NorthWest Biotherapeutics Inc (NWBO)

[austinmediainc]

So with the new information about ARGS today do you buy more ARGS, or do you buy more NWBO, or do nothing?

This is not a leading question just an honest question. I have some cash ready to apply toward something and I was looking at ARGS. I am basically maxed out on my risk exposure to NWBO.

Not sure of the timeline of when you wrote this and what the stock price was, but I advised family and friends not to buy ARGS after we had crossed the $5 range. That's not because I don't think the company should be valued there but because the run wasn't fueled by anything I was aware of. I also publicly posted when I sold half my position at $9.30 and on the day it peaked to $13.96 I publicly posted asking what people thought of selling at that level. Ultimately I didn't want to be left high and dry if the run continued so I held. Poor choice but I'm comfortable with it based on my strategy. I plan to try and double the shares I sold at $9.30 at $4.65 for free....although I will watch it closely as I'm not sure we will get back there.

Bottom line is ARGS is still a good buy based on where they're at and what the market cap is. There are only 25 million shares of which insiders and institutions hold 75%. Their P III trial has been fully enrolled since last summer and topline is expected at the end 2016 or early 2017. They have been right on track with the first and second interim analysis which is very encouraging being they realized a 36 mth OS benefit in the Phase II. They are working on automated manufacturing, but they are very careful with conserving money and have put this on hold until a hopeful approval. Their pipeline is also much deeper than NWBO. They are have some HIV studies that are fully funded by the NIH and they are fully funded till for the current Phase III in mRCC.

Like all biotech it has the same risk but IMO the Management has mitigated those risks as much as possible and are fully aligned with the retail shareholders! GLTU