Thursday, March 26, 2020 10:19:11 PM
Anyway, I think the analysis is pretty close to what is going on. I am very confident wrt RA approvals. I am relatively certain, IMHO, that the UK will come out with approval first. They are extremely receptive and have been greatly influenced by Dr. Ashkans and other influential oncologists there. The build-out/readiness of Sawston is a big clue. If I were to forecast, I believe that UK approvals will come several months after TLD. In any event, I think certainly this year. I believe that the FDA will relatively shortly thereafter render approvals as well as Canada and Germany. Just my take from "reading the tea leaves". I am not concerned about the original end-points. It is all about the tail. That is where the excitement lies. The results will show a long and very robust tail. Undeniable efficacy over a broad spectrum. Broad approval by the RAs. After all Optune met a lower threshold with the FDA approving and NWBO's results will be significantly stronger. Unless COVID-19 really mucks things up, 2020 looks to be NWBO's year.
I know that management's silence is not meant to annoy or disregard shareholders' desire for more information. They believe they have very good reason for relative silence and in any revelation for the reason(s) for lack of communication this could give it away or cause more speculation/confusion. Not very satisfying but in the end, it is all about the results. JMHO.
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