NorthWest Biotherapeutics Inc (NWBO)

[MI Dendream]

Eagle, Interesting analysis, and interesting that they continue to only look at Keytruda in that class. It could be that it is the drug of comfort, however. I agree that Merck is assuming all of the risk, and likely is at least providing free drug as they do. In my experience, companies don’t take risks on assets that they don’t need to do that with.

Generally, where there is smoke, there is fire, but not always. I once saw a show at the Blind Pig where their smoke machine went bonkers and everyone left coughing out a lung. I am not sure whether I want to see real fire or a smoke machine in this case. To me a happy medium is a partnership.

Sometimes after a fire, one is able to pivot and refocus life in a completely new direction and sometimes one cannot walk away from something so meaningful to them. I kind of want my cake and the ability to eat it too.