NorthWest Biotherapeutics Inc (NWBO)

[photonic5]

I had this discussion with a coinvestor earlier this week, debating on whether our investment was gambling or not. We both agreed that there is a CHANCE that DCVAX could not demonstrate long term efficacy. But we also both agreed that with the data that was presented, this chance is small.

We also both agreed that NWBO is currently priced with little or no CHANCE of getting to approval and significant revenue. While the CHANCE of success of the vaccine is significant, that isn’t priced into NWBO. That’s where the value exists here.

Final P3 trial efficacy data and regulatory acceptance are the only barriers to revenue here. There is no safety concern. This is a vaccine and platform that could change solid tumor cancer care. None of that is priced into the security, which only adds value.

I do wonder how the value perception will change with topline data. Can’t sell until then, even though there is a small CHANCE of failure.

MI Den...I don’t question your intelligence. The fact that you’ve calculated out the CHANCES and are invested here proves it to me.