NorthWest Biotherapeutics Inc (NWBO)

[Doc logic]

TiltMyBrain,

I don't base my judgments on the clinical trials site because it is not always well cared for. Sometimes the available evidence can help determine better timelines. We know manufacturing expansion activity has been going on. We know approvals for manufacturing are needed. We know manufacturing changes appear to have been demanded by Germany. We know changes need to be approved. We know NWBO has been submitting data to regulators on what appears to be an ongoing basis. We know what sentiment stocks has suggested about trial progress could be possible and we know eventing for PFS is possibly slow and OS is unexpectedly slow based on Dr. Linda Liau's comments. We know that there is strong evidence that mesenchymal GBM patients respond to DC treatment and that UCLA can determine who stands to benefit most from treatment. We know the separate pseudo arm has more mature data than that from just the 2015 patients in the main trial. Add this all up and something has to give this year. Throw in the fact that Germany is now well beyond the "normal" time frame for their HE negotiation process and a manufacturing change makes sense as does late eventing. Put this together with the current ongoing institutional accumulation and Mr. Woodford's cash set aside for undervalued biotech and the signals are in place for the accumulation typical for this type of situation. This does not mean the very near term immediate cash need will be addressed after any favorable news which might be announced which is why institutional accumulation is usually done over a critical period of time. Best wishes.