NorthWest Biotherapeutics Inc (NWBO)

[skitahoe]

I'm not big on conspiracy theories, but do I believe that BP would rather see companies like NWBO fail, sure. In the long run, I'm not sure it matters. Sure, with no firm news a concerted effort to hold down the share price can be somewhat successful, but what happens on solid, undenyable news.

I'll concede that bashers can find something in even the most positive news to create limited doubt, but when data screams this is worthy of approval, Investors and Institutions will realize what's about to happen, as will BP.

I can't say it will be Merck, even if they have the inside track, who'll say I want at least a part of this market. Their are so many BP's out there with billions to spend that a fight could certainly occur. While all of them would prefer to sell their mass produced pills and potions, I believe they also know that personalized drugs are the future, and if they want to maintain their piece of the pie, they need to get in. I can't think of anything that would benefit investors more than a bidding war to see who partners, or acquires NWBO.

As much as Merck seems to be interested, I've seen Roche get into many companies, in some cases first as a partner, then they acquire it, and then spin it out again, while maintaining a majority interest. Look at Genentech, currently wholly owned by Roche, but operating in a manner that they could spin it off again. Both investors and Roche have made money as they played this game. I certainly would rather see a partnership up front, then tremendous success as products reached the market. Finally if acquired it would be at a price that investors today don't even want to dream about, but if both DCVax-L and DCVax-Direct were approved and garnering a substantial market share, triple digit billion dollar market caps are not out of the question, so likewise they'd be what would be needed to buy out the company. Certainly this is at least 5 years out, perhaps longer, as DCVax-Direct needs some time, but if positive for multiple cancers, who can deny that much potential.

Gary