Why I have kept buying?
One of the reasons, in addition to the favorable prices thanks to the collected effort of the worlfpack, swing traders, and a few genuinely disappointed longs who embarked on panic selling, is that I believe a partnership deal is in the making as the company is putting a final touch in its draft SAP, to be submitted shortly.
After taking into account the comments, and feedback from RAs, the draft SAP will be quickly finalized, which may or may not need to submit to RAs again, if the company feels reasonably comfortable with it, meaning all major issues in the SAP are agreed upon by RAs. So a timeline from a couple of month to a few months at the most should be enough for this part of the work.
The rest of the work should be quite easy: at this time all outstanding queries should be all resolved; the company should be able to lock data and its statisticians should be able to analyze the data in a day or two.
After all, what is the most important is to make outmost effort to make the SAP a success, and in return it will guarantee that the data are correctly, efficiently and optimally interpreted. So it's no big deal for me to be able to see the data in a couple of month or in one half of a year.
Obviously, the existence with an increased solid footing of the company has been known by now, aided by blinded publication, presentations/lectures of Dr. Linda Liau, and of course the big booths in ASCOs and the accompanying presentations since years earlier.
I think when Northwest Bio cleared its booking with Cognate a short time ago, it is a harbinger for what it is coming for me, and it is certainly the interests of big pharmas to come onboard sooner than later after all the information has been made public so far regarding company's DCVax platform, as well as the failed trials by big pharmas in regards to GBM. It seems Northwest Bio is the only company standing today in fighting GBM!
Imagine Merck signs a partnership deal with nwbo with an upfront payment of several tens of millions, and several milestone payments of a total of billions on events of SAP finalization, positive topline data, BLA submission, FDA approval, etc., for an undisclosed percent of rights of the DCVax platform, including development of DCVax-D. In that case, what will be the reaction of the market, which has been infested by senseless and endless negativities toward the company?
BTW, Linda has my full support for ignoring all the noise. Pedal to the metal!
[why not a year earlier to do SAP, well it could not incoporate all we known to day's data]
AI
