NorthWest Biotherapeutics Inc (NWBO)

[JRIII]

Aren't we waiting on 5 year data at this point for a fatter fat tail that won't get approved?

Your guess is as good as mine. We don't know exactly what we are waiting for because the company won't tell us. We just know that whatever it is, it's a "home run." They also never told us that the trial failed to meet its originally defined PFS endpoint. They don't want to talk about the trial's primary endpoint failure, and apparently they don't want to talk about the new endpoint they have called a "home run" either, so the only conclusion I can reach is that they just don't like to talk about anything of substance, period.

Now they continue to plod along in silence while shareholder hopes and expectations continue to rise. We have seen this drill many times before. At some point, probably as ASCO draws near, the expectations will reach a fevered pitch. Who knows what we'll get from the company, but the only thing you can be assured is that it won't be anything of substance.

Maybe the new IR guy will bring some clarity to this situation. That sure seemed to be the implied promise from the ASM. It's early. I'll give him a little more time. But my expectations are low. I don't think this guy has any idea what he has stepped in to, or who these people are that he has agreed to work for. Well, let me amend that to say I'm sure he has an idea, but I'm guessing he has underestimated the entrenched culture of paranoia and fear that defines this company's leadership. I'm curious to see how long this little experiment lasts, as I suspect his hiring was not Linda or Less's idea, but more likely came at the direction of the board. If he truly believes in changing the communication culture of NWBO, it will be interesting to see how much support he gets.