NorthWest Biotherapeutics Inc (NWBO)

[betweenthelines]

RRRichmond, I think this point is something of great future interest. After a presentation on Direct, Bosch was asked how long the patient should continue to receive the vaccine. His answer was not 32 weeks, but rather, until there is no product left to administer. Logically, I don't think it would even end there. Continue to manufacture DCVax-X for... life?

As far as all the discussion on the stock price goes, I am not at all surprised by the drop. The day they announced the trial expansion (i.e. a delay to results), I knew we were headed down. Scientific communities do not determine the price. If you remember Dendreon, the recommendation shot the price way up, then the approvable letter delayed action for a year. I think PPS went from 4 to 20 and back to 6 or less. Ramp up is coming, particularly at 1st interim or announcement of full enrollment. Wall St has never felt to me like a long-term investor, they seem to look for NOW. Nothing can tell us for sure that there won't be more delays, but we sure know there will be multiple cash raises and dilutions before the hammer drops. NWBO is on the radar, but our maturation is just not happening until Decision-day gets really close. Direct has been a potential game changer, but imagine if this trial was never initiated. The length of the L trial would be crushing us.

Flip - thank you for the meta-analysis read. Great reassurance of what we all believe in, and I stared at the data tables for quite a while.