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I really would have thought that Ex and LC would have slowly walked away by now, but they might get paid until approval or until NWBO partner up with a BP.
They have really not had a valid bear argument for a very long time, but that doesn’t seem to bother their employers.
Complete morons both of them. Obviously they have a financial interest in NWBO failing. Not hard to figure out as they are 100% in ignoring anything positive. People don’t ignore ALL positive things about a product unless financially incentivized. I am not a fan of the helmet but do admit that if worn as directed it likely have a positive effect.
Great post, ATL. You truly amaze me time after time.
Did a quick survey in the office. Massive beat Mega as being bigger by 7-1 vote. This is in Vegas, which knows a few things about big.
Regardless, no one knows the content of the agreement with LL, what her responsibility will be and when it takes effect.
This has nothing to do with MM's.
Those are just the ones reported. There could be a lot more legally shorted shares out there.
Her department would not run trials for other indications anyway. She will likely be working with other oncologists and help them understand the mechanisms of the DCVax platform and how it can be utilized in other indications.
49M reported short shares. Up 1.5M last two weeks of August. Again, this is just the reported short shares.
Every time one of these morons get caught in too many fibs, they leave and get re-incarnated under another alias. If they can't get any longs to either partly agree at times or engage heavily, they offer no value to their masters.
Some serious drugs involved.
There will be no R/S. The underlying basis for the light threat of one at the ASM is no longer present, so any talk about this subject should be mute at this point. When time is right and they have institutions lined up, they will uplist. The SP will be way above the minimum required price at that time. Let's just patiently wait for the next big PR and take it one step at a time.
I think it is interesting that posters are so focused on the value associated with submission and approval. The real move will be if they sign a partnership agreement with a BP that, if exclusive for certain cancer indications, will likely have a decent upfront payment and milestone payments. Then you can throw all the submission and approval predictions out the window. Where we will land will be determined on the agreement and it's content, which currently is impossible to predict.
That’s a huge compliment, DD.
Not sure what math (or meth) you are using.
Aren’t you the appliance repairman dude?
Haha. That’s funny.
They will PR it immediately.
I would imagine the minute DCVax-L is approved in the UK.
I think the entire Neuro Oncology staff at UCLA are involved in all the trials in various capacities. They all sign off on these articles.
Correct me if I am wrong. This trial seems to be one of the parallel trials in the government funded program at UCLA. I seem to remember that they were doing 3-4 different GBM studies funded by the NIH. I don't see any use of dendritic cell vaccines in this one, but it shows that other immunotherapies do not work at all against GBM, but do work against cancers starting in other parts of the body and spreading to the Brain.
Another trial for GBM fails to show improvement.
https://link.springer.com/article/10.1007/s11060-023-04398-0
Yeah, that one was never in doubt. They do have a sense of humor with comments like that.
This is so very important for NWBO investors. I doubt it will be important to the short term share price, but it is one of the keys to realizing long term gains.
You have mistaken me with another poster. I specifically believe we will get upfront payment in any deal we will do with BP.
Any time you are in the position to wait until approval (in this case, approval in other indications than GBM) you will have a much stronger foundation to negotiate. I just don't see NWBO in a position to co-fund a whole lot of future trials and I think it would delay approval in a lot if cancer indications that could be pushed to the forefront with an exclusive partner for each indication. An upfront payment would also give NWBO funds to do Direct trials. I am obviously not an expert in biotech, but looking at it from a pure business, shareholder value perspective. I am likely blinded by what I see as an amazing opportunity to create immense value for shareholders, based on other deals I have seen do exactly this. I am often wrong and I could be here too.
I will agree to the extent that the initial deal will have exclusivity for certain indications, but nor for all solid tumor cancers. The rest could be up for grabs. The value of upfront cash and milestone payments will be minimized if they don’t do a limited exclusive deal and will result in just the sales from using DCVax-L in combination. It’s also not conducive for a BP to sponsor trials that other BP’s can use later on. JMHO
I am coming at this from the business side and I admit that my idea of partnership is to maximize the value for NWBO. I don’t know what effect an exclusive deal will have on patients, but I do think that an exclusive deal will provide a much faster set of combination trials and faster approval for other indications.
Depends on the upfront cash, the milestone payments, any equity involved, profit sharing % and how exclusive (meaning for how many indications or possibly for ALL indications which it could be if zero equity is involved).
Likely as big a move up as we will see on initial approval in UK.
I don't think that a partnership will include any (or at best very little) equity for the company we will partner with. I don't think that any BP (Merck, LOL) care if they get equity in NWBO in a partnership deal. They just need exclusivity for DCVax-L for the cancer indications that their Checkpoint inhibitor is currently selling the most and maybe for some of the indications that their checkpoint inhibitor is not having success with. They need to extend the patent life for their checkpoint inhibitor by partnering with NWBO. I am not saying that they would not want equity, but I don't see LP and co to be willing to part with equity at the current or immediate future SP. JMHO
REGN likely offered Duffy a job he couldn't refuse in order to TRY to get an advantage when it comes to a partnership with NWBO. Merck, however, offered NWBO a deal it couldn't refuse when they replaced Bristol-Meyers in the combo trial. Merck knows what they have and will not let this slip away. If they get exclusivity when it comes to the most important cancer indications that they currently use Keytruda for as well as a few other where Keytruda has yet to be proved efficient, they can outbid REGN and others. I can't wait to see what kind of deal we will see for future trials and how it will be structured by the parties. Keep in mind that SP and MC means nothing in a partnership deal that does not involve equity or very little equity. JMHO
Ever since the combo trial with Keytruda was made public, I have been 95% sure we will get a deal with Merck if we would ever get into a partnership. I don't think there will be any other BP's involved in the foreseeable future. You can hang me out to dry on this board if I am wrong. I might even stop posting here. JMHO
They clearly used the maximum time frame so as to not make any waves. The actual average time frame is much shorter, but they would never mention that in a PR. JMHO
I think that they will file the FDA application soon after the MHRA filing, PROVIDED they sign a partnership agreement with a BP (Merck) for future trials. That would put a very powerful BP on their side for the application process. That's primarily why I think they have been very quiet about the FDA application. JMHO
I believe we will get another PR in the next 4 weeks, unrelated to the application process. Mentioning that negotiations were underway with future combination trials in last 10q, makes me think they were expecting to announce this partnership prior to the end of Q3. Just my hunch, but otherwise they would likely not feel the need to mention it in the 10q.
I also think that they waited with this PR until the end of August, as that is usually a very slow month and heading into September is when the market wakes up again.
JMHO
Interesting to see which posters are coming to the defense of PM. Again, PM, FeMike and their group of fake longs are just that, fake longs. I hope he files a suit against Hoff, so people can discover his real identity. Some people already know who he is but it would not be prudent to reveal it. For the purpose of exposing his true intentions, his alias should be enough.
Just a heads up.
People like FeMike, PM, HL etc are not long term investors. Human nature has a thing called self-preservation. It makes you not say or do anything that's against your self interest. Posting hundreds of posts bashing management goes against this. These people are not complete dumbasses (Though an argument can be made for HL). so they would not go against their self interest on a daily basis. One or two occasional posts would probably be the max, just to voice your opinion. Being critical of management amongst you friends and family is fine. That will not really cause you any harm and might be a good outlet for your frustration. People here are more or less complete strangers and human beings in general would not tell complete strangers that the management in the company they are invested in are clueless. It serves no purpose.The go-to in these situations are to defend your decisions at all cost, which is what we see from true long term investors, whether sometimes misguided or not. JMHO
I agree 100%. The dividend was an issue that another poster brought up in order to flush out shorted shares. I am not for a dividend, but just let him know it was a possibility.
I find it interesting that people are shooting down the idea (and it was just ideas) that NWBO should/could not issue a dividend or initiate a buyback program, because they do not have revenue. What do people think the upfront payment for a licensing deal is? Yes, revenue. I don't think they should use all of the upfront payment for these programs, but a percentage of $xxx millions would still leave the company liquid for the next many years.
BTW, they could also issue a dividend. That might have the desired effect you were looking for.