NightHawk Biosciences Inc (NHWK)

[dia76ca]

What I like about HTBX is the great science and the very compelling off-the-shelf business model.

However I never claim to know when the share price will go up or down. This is a small biotech and they are generally very volatile.

The share price may very well go up with news from the phase II NSCLC HS-110 plus CPA which should be available in June(ASCO?). Or there could be another interim data release from the phase II NSCLC HS-110 plus Opdivo trial at any time. And then there is the phase II 2 year bladder cancer data coming in the fall.

But the Pelican merger will be completed by the end of this month...and then we might see some very important PTX-25 preclinical data. Then we might also see if the Stocktwit poster was correct in thinking that this merger was the prelude to a partnership or BO.

So far the HS-110 plus Opdivo results have been very impressive. This could very well go into a phase III pivotal trial. And clearly they are ready to bring ComPACT into the clinic. And they will want to get PTX-25 into the clinic...perhaps in several different combinations(It is funded for a $15 million phase I trial). How will they do all this without a partnership?

HTBX management have said that they want to partner...and have indicated that several BP's are looking at their trial results. Things are generally very quiet before a partnership...both partners want it this way.

ALL I KNOW IS THAT I LIKE THE GREAT SCIENCE AND THE VERY COMPELLING OFF-THE-SHELF BUSINESS MODEL!