NorthWest Biotherapeutics Inc (NWBO)

[MalteseFalcon]

Long time shareholder who rarely posts. What spurs me to write this morning is that I think many of you are overlooking a significant change in the nature of our investment. At market close on Friday I owned shares in a company that has what looks like a breakthrough in the treatment of glioblastoma which according to the interim data from 2018 extended the mOS for several months and is an effective cure for a certain segment of the treatment group.

I own a different company now. Going from the slide presented by Linda Liau in her talk on Friday (p.29) DCVAX in combination with Keytruda ELIMINATES TUMORS. Granted that this study is not large and has not been going on for a long time. However, that is a bold statement to be made by one of the world's leading oncologists and one that is probably not made lightly. In addition, as we know GBM is amongst the most difficult cancers to treat. If this combination eliminates GBM then it probably has the same effect on all other solid tumors.

The rest of you can interpret or ignore the slide as you like and time may prove me wrong. But I think I now own shares in a company that literally has the cure for cancer.