NorthWest Biotherapeutics Inc (NWBO)

[jon_k84]

I think you might be reading too much into the convos you had with DI.

Agreed that DI is top shelf, and because he is top shelf he would never under any circumstances give any investor even a whiff that there was a BO or JV on the horizon one way or the other. If a BO was lined up, him even dropping the subtlest of hints would literally risk the entire deal. For all he knows the conversation could be recorded and blasted onto twitter.

If there is a BO in the works, it is likely that only 4-5 people at NWBO know anything about it. It would be LP and a few top executives. Likely LP wouldn't have even mentioned it to DI because until they are ready to go public with it, he doesn't need to know. Billion dollar BO deals are airtight, and you better believe that any big Pharma execs entertaining such a deal would require iron clad NDAs with severe penalties for leaking info.

My suspicion for a BO/JV is as follows:
-Doesn't make sense to sit on a journal article for two months. Why would they turn down a 2 month head start on applying for regulatory approval? Only BO or JV makes any sense of that.
-If we were flying solo, LP would be asking for way more than 500mm shares. Would take at least an additional 1-2bn to get the company to a point where they were stable and profitable.
-It is now at a point where it makes financial sense for Big Pharma to BO/partner. Getting in now guarantees they'll make a nice profit off the technology, and if they wait another year NWBO gets a lot more expensive.