NorthWest Biotherapeutics Inc (NWBO)

[longfellow95]

Your post at least implicitly suggests that you are relatively OK with NWBO management not providing a newsworthy update at ASCO wrt DC VAX L and that this lack won't negatively and dramatically affect the share price.

If they have a newsworthy update available by ASCO time, I imagine they will give it.
If they haven't, they won't.
Simple as that really, imo.

'Newsworthiness' is rather a subjective notion in any event.
What I consider newsworthy, you may not, and vice versa.

A lot of news they would like to give is dependent on third parties.
A back and forth dialogue on SAP's could go on for several months, before reaching a resolution.
One regulator will likely see things differently to another.
And that dialogue and the reaching of an acceptable conclusion at the end of said dialogue, must necessarily occur before they unblind.

The idea that the moment of information dissemination is entirely within their purview, and that they might wilfully withhold 'newsworthy' updates for no reason (other than to annoy shareholders) doesn't have logic.
And while the trial remains blinded, they must be continue to be scrupulously cautious about what trial data they access and publically share.
If it is a further blinded interim update, because that is all they've got, then so be it.

What LP said about timescales and conferences needing to fit, as they just about did last year, is always true.
And you may not know if the timing is going to fit until the last minute. You may have to devise alternative programmes for a presentation, depending on whether an outcome you are expecting (but lies with a third party) becomes known in time.

Anyway, ASCO is just a symbolic waymark, and a needless event that doesn't fulfil any essential function, imo.
Ten of thousands of representatives jetting around the world burning up fossil fuel for what?
If investors place too much importance on it, they may well be setting themselves up for disappointment.
If lots of investors thought similarly to yourself, then we would be well on the way to creating a self-fulfilling prophecy of post-ASCO investor gloom.

However if investors perceive it as an overblown jamboree that doesn't fulfil any essential function (as I am inclined to), then a minus news ASCO will very soon be forgotten.


Topline will most likely be given in a short PR and the dates of ASCO have zero relevance (excepting if a third party is puposefully 'taking its time'), as to when they are in a position to announce topline outcomes.


If positive topline announcement follows within a couple of months of ASCO, who is going to care about what wasn't disseminated at ASCO??