NorthWest Biotherapeutics Inc (NWBO)

[Harry1969]

I always read NWBO’s PRs multiple times - LP and LG are lawyers and I think they’re very careful with what they say.

After my initial read, and all IMHO, I was a little disappointed. I thought there was nothing really new. Plus they mention other third parties utilizing the excess production capacity which made me think of some of the comments on here about shareholders basically funding another CDMO.

However, on subsequent reads I’m now more bullish. My interpretation is that the two suites are designed primarily (maybe solely?) for NWBO. Further, the PR discusses recruitment specific to “ manufacturing, quality control and other operations of the first two production suites”. It sounds to me as though they’re fully staffed to start up the two initial suites for NWBO and from LinkedIn it appears that a recent PhD recruit is experienced in immuno-oncology. If I was recruiting and was unsure of approval, I’m not sure I’d get everyone signed up so early.

Finally, they talk about TLD in the “coming months”. ASCO is also in the coming months....

My one question is why release this PR now? It doesn’t seem like we’ve hit an explicit milestone with Sawston and they could have waited until they have MHRA sign off / approval.

All this is IMHO and nothing will ever surprise me as a owner of NWBO stock.