NorthWest Biotherapeutics Inc (NWBO)

[JRIII]

Here's what is coming:

Start with what we know:

- PFS failed (95 percent certainty. The company hid PFS from the 2018 interim data, and everybody knows if PFS had been successful they would have told us five years ago.)
- The trial is a mess. There are major validity issues with the data due to the way the trial was run.
- The survival effect of DCVax-L may not be provable.

I believe the company has known this reality for five years and has withheld this information from shareholders. I also believe they are now planning to present the data in the oversimplified form of, "While the data does not confirm efficacy, here is why DCVax-L should nevertheless be approved . . ."

I am eager to see what that argument will be. Perhaps it will even be persuasive and successful. That would be nice, but I'm not counting on it. I think most of us know this scenario is most likely. The stock is going to tank when they present this news. Better have your trigger fingers ready.