NorthWest Biotherapeutics Inc (NWBO)

[jimmy667]

Sir when I first invested in Gilead the stock was about $9.00 in 1998. What the split abducted chart says it was $0.79.
It was a slow slog for years. Arrowhead and Anavex blew up 5x and 25x in 18 months.
I was not an Amgen on investor but that chart is instructive.
There can be a long slow gradual rise to the market cap revaluation phase.
I pointed out the 18 months of ARWR from $13 to $70 on no approval to AVXL investors when AVXL was $1.26. Eighteen months later Anavex spiked to $30 35c on no appovall or even phase 3 results when Denali spiked. Now AVXL is $12. 10x
wHen I was buying AVXL at $1.26 to $3 I evaluated current true market cap value based on comparables and potential at 1.5 billion when it was 200 million..
I was correct and we had the "MARKET RECOGNITION" event. Where AVXL stock shot up 15x in just a few weeks. I contend that this is relevant to NWBO as Anavex was second only to NWBO to the amount of negative manufactured social media and I hub negative posting against these companies.
Recent comparables of M&A activity in cancer space places CURRENT VSLUE OF NWBO close to or above $30 billion just noe before TLD or RA approval. If no partnership that would fall to $15 to 25 billion after approval based on execution risks.
The long term looks good for 5 years but hard to project beyond. The option and warrants might be a valuable contingent stop hostal.Regulation buy o ut bid.
This is my opinion but I believe the three main risks. are mitigated. 1 Over valued currently 2 Regulatory risk. As determined by trial results and RA proclivities.
3. Adoption risk- Journal Publication might lead to adoption by Doctors and payers.
I do see Corp governance risk togethet with option and warrants overland which may take 3 to 5 years to work off.