NorthWest Biotherapeutics Inc (NWBO)

[Poor Man -]

Not wishful thinking at all.

Could that something be BMY and MRK taking a stake in NWBO and that negotiations are going behind the scene? This would provide the funding for the trials once for all. Last year Celgene injected 1 billion into JUNO so it's not entirely improbable.

Wishful thinking?

At this juncture, the stock price and the intrinsic value of the company are simply divorced. This is due to a combination of factors that have as much to do with the biotech sectors as it does with company specific events. And yes, there are also forces out to get the company that has exacerbated problems with the stock.

There's certainly a fair amount of business going on behind the scenes, especially if the company is close to closing some form of agreements with three Big Pharma companies. And not only does that provide a measure of validation of the science, but these biotech firms are probably not entering into those arrangement unless the trials are expected to be fully funded.

I'm advocating the Rip Van Winkle strategy with this stock: take a long nap and check back in a few months.