NorthWest Biotherapeutics Inc (NWBO)

[Dan88]

The sole purpose of NWBio at the timebeing or after datalock is to commercialize DCVax-L, and to achieve that, RAs must first approve it.

So to prepare data/analyses of unblinded data for publication and/or public announcement, etc, in whatever order or form is just the means to achieve the above goal.

Then, you have the question of how to better achieve that goal: to get DCVax-L approved in UK first, followed by other countries in serial, or to aim at getting it approved in all four countries (plus other EU countries) in parallel. Then tactically, NWBio needs to prioritize its things to do differently.

To publish the unprecedentedly rich and trial-proved safe and efficacious data in a peer reviewed journal such as NEJM or The Lancet is easy, but it's better careful to prepare "the right" content in the right form in the publication, which should be not only reflection of the trial data but in RA agreeable/approvable form, because when it is published it's the final.

So for the publication in the case of NWBio, my understanding is it's not just to publish, but negotiate with RAs for what would be published in terms of details, priorities, and conclusions.

Because we are a small developing biotech company at such critically important inflection point, and we have been attacked viciously and endlessly in the past, we ought to hide our strength, bite our time, taking an unprecedented way toward approval for unprecedented trial and data.

If you understand the goal correctly, you would understand why NWBio has seemingly missed some "ambiguous self-imposed deadlines" because every time it missed it must have adapted its operation so that it can better achieve its goal and its only goal, which is to bring DCVax-L to as many patients as possible in a commercial setting, which in turn requires appropriate strategy and tactics to get it approved in as many countries as possible.

Yesterday it's strong buy at around $1.3; today as of now at 9:51am at around $1.26 is obviously a strong buy.