Daily observations.
I want to make it clear that I am not predicting any Buy out or partnership in the near future. I do think there's a little chance it might happen (not a traditional buy out). I was merely pointing to an example of how a potential deal could be done that would satisfy both sides at this point in time (SP at an artificially low place).
We do need the MIA before anything like this can happen. I think there's a good chance this will be issued within the next couple of weeks. Without it, there's zero chance anything like that will happen.
I am not in the camp that an ASM has to happen shortly. I never thought they were going to ask for an increase of AS at this time and any other corporate maneuvering they could be working on in my opinion does not need shareholder approval.
The speculations that not having announced the ASM and no longer having a relationship with Powerscourt is a sign that a deal is imminent, are just that, speculations. I understand that a deal would be one explanation for those things, but that does not automatically prove that this is what is happening. I do not think at this point we have had any confirmation that the company is in a quiet period. I have seen a cryptic answer from DI that was interpreted as such, but based on his previous replies to messages, I would not put too much value of the wording in this particular reply.
My viewpoint on Optune is that it has seen it's best days with the results of Murcidencel being released. I trust Dr. Brem in his assessment of potentially being helpful vs GBM, but with an alternative that provide better odds and a heck of a better quality of life, I think the days of the helmet will soon be over. I have not seen any anecdotal evidence that a combo with the helmet works, so I will leave it at that.
I think most of the shorts not associated with Crocodile Dundee and the poli-sci major have covered.or are in the process of covering. Shorting, in general, requires a firm understanding of fundamentals and since May 10 and specifically since the JA, those negative fundamentals are simply not there. The remaining shorts have hedged their wagon to the personal vendetta against LP and NWBO and very few have ever been successful when acting on pure emotions without a solid underlying fundamental support. In regard to a trheatened paper on his underlying fundamentals for his short position, I think that should be welcomed. I seriously doubt he will publish it and if he does, it will likely just be a recap of the Statnews article, as he seems to follow the Poli-sci major blindly. JMHO
Most of us longs who are not worried about the daily SP but are feeling good about the longer term prospects of NWBO will have a nice and relaxed Thanksgiving. It is my hope that those who daily posts their doom and gloom whenever the SP fluctuates will soon realize that the daily SP for an OTC stock is meaningless in the big picture and that we are at a point in our investment thesis where we know so much more about the science and the incredible reception in the medical community for the results of the trial.
Not much for predictions, as I have learned a lesson or two from my experience with NWBO and the OTC, but I do believe that we should be on a regular exchange and be more fairly valued in 6 months time, hopefully a lot sooner. I think (hope) we will all be very pleasantly surprised by the corporate developments that will happen over the next month or two. I have always said I will defer my critique of management until I have more information about what has transpired with the company, but I would be disappointed if we don't have any significant corporate developments before the end of Q1 23.
Happy Thanksgiving to all of you and I hope you truly enjoy the day with your loved ones. This will be my first Thanksgiving without my two grandkids (5 & 6), so mine will be a little lonelier than normal, but will try to make the best of it and feel thankful for all that I have.
