Makes you wonder if the 1/5 release of data was strategically timed before earnings?

dstock07734,
Are there more details on the 1/5/23 transaction by the CEO? Sold 212,500 shares leaving only 13,583. Was there a tax reason or something else personally related for the sale? If not, there maybe some concern if I'm an NVCR share holder.

From the MHRA website…

Assuming $NWBO submits their MAA to the MHRA sometime between 5/1 & 7/3, is the best case approval scenario (assuming no RFIs) sometime between the end of July to the end of September? An RFI from the CHM would add two more months? pic.twitter.com/GhHPf3m6MX

— Laugh (@YourselfOften) April 30, 2023

What Jefferies analyst comments are your referencing? Could you provide a link? Thanks.

Thanks Hspooner. I will take a look at your past posts for the companies working with Advent.

Thanks biosectinvestor. I have read through your response briefly and get the gist of what you are saying, but I need to read it a bit more for understanding and may have some follow-up questions for you.

The aspect of the company being shorted due to the terms of the contract reminds me of companies I've followed in the past that get themselves into convertible note financing with conversion prices determined by the average price "x" days from key dates defined in the note. The stock price mysteriously drops around these key dates and the stock gets diluted to the point of no return. Often these companies never do return. NWBO has been able to hang in there and it seems we may get to see them cross the finish line of regulatory approvals and ultimately becoming standard of care for GBM.

Thanks biosectinvestor! Between your response and hoffmann's I think understand what is going on with Advent. Was this the same arrangement with Cognate (loans with stipulations to provide access to others, etc)?

Thanks hoffmann6383. I remember DNDN from years past. That was a sad situation.

I see Advent has at least a couple of other clients based on their website. How is Advent being funded beyond getting paid for the work they are doing for NWBO? As you say, manufacturing is expensive. We don't want them to go broke. I see they've been doing a lot of hiring...a lot of mouths to feed!

Do you think there would be any value in at least some ownership interest in the manufacturing side?

I've been following NWBO for sometime, but more on the surface and less in-depth. I'm starting to dig below the surface a bit and am asking veteran shareholders that post their knowledge and insight on this board on a regular basis for some knowledge and insight into the questions below.

It appears that NWBO has spent considerable funds on the build out of the Sawston plant in the UK. They sublet the building that is owned by Huawei to Advent Biosciences (Advent) and are paying Advent for this exclusive build out. Advent is the result of a spin off of Cognate BioServices.

From the most recent SEC filing, the above arrangement is similar to the arrangement they had with Cognate in the US. Cognate has since been bought out by Charles River Labs. Does NWBO have exclusive access to what was built out at Cognate as it is described regarding Advent and the Sawston plant?

I've seen commentary regarding the Cognate situation in that the CEO of NWBO also had a substantial ownership interest in Cognate and people complained that the CEO was benefiting financially from NWBO's funds spent on Cognate related expenses. What was the reason that NWBO didn't pursue some sort of ownership interest in Cognate and now Advent?

A little over two years ago, NWBO surprised me in buying out Flaskworks. I believe this to be a nice move as it appears Flaskworks has uses beyond the mass production of DCVax. I also find this similar to the Cognate and Advent situations. All three companies have or are building something that NWBO will use now and/or in the future and other companies may find what all three companies have to be useful for them in the future, but NWBO will only benefit from Flaskworks. Why would NWBO buy out Flaskworks but not have ownership interests in the manufacturing build outs done for them by Cognate and now Advent?

Interesting that the publication date for penicillin was May 10th

Thanks for your insight Bright Boy. Do you recall the time between events with respect to once the preferred was in place that the partner came in to complete the purchase?

NWBO largest company among the OTC advancers from yesterday...
https://www.otcmarkets.com/market-activity/closing-summary/ALL/advancers/1

Which ASM (year) were these comments made?

Do you think it is possible that the company has sat on the latest PR waiting for progress in other initiatives such as the determination of the journal publication date for example? Maybe they've created DCVax-L for multiple patients already?

There could be other initiatives as well that maybe coming together in order to create a series of PRs for the company as they move towards their next stage of progress.

Top story on their LinkedIn...
https://www.linkedin.com/company/business-weekly-newspaper

That is a very interesting pattern. A binary event is brewing. Either a big up or big down. The evidence leads me to a big up! Thanks Sojo for pointing this out!

Thanks hoffmann6383. If someone had to pin you down to a timeframe for TLD/publication, what would you say? My thinking is around March 1 through March 15 as it would still be within a year of the March 16, 2021 PR in which an "announcement of top line data expected in the coming months" not in coming year(s). Maybe we should comprise a list as Gary did for the stock price as to the date people expect TLD/publication? I'd be curious what everyone thinks at this point.

Thanks VikingInvest for your insight. The thinking was that production at the Sawston facility would be a big event as it would be a revenue-producing event on a larger scale. I figured that this was part of the acceleration process for their brain cancer program. In addition, considerable staff was added, and it was something I think NWBO has more control over versus TLD/publication.

Thanks hoffmann6383. It's good to know I didn't miss anything. Assuming we get a press release on the start of production at Sawston, which do you think we'll hear first, the start of production at Sawston or TLD/publication?

Speaking of revenue from specials, do you know if they have started production of DCVax-L in the Sawston facility? If not, do you know what the projected start date is?

$4.05 - a general market pullback may negatively affect the price

Thanks FeMike. What search parameters do you use?

Came across this video. It is a bit dated (1/24/2017). A question at about 20:50 and Dr. Liau's response at about 22:59 talk about the dilemma of crossover and FDA approval. Dr. Cobbs indicates that it is the case in the UK too. Is this one of the reasons there has been such a length of time since data lock?

Thanks for sharing steven_R. It may have been out on their website for a while. It appears Houston Methodist may have been a participating location for the DCVax- L phase III study. If you scroll down through the webpage linked below you'll see "The Methodist Hospital" based out of Houston under "United States - Texas". I think they are one in the same.

Looking forward to more of these sightings from other hospitals and treatment centers in the "coming months"!

https://www.clinicaltrials.gov/ct2/show/study/NCT00045968?term=DCVax&show_locs=Y#locn

Finding out that the totes were regular SNO SWAG demonstrates that most everything heard and seen has been speculation. Probably shouldn’t buy or sell based on what is trending on the boards and social media. Buy or sell based on a strategy or personal price targets. Someday, when least expected, we will wake to a PR of TLD.

I've been reading about the tote bag this weekend. It appears to be step two of their marketing campaign. Very similar to their sponsorship ad on page 14 from the ABTA National Conference program.

https://www.abta.org/wp-content/uploads/2021/09/2021-ABTA-NC-ProgramBooklet_Final.pdf