NorthWest Biotherapeutics Inc (NWBO)

[notbrad]

I have an hypothesis, though not entirely new, but a slight variant of what's already been discussed.

The 8-k stated something to the effect that they are "continuing to collect data". So data is being collected. Blinded or unblinded we don't know. LP has access to blinded data. But the FDA could be collecting unblinded data directly through the CRO/DMC. There is a possibility that LP could also be looking at unblinded data because frankly (and please correct me if I'm wrong), is there really a concern about the placebo effect more than 1 year after the last patient has been treated? The trial is not recruiting anymore. Normally she would have an obligation to disclose unblinded data, but what if the FDA is the one asking for data to mature because of the cross-over confoundment? I feel there is definitely a behind-the-scenes dialogue with the FDA. They just approved Avastin today and for what benefit? They better be cutting some slack for NWBO. LP has to do the capital raise because she does not know when our speedy (pardon the pun) FDA will actually make a decision. Also getting the Direct Phase II restarted and starting the DCVax-Opdivo combo trial is now a priority in the unlikely event of something negative happening.

My much vaunted patience is beginning to fray. Now I need to buy another 100K just to keep up with the dilution.