NorthWest Biotherapeutics Inc (NWBO)

[maverick_1]

Consolidating MANY posts on an ongoing basis: (Kind of drained: up 20 hrs after 90 mins shut eye last night))

A Key Consideration: Woodford/ NWBO:
Clearly with what has ensued in this limited one way communique largely thru legally required SEC filings and the few Press Releases along with the very important late Jan 2016 Phallicitate? CEO Linda Powers pdf Presentation, investors have generated a lot of questions aside from frustrations of unease and most especially as it relates to the planned but aborted future Woodford financing that would have averted IMHO those two sizable and "toxic" raises beset with overall difficult fund raising biotech market environment which was quite hostile along with the AF accompaniement . Clearly exceptionally trying times. Reading in between the lines for various cryptic clues is not part of an investor's tool kit. So I do the best I can given my experiences and background. EVERYTHING anybody says is couched with the above backdrop and we all do not think alike and should not call anyone out when people are taking their valuable time to share. It has gotten really pitiful but in the whole scheme of things it would appear to be a blip on the screen with the passage of time.

Clearly it would be JIM DANDY should BOTH parties find a mutual need to come together where each one has a strong need. For Woodford he needs to if evolving circumstances allow, lower his current avg cost/sh from around the $6.80 area. Apparently, his purported Non Disclosure Agreement (NDA) has NOT allowed him to do so! No one except the two parties know what that hinges on! IF it gets unhinged meaning a Press Release then Woodford is unshackled to deal with it on the open market. Since I, nor anyone outside of the parties involved know the materiality issue IF it relates to say the early speculation of a filing for AA (Accelerated Approval) I do not see what benefit that would serve to Woodford. I for one, if in Woodford's position would have just keep my options open and NOT sign an NDA and just indicate I will do X$ financing based on what is public inform plus (std fare for Direct Placements) versus the purported NDA which has tied Woodford up. I am do not have any investment banker or corporate finance experience except to say that I have been involved in close to a handful of highly sensitive meetings with CEO's of companies I've followed with an investment banker present visiting those companies. The whopper I mentioned recently in a post in Merrill Lynch's CEO Don Regan with 2 IBK'ers and the CEO and CFO whose banker was Goldman Sachs was a layup and lost opportunity by my CEO! I have indicated my views FWIW that Woodford handled all this poorly and in the public glare where it all could have been done privately. As a result, IMHO CEO Linda Powers and us shareholders have had to deal with this train wreck of cobbled needed financings on unfavorable terms in the difficult market environment. Surely the Ms Wolfe, relatively newly minted Ondra Ptnr episode of trying to steal NWBO Intellectual Property was a very KEY source of intimidation and resentment I only surmised that CEO Linda Powers faced along with those other public demands. So those are my reasons why it would appear to be on the rocks despite Woodford's ownership level. Behind all of these one needs also to recognize what Neil Woodford has done given his private meetings with CEO's in his portfolio of holdings in getting CHANGE: ie GSK's CEO leaving IIRC. Fortunately for all investors despite THE SILENCE, CEO Linda Powers has left a lot of HEFTY CLUES in NWBO's strategic focus of emphasizing the mutual compatibility and growing industrywide acknowledgement for CheckPoint Inhibitors dealing with PD-L1 expression beginning with the Jan. 2016 pdf presentation link; coupled with the Feb.YouTube of UCLA's Dr. Prins; (ALL OF WHICH we credit to FLIPPER!) followed by the early May Press Release of confirming the securing of three conceptually agreed separate CI Combo in three different indications for Ph2 triials were helpful..... the only problem is that none have appeared as definitive agreements. All of this has the earmarks of what I've been indicating as early as a few years ago in accumulating an arsenal of powerful announcements that in due course will serve to fully and finally unshackled NWBO and shareholders of being the prisoner of the corrupt, financial manipulator world we see. Truly it is anybody's guess because LP iis stealthy and shrewd: only she knows when the stars are aligned on her end and when to do it. Indeed I find great comfort in securing lotS of very current immuno-oncology articles that are very comforting on an intellectual basis versus having to deal with the raw emotions from seeing daily prices. So IF each of us that reaches that level of mental snugness by doing a real careful read of those articles I've posted ALONG WITH THESE NEW FINDS! should be comforting and inspiring of what WILL be transpiring. Reverting to daily anxieties of monitoring stock price developments is most counter productive to one's internal well being. IF one could do something else one truly ENJOYS after getting all those supporting current publications and the ones below firmly implanted in one's mind and how NWBO fits in : interviewing the experts like Yale's Dr Herbst; Dr Hanks of Duke (courtesy of Longfellow!); the Dr. Hollingsworth key oncologist of Medimune of AZN etc (I'm sure I left some out!)

How anyone that really does their so called due diligence and NOT be comforted in what was clearly available to all is truly beyond me from a true investor perspective.

Hopefully this provides clarity versus revisiting.

GREAT and hot off the press :
1) http://www.targetedonc.com/news/immunotherapy-vaccines-offer-promise-in-glioblastoma-but-data-is-still-preliminary
Immunotherapy, Vaccines Offer Promise in Glioblastoma, But Data is Still Preliminary
Laura Panjwani interview of Dr. Reardon of Dana Farber
Published Online:1:08 PM, Wed August 24, 2016
2) BEST one stop on the world of CAR T:https://www.statnews.com/2016/08/23/cancer-car-t-side-effects/
No more than 100 patients treated and scary process that costs $500K-$750K TOO EARLY to CONCLUDE but are the markets favorites in dealing with BLOOD Cancers NOT SOLID Cancers (Much larger mkt opportunity DIRECT will be serving via CI COMBOS.

GL to ALL Longs.