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Re: PacificNW post# 59661

Monday, 04/25/2016 10:40:57 AM

Monday, April 25, 2016 10:40:57 AM

Post# of 711651
My guess is that major news is pending and you will be burned only if the news is bad. It is possible however, that the news was expected by NWBO sooner so that they would be forced to dilute due to the delay, as appeared to have happened recently. But even if so... I would think it would be a relatively small dilution unless they have reason to believe that the news is no longer imminent.

In other words, I don't think they are holding back bad news. I think they really don't know. I think the only scenario where they are holding back bad news is if they somehow found a way to qualify a delay thereof due to an ASCO abstract submission or something, hoping to delay that bad news (about L) so that it will be simultaneous with good news, or relatively good news about Direct.

But more likely, the are waiting on news; and recent study results showing a way to detect success up front from blood or tumor biopsy may be what regulators were waiting for at sponsor request to make that final decision.


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