NorthWest Biotherapeutics Inc (NWBO)

[flipper44]

Yes I see a problem with it, but no I don't think NWBO can be blamed for toning down the theater presentation, particularly when they are about to dialogue with regulators on the SAP, and hopefully soon, a BLA. The other problem as I see it is debt financing conflict, but I've never seen that challenged, and I think LP is, for better or worse, showing other small pharma CEOs how to thrive (but not necessarily their investors) -- if you have a good product. We are in a fragile window of time. Down the road, nobody would question NWBO playing presentations conservatively at this point. The depth and volume description of the SAP surprised me, and it also likely protects NWBO from backseat drivers down the road, as does their obvious (we learned in hindsight) desire for sufficient maturity. Of course this is all subject to further questioning if they propose yet another delay. Which I pray they do not. Good luck to patients.