NorthWest Biotherapeutics Inc (NWBO)

[MalteseFalcon]

If DCVax, like many of us suspect, proves to be the way forward for GBM then one wonders what happens to Novacure. At best it delays progression of GBM but does not halt it. The stock price is down from almost $225 to $77 but this still equates to a $8.6bn market cap. Given the choice of DCVax or a helmet I wonder how many doctors will recommend the latter. Insiders have been selling which is never a good indication. I wonder if their own view of the company is a dim as mine. I suspect soon that the market caps of NWBO and NVCR will be reversed.