NorthWest Biotherapeutics Inc (NWBO)

[biosectinvestor]

Hi Tadasana,

Just in my cell phone and can't really reply now. Thanks for your question.

Virtually all Car-T cell Co's with advanced trials are highly valued in the markets because there is great hype, based upon exciting and known results, that these treatments may cure some cancers quite dramatically, and virtually overnight. Even where the treatment kills or harms people, the harm is caused by clear indications that the treatment is dramatically wiping out cancer.

Meanwhile, there have been many, many failed DC vaccines, one got through and the company went bankrupt. It was not apparently a cure either. Now, none of that past history necessarily describes the future of DC vaccines or the companies that bring them to market, but the market thrives on superficial readings of past performance as prologue, even when explicitly warned repeatedly in securities disclosures about taking past performance as an indicator for future performance.

None of this says that NWBO or DCVax are going to be a success. This is just the noise you r average investor would start with before they got to the noise surrounding NWBO and DCVax.

And of course JUNO has lots of cash and a strong relationship with Celgene, cemented BECAUSE and in an environment where Car-T was hot already, and Celgene was the anxious suitor.

Honestly, if you believe that NWBO is really worth the 4.8 Billion that Juno is worth today, then even more dilution at 17 cents, at today's valuations, would still deliver a solid return after recognition gained by (assumed) successful trial results. So, you, just like the presumed (but nonetheless helpful) vultures financing at .17, you too can, if you are right, benefit from the cheap prices ultimately. I am not saying it will happen, though clearly I have a lot of money down hoping it will, I am just pointing out the logic in your own thought process. Personally, though I did hold JUNO, and have liked it and would still hold some now but for other circumstances, I'd rather buy a great technology holding at a huge discount, than at a huge premium.

Juno's current value also derives from the recent Gilead offer for KITE, and expectations that there could be a bidding war in the making at some point, which I doubt Celgene would be willing to lose.

Lots of factors... little to do with what people write about on bulletin boards most of the time, unfortunately.