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Re: HappyLibrarian post# 268645

Monday, 03/02/2020 10:53:41 PM

Monday, March 02, 2020 10:53:41 PM

Post# of 700553
As I have said before, the only "interesting"(company PR announcing ASM), "very interesting with PRs"(shareholder telecon with LG) and "very exciting and very interesting"(another shareholder conversation with LG) relates to TLD. Absent TLD, there won't be any announcements involving BP or RA regulatory status updates. NWBO will not announce timelines for TLD and announcing "data lock" is anti-climatic especially on April 18th and could not be classified as "very interesting". Accordingly, anything short of announcing TLD between now and the ASM is not "interesting" because TLD is the gateway to all of this. No one will believe that all will be revealed at ASCO kicking the can yet further down the road from the ASM.

The PR was definitely signed off by management as a whole and not just by Dave Innes. The company was not compelled to issue this kind of a PR which is definitely "leading on" investors. They did it voluntarily. In essence, the company is saying that they have information that should be of interest(very interesting/very exciting according to LG) and that it is important enough that management is giving shareholders enough time to make plans to attend what should be an important event. If the meeting is not interesting, then shareholders will be disappointed again and will feel duped......and probably for the last time. It seems very obvious to me that NWBO management has drawn a line under April 18th and thus they have to deliver. They cannot disappoint yet once again. If they do, they will have absolutely zero credibility which will greatly and negatively affect their ability to raise funds and continuing significant support from shareholders among other things. A disappointing ASM will sour many investors and even engender threats of revolt. NWBO is certainly not planning to do a shuck n' jive at this ASM. It would be suicide IMHO.

In order to feel secure in issuing such a confident sounding PR(I really don't think it can be interpreted otherwise). I think the tea leaves suggest that the company already has data locked and even unblinded the trial and are using the time up to the ASM to put together TLD in its "undeniable" form. If there were bad news, they would need to announce it relatively immediately. If it is positive, they would have more leeway and the results would be very interesting/very exciting. Mediocre results certainly would not be. The revelation of TLD could happen at any time but more than likely near or on the eve of the ASM. It certainly would keep the shorts guessing and believing that once again, NWBO will disappoint, thus preserving the opportunity to catch them with their pants down.

In short, the PR, short and sweet, augurs IMHO very favourable news wrt to TLD which essentially is the only thing thing that is very interesting/exciting in and of itself and without which as a gateway nothing else could be interesting either.

If the results are as positive as longs believe them to be and meet the "undeniable" test as LG has averred in the past(continue the trial until results are undeniable), I believe the share price will take care of itself. I believe that corona virus or any other exogenous events will have little to no impact upon placing a lid upon the share price. BP, patients, doctors and the markets will quickly realise the dawning of a new medical paradigm that will have a significant impact upon, at the very least, a deadly and agonising disease that is one of the most difficult cancers to treat if not all solid tumours and has severely limited alternatives. I believe BP, in self interest, will pursue NWBO aggressively depending, of course, upon the quality of results.

IMHO, the PR announcing the ASM seems to be a very strong hint that NWBO has the goods which will be revealed between now and the ASM. If not, I cannot imagine what else could be "interesting" enough to take up valuable investor time in attending the ASM. I don't see that anything else exciting or interesting---for investors---could be revealed unless TLD is announced. Enough with kicking the can any further down the road. Death and suffering do not take a holiday. JMHO.

Waiting for news of the venue---Watergate Ballroom per chance?
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