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Mike,
I agree that every movement down is not because of spoofing. I do think that the history of spoofing and manipulation has had a lasting effect on the share price. Most people who have followed NWBO, whether that be retail investors or traders, definitely experienced shell shocks in the past. This will inevitably be in the back of their minds, so whenever the shorts decide to start a downward spiral, they end up getting helped by retail and traders who are nervous and worried about what has happened in the past. That has made the number of shares the shorts need to move price down a lot fewer than it 'likely' would have been, had it not been for those days with heavy spoofing.
We are getting there. Let the share price be the share price. Not important short term. Love seeing how this puzzle is slowly getting build into a nice picture. Keep up the great work, Flip.
Just an observation. I think that today's forum plays into the hands of NWBO. The appearant stage of panic and hopelessness in Brain cancer AT THIS MOMENT IN TIME can only be a possitive when it comes to getting approval. As DCVax-L is in the pre-approval stage at this point, it would be highly irresponsible for anyone, in or associated with the government, to even hint at a positive development when it comes to immunotherapies, like DCVax-L.
Because they would have had to disclose any sale or transfer to an entity not controlled by them. Plain and simple.
It speaks to the efficacy of the treatment. Whether that is the straw that will break the camels back and get a true valuation of NWBO is yet to be seen. DCVax-L will be approved with or without it, but based on the combo trials, it seems to be doing a lot better with it.
I don’t think a license partner cares about what exchange NWBO is on or what it’s share price is. JMHO
There's no PR tomorrow. The added interest in Murcidencel and possibly the reason behind the uptick today was likely due to the journal article just released. Plus any exposure at NYAS, outside the official panels and presentations.
It's fun checking in here every few weeks. Still sleeping like a baby at night. Have fun.
The fact that there are absolutely no valid bear arguments left makes me sleep like a baby, even with days like today and the last two weeks. GLTA
Seems like the trips to Germany were for the hyperthermic treatments and not the immunotherapy.
I highly doubt that any of the partnerships will include much equity. I am convinced it will be a revenue sharing with a hefty upfront payment and maybe, but only maybe a small equity stake in the future. Hence, the SP will have very little meaning in terms of the partnership arrangement(s).
Are you in favor of the entire platform being managed by one company or do you think there's more value in licensing to various companies who each will have exclusivity for certain cancer indications?
Either way, I have a hard time seeing a 'complete sale' of NWBO. I think they will be a royalty company and continue to develop Direct as the true value for Direct is presently hard to determine.
I agree that they are definitely not set up for the 'going at it alone' model, so will partner one way or the other with either one or multiple BP's.
JMHO
The 'friendly' dates suggested by CM shows a confidence in their case, IMHO. The filing of an amended complaint at this stage (after the MTD) is also a positive sign as I am thinking that they have additional information and we have had another milestone with the accompanying trading. Let's see what 4/10 brings. GLTA
Agree, that too. Maybe confusing is what I was describing and not hard.
I highly doubt that the company will get sold at any point in the next couple of years. I do think that they will announce a deal with a BP regarding the license of Murcidencel for a multitude of cancers either before or shortly after MHRA approval. Big upfront payment with milestone payments for approval in various territories and maybe even a Flaskworks milestone. It might have a small equity acquisition component but not necessarily. It will be a profit sharing license that will likely favor NWBO. I am of the firm belief that Merck is the favorite and they don’t have a need to own NWBO as long as they have exclusivity for Murcidencel in the cancer indications that are most important for Keytruda.
I say this because it would be a stretch for any BP to pay the price for NWBO that LP (rightfully) know it is worth long term. This deal could net NWBO billions and keep a big share of future profits and it would extend the value for Keytruda for years to come. A few billions would be a small price for Merck to pay for this exclusivity. JMHO
It’s worth the read, even if it only peripherally relates to NWBO. Feels like a hard read, but only because of all the characters mentioned. Don’t get hung up on the names, they will be explained throughout the story.
This situation is quite different from the 'normal' drug approval process with NICE. It has been around for a while in the Specials Program and they have been working with NICE (along with the interest organizations in the UK) for quite some time. The JA was released prior to approval, which is also important. I truly believe that NICE is onboard shortly after approval based on what I hear from the organizations involved in brain cancer in the UK.
We are post JA, so they will not let it run even the slightest if they can help it. Last year, they would not fight as hard as they believed they could walk it down if they needed to. Now they have to fight every day. That means the key is volume. The more volume, the more shares they will have to use to avoid the run up. High volume will eventually penetrate into some of the HF's with short positions and force them to do a 180. They are currently relying on bigger fish to spoof and short to keep a lid on the price. Let's hope the volume stays high for the next few weeks and we should see some of the shorts trying to cover. GLTA
Been away from this board for some time. I have been adding a little this week in the hopes, not expectations, that we will see some added revenue from the specials program. I don't expect anyone to follow, just saying what I hope for. Not seeing a huge downside to adding at these levels. Still Bullish and hopeful.
Haven't spend much time on here for a while. Can see that the HF brigade has upped their number, which is a hugely positive sign. Without creating any false expectations, I would just say that when next reporting comes out, it will be interesting to see if the JAMA article created more interest in the Specials Program. I would assume that they have seen an added interest from people who cannot wait for the process to take it's due course who have had to pay for it now. I continue to feel very confident in my investment and continue to add slowly whenever some of my other investments create profit. Good luck to all of you who have faith that this little company will end up as a nice success story for us investors. Nice to see the patents keep coming and that management continue to grind to get this to the patients.
Fred is an inquiring person. I think we would all like to have answers to his list. A few of them can be readily answered. Institutions will likely not get onboard until uplisted.
It is not a question of when BP wants to get onboard, as they would jump on right now, but a question of when does it makes sense for both parties from a financial perspective.
As for his timelines, who knows? It will happen but the timing is not easy to predict.
Flipper,
I think that they will enter into some forms of partnerships over the next year. It has always been my opinion and hope that they will partner up with one or more BP’s in regard to a number of various cancer indications. I don’t think the first step will be a buy out, though it could come at a later time through the partnerships. I think LP will be willing to enter into partnerships with little to no equity in NWBO, but with exclusive rights in Mucidencel for certain types of cancer. This is a way for NWBO to maximize the value of Murcidencel and still be able to maximize the later price for the company. This also gives BP a way to acquire what they need, without having a mutiny among their shareholders for over paying for NWBO at this time. I would have expected this to happen prior to many of the future milestones with bonuses for each milestone achieve, but it could also happen after they achieve more milestones.
They cannot sit idle by, which is why they continue to move on with the company as they see prudent. The points you mention will also be important should they enter into partnerships, as they are necessary for the future. JMHO
I can't wait to see what kind of numbers we get from Sawston in the 10Q. Even though it was only Nov. 17, that the Jama article came out, I would expect an uptick in the numbers. When the 10Q comes out, they could add something in the notes about the time between the end of quarter and the day of release of the 10Q, so we get close to 3 months of information. If people noticed, she did not speak about this as it would have been material information, not to be discussed at an ASM. I also don't think that it is currently possible for management to purchase shares as they are likely in possession of non-public material information.
Hope everyone enjoyed the holidays and are patient enough to wait for the milestones to come in. I know I am.
This might be me, being completely wrong, but the "uptick in interest" I didn't think referred to the media attention, but to 'other' interest post the release of the Jama article. In regard to the media in US, she mentioned that they working on 'something' that looks promising.
I read the "uptick in interest" as it could be referring to anything from added specials patients or added interest from BP's for combination trials (which I hope would mean partnering up on certain indications with a BP).
Complete bull. As I know way more than I ever thought I would about the logistics throughout the trial, there is nothing to worry about in the shipment of vaccines. It worked amazingly throughout the trial and the company in charge can handle all the demand that might be forthcoming.
Based on the continuous attacks here and on social media platforms, I am probably in the minority when I say that I liked the information shared in the ASM. Not seeing anything negative so I am really positive going forward.
We will get some very important news today from the ASM.
The voting results.
Happy holidays. Hope everyone is enjoying the season.
Agree with both of you. I was hasty in my assessment. Still great news for patients.
Probably not much influence on NWBO and their approvals, but HUGE for patients.
This is the paper we have been waiting for since June and is an important tool for patients with GBM. Well done UPenn.
Corporate communications is a very sensitive subject for mostly all companies. I can only really draw from my own experience, but I remember how fine a line it was to share even the slightest positive information. Corporate attorneys are almost always against even the most minimalist PR's that could be interpreted as pumping. I just went back and reviewed some of the PR's from my old company and they were very sparse with information, despite the fact that there was plenty more to share at almost every PR.
I think LP is being super careful. NWBO has yet to have a commercial product, so they are even more at the mercy of the RA's and have obviously taken the route of not getting ahead of them. They pretty much seem to PR the publicly available information and sometimes they don't even do that.
I think that they have known for a while that they are in a good position in regards to the future. I am 100% sure that if they were not very positive about the future of Murcidencel, they would NEVER have filed the lawsuit. They would likely have had quite a few more PR's (though I highly doubt they would be needlessly pumping) trying to get out ahead of the MHRA and FDA. At their current position, they have not seen a need for this, which I interpret to mean that they are quite content with their communications with the various regulatory agencies. Just like the seemingly advanced NICE information we have received this week, things will happen without us knowing much about the process. I have long been of the opinion that the MAA and BLA are much further along than most people think.
I understand that a lot of investors and posters on this message board are used to more frequent communications from the companies they are invested in, but these companies likely have already commercial products and some revenue stream. We can all see what has been going on with companies who's management are super communicative. CYDY are currently trading at close to all time lows and CVM is also at a very low SP. I am fairly content with the road NWBO have taken so far. Has it taken longer than I originally expected when I first invested? Yes, definitely. I could have gotten out at a 5x if that's what I was expecting when I bought my first shares at $0.25-0.35, but elected just to sell enough to cover my initial investment. I have since added at much higher cost, with the rest of my position sitting in the high 0.50's. I am, and have been for a while, content with waiting at least another couple of years for this company to realize some of the potential. If you would have asked me 3 months ago if I expected the kind of information and events at this time, I would likely have to say no, except I would have thought we would have the MIA at this point. I still think that the reason for not having the MIA is because Flaskworks (Eden) is hopefully included in the MIA we are waiting for. I will not be terribly dissappointed if it is not, but instead hope it will be following shortly.
This is obviously just my own personal opinion and everyone is entitled to theirs.
Hope every one have an amazing holiday season and that all your wishes come through.
And your predictions are valid because of the excellent track record you have displayed here? Haha.
The time it has taken for the MIA seems to suggest to me that Eden is included in it. I could obviously be wrong and this is just my opinion and not interested in an argument as everyone are free to post their own opinion (Not meant at you, Meirluc, but all the people on my ignore list). I hardly doubt that if Eden was not included we would have gotten the MIA some time ago as we are now 5 weeks past the 'standard time' for MIA cert process. We already had the Specials license and if Eden not included, the MIA would be a fairly straightforward process.
Check the last proxy where these shares was preliminary approved.
You do know that these shares have a strike price? The higher the share price is now the more profit they can make if they want to sell these shares immediately. But again that doesn’t fit in your narrative.
You don't really belive that, do you?
At least we have the true patient advocates on our side. Those are the ones with little to no financial benefit of Murcidencel being approved. I highly doubt they are getting paid to push for approval. ??????