NorthWest Biotherapeutics Inc (NWBO)

[Doktornolittle]

Well, there was a lot of buying today. Maybe they did put together some good material. Legally couldn't be new material, but could be better presentation of old material.

Whether any lackings at ASCO should be embarrassing to the company depends on details we just don't have about the DCVax-L trial. If that makes you assume the worst, I don't blame you. But on the efficacy end, it makes enough sense to satisfy me, that the hold and whatever else might be going on are likely in the hands of the regulators and something NWBO just can't talk about.

The internal investigation and other legal matters do not relate to ASCO. The only gaff here specific to ASCO would be if they did not have any follow-up data for Direct. Why would they not have that if it was good? And if they did present such, wouldn't they have been required to PR it by this morning? Unless... it was presented after close today. But that seems unlikely.

So probably no improvement in the data for Direct as it matured. That doesn't mean it won't be a miracle drug when in combo with a BI, but it is still disappointing to me.