NorthWest Biotherapeutics Inc (NWBO)

[Basin Street Blues]

Tryn2 - my opinion :

1. Even if we run to a $2bn market cap prior to TL there`s low to no downside risk on unblind / TLD day, and I think its going to be somewhere between pretty good and stellar.

2. If the data meets the primary endpoint it will be approved BUT in contrast to just about everyone else here I know that the share price will already be where it needs to be and that will be based on Novocure's market cap and factors like the Juno & Kite sale price as our price rise will be driven by BUY OUT SPEC not friggin dividends in 3 years time and the actual `approval` will be months down the line and go almost unnoticed. That has certainly the case with other past blockbusters.

3. If the TL data is questionable approval day is then of course a big deal.

4. I cannot fathom the boards obsession with UK approval, the importance of UK looking generously at the data and approving us is only relevant if the data is marginal.