NorthWest Biotherapeutics Inc (NWBO)

[sentiment_stocks]

I think the brain mets and DIPG trials are certainly worthwhile but I’m not sure I’d go there first. Choosing brain tumors is like picking chainsaws to learn how to juggle. They saw good results with sarcoma and colorectal cancers in the phase I.

Picking brain tumor mets may also have to do with Mayo Clinic's involvement and that being what they want to juggle.

In summary, I would rather they had skipped the presentation if this was their original plan of what and how to present. Maybe something intervened that caused them to recalibrate in this subpar way. I’ve been in the situation where I’ve had to fill time or direct attention away from what one would have thought was a key point in a presentation.

These represent my thoughts as well. I will say I'm glad for myself that the presentation was given as I think there are meaty parts to it for me to learn from. But I think too many were hoping for more so when they were given so much less, there was substantial disappointment. I believe the theater gets booked very early (maybe January) with many months in front of them to think about what they can talk about, and perhaps anticipating they'll be able to talk about even more. They could have backed off, and not listed the presentation, though, so it makes me think they were hoping to be further along by June when ASCO listed the presentation online. And at that point, they had little choice but to move forward with it when perhaps it turned out they weren't to be as far along as they'd hoped. I think most would agree that cancelling when the market expected an update would have been worse.

That said, it seems that ASCO disappointment is fizzling out rather quickly due to what happened in today with the share price bouncing back.