NorthWest Biotherapeutics Inc (NWBO)

[hyperopia]

Hi Doc logic

you wrote:

There is a long way to go before true intrinsic value will be anywhere close to being understood.

When do you think that will be? And do you think it will still be NWBO when that value is realized?

My guess is probably not. If this trial is successful, I think there’s going to be significant interest in Northwest Bio’s platform by multiple parties. Those parties will surely understand the ramifications of a successful trial in glioblastoma to the entire platform.

I assume that you are referring to Direct, which would take at least a couple years to validate this potential “true intrinsic value.” (2-year trials with a 1-year IA?) I also assume that Linda Powers knows what the potential value is, but she also understands what it will take to not only demonstrate this potential value, but to actually achieve that value. She strikes me as a person who has been through a lot, but is doggedly determined to get DCVax-L across the finish line. But does she have the stamina to both commercialize DCVax-L, while at the same time, complete the next phase required for Direct? Or will she be satisfied with partial value for it, and move on? How many shares does she control again?

Remember her quote from the ASM? “if we were to get the proverbial 'offer you can't refuse,’ we wouldn't refuse”

So to me, the real question is: What is her number? I wish someone had asked that follow-up.