NorthWest Biotherapeutics Inc (NWBO)

[highwayman4life]

I had a good lengthy conversation with LG this morning.
Highlights:
- Collaboration btwn UCLA/MRK/BMY is actually with NWBO (go figure)
- This collaboration has been in the works for quite some time and as stated by RP, will be formally announced "soon" by NWBO/UCLA
- Direct Ph II will be multi country, targeting at least 5 tumors dosage will be every couple weeks. 13 cancers being targeted in this trial
- All is back to good with NW and Kumbaya has been achieved
- Investigation "should be complete" very soon given 90 days expectation from beginning of Jan
- Current burn rate is $11/12M quarter and company has in excess of $50M currently
- With regards to dilution...NWBO will do "whatever it needs to do" to cross the finish line. Analogy: would you rather have X % of something great or nothing at all? Each investor needs to decide this on their own
- HE program update is that there are 27 sickness funds they are negotiating with and there is a window every year to negotiate reimbursements. Its been a huge undertaking but when L goes commercial, this will ALL be set up.


Lastly, don't underestimate the vast amount of "resistance" that NWBO is being met with. I know most of you understand this but as history tells us with anything that is disruptive...the costs are truly vast and far reaching. Take this into account when looking at your investment timeline and GLTA