NorthWest Biotherapeutics Inc (NWBO)

[no2koolaid]

While the issue with Taiwan is a clear danger, it is less present than some may realize. According to a study by a think tank on war, Xi has to get appointed Supreme Leader for another 5 years and that will happen next month. He has consolidated power by appointing all but 7 of the 281 leaders of the party, is pushing for more "loyalty" to him, will have to deal with the impact their Covid lockdown has created for the economy, the aging of the population (which means fewer consumers), the real-estate bubble and the people behind it, all while growing the navy in sufficient numbers to ring Taiwan and prevent anyone from getting in or out. The think tank says 2025.

The reason I can speak to these things is that it was part of a discussion I had with my students on the macroenvironment. I also know from having had to deal with China back in the day of being a global manager. Why this should even matter to NWBO investors is simple...do not do what many businesses do, including pharma. Add in the prospect of all those potential Chinese patients/consumers. If one is unclear about the theft of critical IP, you can only imagine what that scenario might be in China with NWBO. Good golly Miss Molly, they will help NWBO build a facility in China; that is how they get into one's business.