NorthWest Biotherapeutics Inc (NWBO)

[skitahoe]

If L.P. were truly wanting to get the shorts, one way would be to lie about announcing data lock and announce TLD along with simultaneously presenting it in a late breaker at ESMO this weekend. I've not supported that idea, but if it happened I think we'd all forgive DI and others who said we'd learn of data lock. It would serve the shorts right if they believed they could stay short and generate doubt right up until TLD was revealed.

I frankly don't understand the short mentality in staying in that position in a stock that could have potentially explosive growth. I can understand shorting a stock that appears greatly overpriced, but not one with this sort of potential.

I'm sure part of their thinking is the trial will fail, while anything is possible with the FDA, that won't be known for many months, the stock could go to double digit dollars before a decision by the FDA or any of the other regulators. I believe the TLD will sound very successful, even if certain FDA goals aren't met. The company moved to make this trial overall survival based, not PFS which would have been far shorter, but identified some with pseudoprogression as progressed which would have certainly diminished the data. I believe with the new SPA in place and many patients who're still alive, success is reasonably certain.

Gary