NorthWest Biotherapeutics Inc (NWBO)

[Harry1969]

I keep coming back to two things. All of the following is IMHO, clearly.

1. Soft lock. At least one of the PRs mentioned soft lock but the company never confirmed whether this happened. However, the acquisition of Flaskworks during the same window was a really bullish sign in my opinion.

2. SNO. While I get it that LL is kinda a rockstar in the Neuro-oncology space, the guidelines seem to be quite clear that the LBA required data - would they really waive this for anyone? Also, given the timing of TLD it seems like it might be a little bit of a rush to prepare for SNO. I understand that negative results could be discussed at SNO, but why would LL be so keen to discuss such in a rush, rather than waiting for another conference in a few months? The answer to this could be linked to 1. above.

I’m a finance guy, not a scientist, and these are just my own musings. I’d welcome any thoughts on the above, especially any counter arguments.

I change my price target all the time, but I’d love to see $7. That said, I want it to jump overnight as my wife thinks we should sell if it gets to $3.50.

Just my late night ramblings so feel free to ignore.