NorthWest Biotherapeutics Inc (NWBO)

[flipper44]

Here are a couple other things I wrote from June of 2019.

“5. If BP is not already calling the shots behind the scenes, NWBO might be intentionally waiting for BMY to cough up their checkmate 548 interim results/recommendations in methylated GBM (which were due a month ago), so NWBO can demonstrate DCVax is the only game left in town to treat GBM. Otherwise, BMY could try to leverage and/or bluff their position that CIs are going to succeed in their current phase III methylated GBM trial, thus supposedly making DCVax-l less valuable. Personally, I think it’s time for BMY to show its hand in the 548 trial. They are late.”

“Likewise, the upcoming Checkmate 548 results will come from a population selecting methylated only, which inevitably ends up with an artificially high cutoff value in methylation % on average, which results in higher medians. However, while I wish BMY well in their trial, we have already been told by UCLA researchers that CI therapy after tumor resection without treatment before resection does not work. It's already failed in recurrent and unmethylated for Opdivo, and the recent comments from UCLA suggest Opdivo will fail to distinguish itself from SOC in the methylated sector as well with post-resection treatment.”