that, but maybe someone else can post it for you.
I think it’s premature to speculate on that, which is why I just referenced the other CAR-T cell therapy companies as a starting value. Total available market is major factor in estimating value, which is why I said that the value of Northwest Bio should be higher than those companies. How much higher? The total available market for a standard-of-care Glioblastoma treatment for both newly diagnosed and recurrent, is certainly much larger (at least 2x) than for 2nd or 3rd line lymphoma, myeloma, or leukemia, that those other CAR-T cell therapies are approved for. So just based on the Glioblastoma market alone, I think it may be worth double the value of those other two buyouts.
DCVax’s mechanism of action that Dr. Bosch demonstrated conclusively at ASCO was for Glioblastoma, which is probably the most difficult cancer to treat. In theory, the mechanism of action should apply to other cancers, and even to other diseases. It seems probable, maybe even very likely, that DCVax will have a much higher response rate in other cancers that are not as deadly as Glioblastoma. This has been shown anecdotally to be true in some compassionate-use patients, but it still hasn’t been trialed in those other cancers yet. DCVax-Direct, which has basically the same mechanism of action, has been evaluated in a small, phase I basket trial, that was primarily to demonstrate safety and feasibility, but it did extend survival in a variety of (10) cancers. So yes, perhaps it’s a little more than just theory.
A Big Pharma company like Merck, Bristol Myers, Roche, or Gilead, would certainly understand what the implications are with DCVax’s mechanism of action, but I’m not sure how they might value it at this time, given what has actually been clinically proven. I think it’s probably fair to say that they would attempt to minimize its value, in any buyout negotiations though.
Ultimately, I guess the value is whatever someone is willing to pay, and what Northwest Bio is willing to accept. I also continue to wonder what that number is.
PM, your analytical understanding is on another level.
Can you enlighten us on the situation regarding NVCR?
Why has the title been in free fall for a few months and why the CEO is selling without tomorrow?
Thanks in advance.
The issue I have on how foundations are doing their day to day operations is not specifically related to Dr Musella himself and it is not personal.
He’s running a foundation (brain cancer) and he (probably) got a lot of money from NVCR.
Now we have DCVAX from NWBO that could take Optune (NVCR) out of business (NVCR share price is signalling that anyway).
My point is how can Dr Musella be a huge advocate for DCVAX (NWBO) knowing his support will hurt Optune (NVCR)?
By accepting $$ from companies like NVCR brings a lot of possible conflict of interest.
Exactly like Citadel/Ken Griffin with politicians.
I believe it’s the main reason why LP decided long time ago to file for an approval (MAA) in the UK.
I said your comment is not impacting my decisions
Keep speculating on the downside, I’m putting my $ where my mouth is which it’s not your case.
You’re not impacting anyone with your false comments.
I’m a buyer.
Boss is trying hard to push the Stock down
Well done!
Thanks DD.
Hyperopia,
I think you’re making reference to Kite Pharma who was acquired by Gilead Sciences in 2017 for $11,9B and Juno Therapeutics acquired by Celgene in 2018 for $9B.
But these are CAR-Ts liquid tumours only single target, prior to FDA approval & prior to revenues.
With the MOA demonstrated by Dr Bosch (ASCO early June BNOS & this week in Cambridge UK), how much is the value for NWBO?
“PRICE is what you pay for, VALUE is was you get”
Warren Buffett.
In the case of NWBO, there’s a large gap between them.
Typo
NWBO is a public entity, NOT private entity and the shareholders have the right to get informed periodically.
100% agree.
The JA was approved in august 2022 but hold for publication at the request of the company until mid November.
Why?
In more than 30 years in the capital markets (investing & working), I’ve never seen such situation.
NWBO is a public entity and a private entity and the shareholders have the right to get informed periodically.
Approvals coming soon.
Faster than you think.
PM, you should give the company a call.
Cash seems not to be an issue.
It’s the opposite.
What ever is 1B or even 1,2B shares (I have a 3rd party number from a legitimate source who’s doing this for 25 years who’s saying it’s 1,2B shares), the naked shorts if HUGE.
We’ll see how powerful is the short squeeze once the UK approval comes in.
Stock manipulation like today will be history.
Yes it will.
Faster than you think.
You think because you’re anonymous fake account the DOJ can’t know who you are?
Illegal Naked shorts is over 1B shares.
Hope DOJ steps in soon.
Can’t agree more.
Wow you’re very bullish!
Can I respectfully ask you where will be NVCR at the end of Q3?
They’re working on a rolling review imo.
She said “we’re regularly in contact with the regulator.”
You’re right.