NorthWest Biotherapeutics Inc (NWBO)

[tryn2]

Occam’s razor says Duffy didn’t just jump from a successful position at BP Merck to tiny startup NWBO for no reason. Either he has sniffed out that DCVAX is the next big thing (unlikely because where would he get any additional information than what is available to us) or his hire is a huge indicator that LP is in negotiations with Merck for either partnership or buyout. My guess is that currently Merck and NWBO are far apart on numbers and an agreement has been made for Merck to LEND Duffy to NWBO to help them get DCVAX-L across the finish line, with as many indications as possible. When this happens, Merck will have a sure thing, and buy NWBO for the amount LP is pushing for.