NorthWest Biotherapeutics Inc (NWBO)

[Hopeforthefuture3]

Atlnsider and Marzan, I'm not sure where you are getting your information. Again I re-watched the Liau and Prins presentations and she/he are very clear. The last 2 Liau presentations (both in 2019 one 53 minutes one 22 minutes) and the Prins presentation they all say that immunotherapy illicits a response in 20 to 25% of gbm patients. The long term survivors all have similar characteristics- mesenchymal idh1 wildtype and mostly methylated. They also talk of it is not enough to get the t cells into the tumor as the body (not the tumor-watch the Prins presentation) creates a pd1 inhibition on the t-cells in some cases and this is where a checkpoint inhibitor may be needed. The few dozen long term survivors all have these characteristics according to Liau. Both Prins and Liau say the vaccine does not seem to have an impact on other sub groups. They consistently show graphs with wonderful impact to mesenchymal and no apparent impact to others. This can still be a total success as in reading some of the literature mesenchymal can be 35 to near 50% of gbm. It can very well fit the blended survival we saw in the 2018 JTM paper. I'm just very sceptical of people saying it helps all as I can't find that in any paper or presentation. If you have such a paper or presentation please share. I don't know how long you have been in nwbo (5-6 yearsfor me) but have seen many things promised and then delayed. On conference presentation lists and then a no show so am sceptical but very much long. This time imo it is real as Liau is on the schedule. Also want to see if Powers has anything for us on September 12th.
I'm a realist and trust what the UCLA docs say. I'm not a cheerleader and say this will cure all cancer. In time I expect more trials and may well help other solid tumors but needs years of trials. Still waiting on the final paper on direct Bosch talked about june 2 2019 as I think direct looks promising but will also need many more trials. Have seen some here post they think direct will get quick approval if L succeeds but imo needs probably years of trials.

As for valuation-Uranium came up with some very logical calculations for a near term target price of about $4. If one assumes will get to the 1.4 billion shares that is a market cap of between 5 to 6 billion. Imo pretty good for an otc stock that still has to apply and get fda approval. Also gbm while awful and people need help is not a huge indication as I think less than 20,000 cases a year in USA. I have seen posts saying 25 billion market cap just seems not realistic to me at this time- perhaps years in the future.
Also we were at 14 cents earlier this year at $4 price that is 28 times improvement- rather good imo. I hope for the best but try to be realistic
If you have some logic for a different price target would like to see it.
Good luck all