NorthWest Biotherapeutics Inc (NWBO)

[CogDiss 1188X]

Senti, I’m in agreement with the thrust of your take on this. I’m sure you’re relieved to know this.

Regarding my following comments, I’m not being coy, but it’s best to keep things on the general side.

I reached out to a resource (btw, definitely not LL!) regarding this presentation and asked about the slide in question. The impression one comes away with is that the statement that the trial “essentially failed” was his judgment based on the Transitional Medicine paper that was shown in the slide, and not any inside info.

As we know, the paper in question doesn’t come to the conclusion that the trial failed. In fact, the paper states DC-Vax-L “may extend survival.”

Whether his judgment is swayed, as seems to be the case with Ol’ Stuppy based on his past interviews, by his involvement with rival therapies, is left for each of us to speculate on. It could of course be an entirely professional judgment, seemingly made free from overt conflict, that is still bound by a soon to be discarded paradigm that dominates oncology. That is certainly our bet.