Couple of insights from a phone conversation with DI today, I know its not much but will share anyway.
1) Look for Annual 10-K first before ASM which means April/May. Not sure if Virtual or in person, seems he indicates they want 10K out first so discussion is current 2) Implied confidence of world using real world data RWD and RWE Real World Evidence and not Placebo for trial data
Link from FDA 2/1/22 (not from DI but from myself)
3) Parallel work going on while waiting for manuscript peer review and publication, multiple behind the scenes tasks being worked on to expediate approval for DCVAX, the goal is approval not just TLD
He did not say manuscript peer review was hold up but that was IMO what he implied. Seems a lot of work going for the approval process while we wait for TLD 4) Spoke about how overall market especially BIO's taking a beating so not surprised of the SP for NWBO, although no negative news has been provided to warrant current SP Understands some have now lost their patience but everyone has to do what is best for them based on their on financial circumstance. He reiterated the patience of investors to allow NWBO to get everything right, that they feel their plan is the best way forward pre TLD and approval
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