NorthWest Biotherapeutics Inc (NWBO)

[longfellow95]

Kicking the can further down the road is not an option.

It is an option.
Not one that anyone would like.
And not one that the company would willingly take, imo (though some will disagree).
They will only do it, if they have no other option (again, imo).
Perhaps because a third party hasn't followed through on a given commitment.

And the share price would take a hit and further financing would become more dilutive, more toxic.
But saying that it is not an option, doesn't make it so.
I think you did previously say something not too dissimilar pre last years ASCO, and they were able to plod on afterwards.

Having said that, on the balance of probabilities, I think we will get something significant and substantive that will at least maintain share price at the existing level, and hopefully result in a more extensive positive reaction.

The timing of the communication to shareholders just doesn't fit with topline for me though. If they knew via unblinding that they had something 'interesting' to disseminate, they would also know if it was a whole lot more than interesting (or alternatively disappointing). If they hadn't unblinded at the time of that communication, then the matter of 'interest' has to be something else.

My tentative prediction is a significant 'business development'.
And I do mean significant.