NorthWest Biotherapeutics Inc (NWBO)

[Chiugray]

ou - Regarding:

We're getting news on Direct shortly, hopefully DCVax-L too. If we get good news, as I expect - all I suggest is that those that are extremely over weighted in the stock - take something off the table. It doesn't have to be all or most of your investment. But take a small piece off the table. Use it to buy a 2nd stock with a potential breakthrough therapy in a different disease.

With good news, I think the dynamics change, so I don't think the immediate reaction would be to sell some stock. I agree if one is over-allocated and the SP goes up without news. Then yes, sell some, but if NWBO presents 2 more case studies of different cancers and patients showing tumor necrosis and systemic tumor regression, then NWBO just became a different type of investment and justifies a larger allocation within my portfolio, IMO. The concept being that if my allocation goal is 5% extremely speculative, 15% speculative, 20% small cap growth, and 60% mid/large equities, for example, then NWBO just moved into a speculative category for a 3X larger allocation. So where, I may have been overallocated originally, with good news that may no longer be the case. If we get guidance on German revenues this year, then it could even move into the small cap growth category. Of course this is a very subjective matter.