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Re: TiltMyBrain post# 221876

Tuesday, 04/09/2019 9:42:36 AM

Tuesday, April 09, 2019 9:42:36 AM

Post# of 687391
Yes, in hindsight, I think Larry ran interference at the end of the year with that startling statement that NWBO might, if it chose to, have a BLA filed before the end of 2018. I think he was trying to prevent tax selling and short accentuation of that. His timing of anti-short articles now might be related to an attempt to short circuit short manipulation of others' expectations surrounding ASCO and the UCLA event with the new FDA commissioner.

NWBO could short circuit shorts, imo, by doing things the normal way. Like updating longs on NWBO's latest internal timeline. Most companies would say, here is our latest conservative estimate for topline based upon the ongoing work toward data lock.

Amarin, for instance, pegged its topline timeline announcement about a year in advance with an 8,000 patient trial that still had not then conducted final patient visits nor adjudication.

NWBO has a modestly sized 331 patient trial (with an additional 32 patients in the psPD arm), and adjudication likely completed at the end of last year or the earlier part of this year; additionally, any and all remaining patient clinic visits completed November 2018.


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