NorthWest Biotherapeutics Inc (NWBO)

[rogers5729]

Anders -- I typically respect your posts for their insight, but I've got to say this latest one about market cap really seems to confuse a lot of issues together. For one, the current market value of GBM products & services really doesn't tell us much about the potential revenue from this new SOC technology. Current prices don't dictate what a newcomer to the market might *earn* from a game-changing product.

Second, it really seems like you're confusing current market and valuation, which, while related, are not a 1 for 1 correlation. On its face, this doesn't pass the smell test: what about debt? future growth/decline of the market? Assets? EARNINGS?! But even more simply, revenue simply doesn't equal market cap. Just look at Amazon, which takes in $135B a year, but is valued at $580B. Apple has $230B, but valued at $890B.

Long and short of it is that potential valuation in 2018 and beyond is far more than just a estimating 80% of GBM sales in 2017.