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Re: Al4door post# 98798

Saturday, 01/28/2017 4:22:58 PM

Saturday, January 28, 2017 4:22:58 PM

Post# of 828108
That's an octopus-like theorem Al4door and I understand your suspicions of all of the players. It's very interesting and you raise many interesting points. I don't have time to untangle it now and put it together in a manner that I think would be more likely or make sense for me. I apologize if I'm not giving it enough attention, as I'm sure you have put many hours together drawing certain connections and conclusions and while I can see where you're going, I tend not to look at things as being quite that collaboratively conspiratorial.

I believe the Malik directorship was widely publicized and that Cenkos and NW knew of this appointment. From my research on Malik, he was interested in helping small, innovative companies find new sources of funding, and I think he's sincere about that goal. I think the fact that he's suing Cenkos and all that that would reveal about him and the company and make available on discovery suggests that he's likely forthright in his belief that he has been wrongly attacked. Knowing what it takes to do that, I respect that effort and what it means.

I don't think I am likely to see the level of conspiracy you see (even though I agree, it looks more incestuous than one might expect, though that's often the case here too, but more so in the EU), because I know a thing or two about the world of finance. But I actually doubt they're all as incestuous as it might seem, though it becomes easy to allege so when you see how few degrees of separation there are in the EU generally, in many of these countries, and in the UK particularly, at that level. It's very easy to allege and believe that everyone is in bed with everyone else, and it's all just a bed of vipers. They don't have the same rules applicable often and as for Malik's potential on the board, he has good credentials and is probably more useful as a subject matter expert, while NW would be more useful in terms of being a dealmaker, as in selling the company off, either all together or piece by piece. Personally, I don't like sales like that from tiny companies. It can be profitable, particularly for money managers, but I avoid companies like that when I can, unless they have a lot more going on.

I think NW has particular interests, Cenkos had/has particular interests (some of which may be vaguely aligned, and others that probably are probably powerfully disaligned), and that each has deployed their interests in a particular way that affects how they want to play out their hands, and those hands are likely not in sympathetic unity.

I don't think NW is NWBO's friend, I think he sees something valuable he'd like to dispose of at a nice profit, though now that would be hard without an approval, so he's stuck. They were at a strategic moment when he invested, and a sale would have been nice for him and his fund. I think Cenkos knew Malik was there, but the Phase Five report was unseemly, especially because it also attacked a strategic investor, NW.

I also think there are far more funds involved here, short funds included, from my own research, not the ones publicly known to be invested, that are making problems intentionally. They seem to be shockingly active in a manner that seems unseemly to me. Some of those posters have dropped off the board, by the way, in recent weeks, and I have my suspicions as to why, though maybe they've just shifted ID's. None of them are named in any of these posts.

I think there is incredible rivalry and skulduggery going on, beyond the company, and I don't actually see it as originating with Linda or the company. My view is that they actually are trying to get this treatment approved, and to patients, without disruption including without a disruptive takeover that puts it on the backburner while some BP frets about new treatments cannibalizing their huge investments in chemo treatments and other forms of medicine that are nowhere close to a cure. Others have their investments heavily focused on other approaches, including Car-T immunotherapy. Ultimately, a lot of these competitive treatments will work together, but right now, it's about getting there first. I think the current management team actually wants to cross the line asap, but also in a manner that is undeniably successful, if possible. I think many others don't have the same singlemindedness.

Some think this is just grapefruit juice, AF and others here, though the evidence seems to completley contradict their views, and it gives me pause to wonder how much it is all connected, or not connected, I think ultimately, we just have to wait now. I think we will know, relatively soon, even if soon means, 9 months or more. I don't think it will take that long, but who knows.

Personally, given the results of my own research, and what I think is possible here, I have decided the best option here is either to invest and go with the team most single-minded in their approach, or disinvest because it's too risky. All the other stuff is just noise. My view, obviously was to invest, not that long ago, and I'm sticking to it, at this time, with strong conviction. I think the science team and company are the teams to focus on, and everyone else is just a noisy sideshow.
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