I don’t think you’re thinking long term enough. This is the time to not flinch no matter how much fuss is being made. Larger Funds don’t give a shit about now, they care once TLD is announced. Things with share price will take care of themselves. Retail run overly on emotion and that’s enough to drop the price as it is. People simply don’t have the time or energy to do enough DD to stay in if they get nervous.
Gaining the backing of clinical and scientific consensus experts is crucial to how the treatment is perceived in my world of actual medicine, not finance. The only thing NWBO has is the treatment and nothing about second guessing the way Linda Powers and Les Goldman are doing what they’re doing is going to make them change course; they know what they have and they’re working the strategy they’ve developed and they’re not going to change in mid stream. I believe they’ve worked this to a nub and I’m guessing we’re going to see some big names that will be important to our product be backing DCVax, even ones who’ve been detractors. The length of time in Peer Review is a clue to this (add COVID and we have quite the wait). And if this happens this is a slam dunk and having that backing against any noise about using historic controls becomes a non issue. This opens the doors wide open for trials for other indications and does the work up front instead of piecing it together each time against strong criticisms.
I’m quite sure of what I’m saying, I live in this space and know how these things can unfold. Experts who see the change of paradigm in front of them are not going to want to be the heal that made a bad call, they’ll want in on the chatter and take some kind of credit for it somehow some way. Trust me on this. And if you want to see something interesting look at Novocure’s price drop steadily from $227 to $84 in the past 6 months and insider sells, about the same time the Peer Review has been taking place. I don’t believe in coincidences. Ever get the feeling some troops are amassing at the border….?
