NorthWest Biotherapeutics Inc (NWBO)

[Ready4bluesky]

I wholeheartedly agree. I'm not trying to rain on anyone's parade. NWBO is one of the most exciting up and coming biotech's in the market, thus my large (in my portfolio) investment. Direct Phase 1 gave us a glimpse of what the phase 2 results might be (if the picture painted from the data turns out to be as bullish as some here believe).

To me, the ASCO presentation is too murky to draw strong conclusions on efficacy. I think any savvy biotech investor will tell you it is foolish to attempt such conclusions with any phase 1 data (due to opportunity for selection bias, lack of controls, etc.) However, if you combine the evidence from the specific patient case studies and the potentially positive scenarios from the presentations, there is a sufficient amount of "opportunity" for huge success in phase 2 to warrant continued investment.

We need a big pharma partner. They would have the opportunity to thoroughly vet the ASCO data to their satisfaction and this would be a huge validation to NWBO if it occurs. I'm doubtful it will, but it would be a very very pleasant surprise.