NorthWest Biotherapeutics Inc (NWBO)

[CogDiss 1188X]

It’s easier being in ATHX since I’m sitting on a nice gain — current position in NWBO is painful but if things go positively with the trial and FDA, it will be worth it, I believe. That’s a lot of IFs but it’s a grand slam or strikeout scenario for the most part. Not sure what I do if it’s a single!! Thinking about what that might mean before too much time passes since the 3-2 pitch may be upon us. Could be a balk! Jeez, who knew there were so many possibilities - lol!!

I was in MESO several years back and am contemplating a small position there. Would appreciate your thoughts there if you get a chance.

Saw you mentioned FATE in another post — I recently brought a small position there. I like that they’re working with Sloan-Kettering — great connection that puts you on the right side of things. Great pipeline too, though am concerned they will run into cash issues sooner than desirable — perhaps too many pokers in the fire. Athx had that problem in the past but they’re more focused now and have off-loaded some spend onto Healios.

GLTY