NorthWest Biotherapeutics Inc (NWBO)

[skitahoe]

We'll probably hear from Clay any time that we remain strong, the buyers are in control, and he's right. My criticism of Clay and other sites that recommend buys, hold, or sell is that they only look at the technicals about how it's trading. They fail to look at the why.

I believe the why can be explained with one word, ANTICIPATION.

First we're anticipating data lock, then TLD. After that, and a very serious increase in the share price, it's hard to determine the next major event to be anticipated. It could be a partnership, or the filing of BLA's with the regulators. Ultimately it's approval that's anticipated.

While all this is going on, we do have another product, DCVax-Direct that should get started in a Phase 2 Trial. I believe it has even more to anticipate as it will be tried on multiple different cancers. I frankly believe there is reason to believe that if this trial proves highly successful, approval could be achieved without doing a Phase 3 Trial. Sure it will still take at least a couple years, but what would a vaccine be worth that was found effective against a wide variety of cancers. I would suspect that at some point, perhaps roughly a year into the trial, a peek will be designed into the trial, if the drug isn't part of a partnership before then, what's seen in the peek may be all that's needed for either partnership, or buyout at numbers we can only dream about.

This is not to say that DCVax-L won't work in other cancers, I believe there is some anecdotal information showing it is. Some knowledgeable Doctors may choose to use it off label for their patients and in doing so will add to the anecdotal evidence. Meanwhile, with revenue from vaccine sales, and perhaps a partnership, the company will initiate new trials to add to the label for the vaccine. If this company is not bought out, a triple digit billion dollar market cap, or more, is certainly not out of the question.