NorthWest Biotherapeutics Inc (NWBO)

[froggmister]

Hey flipper,
Yes, I understand that DCVax and Provenge have differences, but you have to admit they have more similarities than differences when you consider the landscape of cancer treatments; as for Dendreon vs. NWBIO I would say there some key differences that I highlighted, but many others as well.

I have had patience -- NWBO on my watchlist for 12 years before taking a position a few months ago and adding this week.

My investing theory of action is that the "moneyball" opportunity in investing, especially in the complex biotech world, is that there are some really smart amateur analysts that not only know more than the paid analysts but engage in real debate, without climbing the ladder of inference based on bias, and are open to really facing the bear case. That paid off big for me in DNDN, but I'm not one to pretend I always get it right, as evidence by my current underwater position in NAVB and my underperforming position in ARRY. I mostly lurk (as my profile makes clear) as I am neither a doctor or bio statistician, but I do recognize expertise when I see it, more often than not.

This is an outstanding board and I have learned a ton, and am grateful regardless of how this investment turns out.
Frogg