NorthWest Biotherapeutics Inc (NWBO)

[Doktornolittle]

Flipper: I didn't miss your point that the recent SEC filings state that feeding docs to the regulators is ongoing, which is something I missed or ignored in my reasoning. The docs also explain that site expansion is continuing because more sites are needed whether they are to be used to continue the trial or treat paying patients. ...that site preparation requires the same tasks either way.

I agree that nothing in those statements favors a continue over an early approval.

And as to timing, I yield to the criticisms posted that to assume that the shelf registration means an imminent need for shares, let alone an imminent positive need, makes no sense. I have just been on pins and needles, worried that I won't make it back into NWBO in time for the next event. An event I decided some time ago to participate in / ride through. Nothing much happening lately, so this SEC filing registered on the Richter scale in the background calm. But, as is apparent to some, I don't know much about the financials and likely read the significance of this recent SEC filing incorrectly.

But that doesn't mean they won't announce German reimbursement on Monday. It just means that the registration is not a flag that anything is imminent. And the description of ongoing doc submittals to regulators suggests to the contrary, that any such news is not super imminent. ...unless fewer docs are required by the Germans for determining reimbursement than are required by whoever to determine efficacy as it pertains to trial continuation status. It does seem unlikely, however, that the Germans would make their own determination of efficacy if a broader consensus, involving more data, was only days or weeks away.

Pyrhonian's recent analysis does scare me. He is one sharp dude. But...
1) Though he seems sincere, he has warned repeatedly that he is a player.
2) He does not seem to be allowing for any difference in efficacy between NWBO's techniques, and the techniques used in the clinical he describes. NWBO has claimed that fine details make a big difference in outcome. Just the teenage DC's presumably being a very large efficacy difference on their own. And NWBO has an enormous number of patents for such details in the DC space.