NorthWest Biotherapeutics Inc (NWBO)

[HappyLibrarian]

Given its dire financial position when Ms. Powers took over, I do not believe NWBO would have been able to afford fully funding its R&D without working with Cognate and offering it such favorable terms.

Should we revisit that arrangement now that times are better for NWBO?

Maybe, but until this company is out of the woods and generating revenue, it is better to let sleeping dogs lie.

As to disclosures, I think that if the Washington Post could be intimidated into backing down by Mr. Feuerstein and associates (something even Nixon couldn't manage with all the power of the Presidency) then it is not unlikely they managed the same with Ms. Powers. She learned that the more data she released the more the price got hammered.

So she's saying just enough to keep longs engaged without enough to create a story Mr. Feuerstein or others like him can respond to. She doesn't want to give them a pretext to attack and knows that they will look suspicious if they keep attacking out of the blue.

So its a standoff until she's ready with something that will hopefully wipe the shorts off the map and remove their ability to manipulate the price action.

But I am not totally dismissing your concerns. Maybe Ms. Powers might be hiding bad news at least on the completion timetables. But if it is bad news like the Phase 3 delay, remember she did a lot of telegraphing about that, signaling which, with the benefit of hindsight, was plain as day. That was why she kept mentioning about the ability to add patients to the trial. At the time I thought she was just showing how robust its design was, not hinting that she was trying to do it.

Can you or anyone see where she is sending similar signals now?