Maybe, the combo patent is the final piece, IMO. Peace.

Could be "just a mistake" or could be purposeful dis-information to cause the algos to sell NWBO. The choice is left to the individual to decide. Peace.

polska: I am fully with you on this view and holding all my shares tightly.

beachyena: Yes, the war that is being waged is for control of shares.

You are correct that the facts are both company management and investor "longs" (not traders) hold the vast major of the shares. Currently there is little institutional ownership (as a percentage), but it is starting to slowly increase. Further, as of the last official report there were 49M shares borrowed as short.

There have been countless efforts to shake shares out of the hands of the longs by bear raids, sp control, and dis-information campaigns. It appears to me that with all of the effort put into shaking out the shares, they are losing the share war as demand for shares from new investors is growing at a rate faster than they can shake shares out.

I have stopped all efforts in predicting time frames since I have been wrong every time so far. However, I will say that in my limited view, that the longs are on the precipice of controlling the sp since the tools for the sp control appear to be close to their available limits.

The lawsuit has put "all eyes" on spoofing and evidence of further naked shorting, so that is still there but at a much higher "risk" than in the past.

The old adage in mathematical Chaos Theory is that the flapping of a butterfly's wings in the southern hemisphere could eventually cause a hurricane in the northern hemisphere applies here. All that is needed is evidence that shows the DCVax-* will be available and commercially viable in the wealthy counties (which is about to happen) and if Longs hold and not sell, the sp could go parabolic. JMO. Peace.

Bio: Not sure.

Shing some light on the Walgreen's riddle.

I recently talked to a long-term employee of Walgreens. We were discussing the recent CEO departure, and it was stated that $WBA has been looking to add in-store medical clinics as part of their medium to long-term plan. There is hope that the new CEO will have experience in establishing clinics to accelerate the transformation.

I asked if their plans included cryogenic freezers, at which they said that had not come up.

My opinion is that Walgreen's VP, who made the original statement, is up to speed on the potential upcomming approvals so WBA can outfit their clinics with the capabilities to meet their financial objectives with this plan. JMO. Peace.

DR: Agreed.

"She already has big pharma locked up
MRK BMY etc"

She also has NIH locked up with the SPORE grants...

This is a big deal.

Peace.

North of $1.5B PER MM

VI: Thanks for the info! Peace.

VI: I like it. Do you know if a share repurchase triggers the accounting of all outstanding shares? My understanding is a total accounting of all shares (like in the case of a dividend payment or uplist) would force the FTDs to settle, however I may be wrong. Your thoughts? Thanks!

dstock07734: Interesting.

So..... It would not be out of the realm of possibility that one or both of the companies you reference could take the lead and submit for approval based upon their trails that use DCVax-l, without it being approved for n/rGBM first?

This opens new possible scenarios that I have not included in my DD. If true, then truly we are working with "multiple shots on goal". I need to do some more digging. Thanks and Peace.

Gary, Thanks for the post. Medical grade tubing is a little more difficult to get, but with enough planning they should be able to get enough to replace as needed. Peace!

My understanding is the device is capable of thousands of patient cycles per machine. Of course there are "wear parts" that need to be replaced upon usage, but not the overall machine. From my research. Peace.

ADVFN_doclee: I appreciate your posts!

The topic of "initially harvesting the monocytes by leukopheresis could potentially be constrained" has been raised by a few credible posters. In my research, I have found that the equipment to perform the Leukopheresis costs approximately $30K USDs and is available by several vendors. The lead times to get these devices is about 4 to 6 weeks. My question is there other considerations as to Leukopheresis that I should consider besides the equipment side, such as technician training or other that could extend implementing new Leukopheresis capacity lead times out say 6 months to a year? Many thanks. Peace.

Since Al Musella originally brought this idea up: I am personally rooting for Novacure to pay to initiate a trail with Northwest Bio DCVax-L for nGBM.

In this unbelievable "twist of fate" scenario, just watching how this MB first tilts, then melts down would be entertaining. I think maybe I better put away the Old Crow for night (since this scenario would never happen).

Peace-Out.

GB: Thanks for the thoughts, very likely. The comment regarding the GAAP revenue recognition is important since the mfg costs of the DCVax-L patient treatment occurs upfront at one time for all of the vaccince doses created. However, the patient pays for each vaccine at the time of treatment. Since the timine of the vaccines is part of the individual patient protocol, there is a significant delay in seeing the patient revenue. IMO. Thanks again! Peace.

StockFollower:

If you refer to section 9 of the latest 10-Q, the related party transactions are further broken out. The manufacturing costs are given in the Table on page 19 and show that manufacturing cost (activity) has increased sequentially Q/Q and Half Year/ Half year for both London (16.5% and 16.8%) and Sawston (64.4% and 41.1%), respectively. Since these costs for manufacturing are separated from the costs associated with SOW and milestones, these are the pure costs for patient treatments.

I cannot yet determine why the pure manufacturing patient treatments costs are increasing at substaintial rates in Sawston (as expected) but not with similar percentage increase in revenue. There is something going on with revenue realization and/or with the accounting that I do not understand as of yet. I will keep digging. Peace.

Doc,

Thanks for the post as I need to process this further. There is much to consider given how you lay out the sequence of events with likely causes. I think one thing that most longs agree upon is those that are short $NWBO are faced with a big decision and it appears that finally, time is not on their side much longer.

It is pretty apparent that the Specials Program being sanctioned by the MHRA and being exececuted at Sawston (and likely Kings) is doing well. As Dr. Bosch stated, Sawston has backlogged demand. This revenue stream is very much needed and likely to continue to ramp as more capacity is enabled at Sawston. Thus, the final minor derisking element is at hand: enough revenue to survive getting approvals for DC-Vax L in the initial countries.

Given this unwelcomed outcome for the shorts, now they have to decide if they will hold their short position for the duration and hope the RAs will not approve, or cover some or all while the price is on the lower rail. I do agree with VikingInvest (which is who I believe recently brought this up) that if the shorts start to smell covering starting in moderate way, then they may start to cover at the same time. With 44M short (as of 7/15/23) and the float being relatively low (it is pretty risky now to not resolve FTDs given all eyes on trading due the lawsuit), I expect quite a move up on the share price. In fact, a couple of well-timed block purchases during this period could really cause a significant inpulse increase in the share price.

It is my belief that the next 10K (due in less than 2 weeks) will better reveal how much revenue is coming in from the Specials program and more details on the "mysterious" $3M that just showed up on their doorstep (joking of course regarding the doorstep).

It would not break my heart for the shorts to hold tight too long when institutions finally start to load given the potential that NWBO offers in the next year. There is nothing like waking up ruined due to an astronomical margin call. All JMO. Peace.

meirluc,

Thanks for the reply. I don't have anything definitive to add regarding your questions.

My personal opinion is that it is too much for the government to ask a company to develop full scale operations before regulatory approval is given, especially when we are dealing with new to the world treatment.

Given this could be a requirement, then I agree that in this scenario the only way out would be to deploy Eden at scale.

BTW, I appreciate your posts.

Peace.

Les Goldman is recorded on the Big Biz podcast saying Sawston is in backlog right now. Link to the podcast can be found in aek or others from yesterday. Peace.

Backlog at Sawston

In the 3/16/2021 PR, NWBio states that Sawston had established a capacity to treat 40 to 45 patients per month. It also stated that the GMP production facility in London (assumed to be Kings College) had a production capacity of 4 to 6 patients per month. This gives a total of 44 to 51 patients per month.

At this combined production rate, cash flow and dilution is not going to be problematic for the foreseable future. Is there credible evidence that Sawston has since increased its production capability from the initial 40 to 45 patients per month? Peace.

hankmanhub: Thanks for the reply.

I agree on larger settlements that the fee % could be lower. For me personally trying to "ball park" expected values given the lack of details that have been communicated, I have gone with the likely "upper bound" of 33% to 35%. If it is lower, then all the better for retained funds for the company and a likely higher special dividend for the shareholders of record (if a settlement comes about).

Now that you mention not seeing anything in writing about CM taking this on as contingency, I will have to go back and dig a bit. I cannot remember off-hand where I got this. I am not sure if I found that in a verbal statement from LP during the ASM or was given in a filing. Thanks for brining this up. Peace.

Agreed, 33% to 35%....

Even at their "burn rate", CM should still be flush with cash from the WFC settlement. They have time to wait this suit out.....

It appears from all of the posting that those (and their employers) who doubled down on their shorts after the halt did so on the bet the trial design was flawed and there was no way DCVax-L would ever be approved. I doubt many figured a heavy push with the MHRA in conjunction with filing with the FDA. The times are changing from the use of external controls to current (oncology) SOC protocols are no longer cost effective for their outcomes.

I'm staying on the long side. Not much upside left for shorts here. SMH. Peace.

See message post 558854 for details. Peace.

Agreed. What may be confusing to some is that Wes C. was added to the CM law team in NWBO's suit after the original complaint was filed. Since Wes specializes in naked shorting it is likely this is where the confusion arises.

Everyone is entitled to their own theory and opinion, and mine is the following: Just as the Defense for Citadel tried a power move with Rule 11, I believe CM brought Wes on board to signal what is in store for either an amended complaint or/and what will be brought into discovery (if it occurs).

Peace.

Obviously, you are correct that in the future, options will be an important method for obtaining gains. I think the stock price is at an important level now because you can actually own shares for prices of typical out of the money options that time out.

I cannot wait until options are available because the real fun will begin then. Peace.

In addition to my last post, the other "tell" is that Les publically mentions how many compassionate care cases have been completed. This to me is also significant, since I made a request to the NWBO board prior to the 2022 ASM to have this information released as part of said ASM (it was not divulged then).

Their communication is changing, and likely because of the state of their completed milestones. IMO. Peace.

That is my leading theory. Something has changed relative to publically speaking about the company and the trials this year to date. The puzzle piece I have not been able to fit in is the LL talk in Sept, however this is significant. I want to believe the rolling applications are basically finished, but that is likely some wishful thinking on my part given the complexity of replacing the existing SOC. Peace.

That was the reason why he had to stall and basically say nothing... this was booked ahead of time thinking the out news would already be out. JMO. Peace.

Promising Pathway Act (US): Bipartisan agreement made today to speed up access to treatments not approved yet by the FDA but have cleared safety reviews. Not sure when this will come up for vote or if it will be much help to US GBM patients. It depends on when FDA will move on the fully submitted Mercidencel application....

flipper44: Given what is now known, can you see a possibility in the future where DC-Vax-* could be a preventative treatment (kind of like changing the oil in an engine) where DCs are applied to find new antigens that present themselves since the last treatment? I understand this question is "far out there" however I sort of like the concept of a refresher vaccine to prevent cancer like other standard vaccines prevent other diseases. TIA. Peace.

Flip, I would also. From my limited knowledge in the legal proceedings of this type, some regulatory commission would likely have to charge the defendants with illegal behavor that directly results in the damages being claimed. It is possible that warnings from a regulatory commission might be considered by the judge in a case like this to issue a preliminary injunction.

Theorectically, the problem I see for a judge in this case issuing an injunction prior to executing the legal process is the judge could be accused of already "deciding" the case and being biased prior to the procedings. But if there were outside evidence from a regulatory body adding credibility to the plaintiff's complaint and damages, then a judge could still be objective looking at the total set of evidence and issuing an injunction.

The sooner the illegal collusion and spoofing stops the faster we can qualify for a better exchange. Peace.

My take from the cheap seats is that this lawsuit became "REAL" once CohenMilstein (CM) was able to negotiate the $1B settlement with Wells Fargo on behalf of WF Shareholders. The defendants realized that CM was for real on winning another big finacially related lawsuit. Before this it was the standard legal BS being thrown around by the defendants' lawyers. The defendants will of course try every technicality to get this case thrown out. I guess you cannot blame them given what they are facing in the accusations.

My money is still on LP & LP not settling.

Lykiri,

I appreciate you posting this. It is interesting to me that concerns regarding mitochondria "disregulation" (my best term for my current level of understanding) keeps coming up as a potential issue in some of the the more chronic conditions. I have much more to learn about this. Thanks!

More merging in immunotherapy space -> CohBar in proposed merger with cancer vaccine developer Morphogenesis

Morphogenesis is currently preparing for a phase 2/3 trial of its lead personalized cancer vaccine IFx-Hu2.0, as an adjunct to Merck's blockbuster cancer drug Keytruda.

In addition to IFx, Morphogenesis technologies also include Tumor Microenvironment (TME) Modulators, designed to address one of the main causes of acquired resistance to immunotherapies, according to the companies.

"Following a thorough review and evaluation, we believe merging with Morphogenesis and leveraging their late-stage pipeline of novel immuno-oncology technologies represents the best path forward for our stockholders and has the potential to deliver near and long-term value," said CohBar CEO Joseph Sarret.

https://seekingalpha.com/news/3974147-cohbar-stock-rises-on-merger-with-morphogenesis

Yoda

$3M for the right to bid in the coming auction.....(or to do another trial). Either works for me :)

Checkmate in 1

I'm sure they needed "beer money" for the weekend. Someone should tell'em that they can get Bud light really cheap right now as a price-fighter against inflation....