NorthWest Biotherapeutics Inc (NWBO)

[BlackMountain]

The MRNA press rollout and coverage was a gut punch this week. Not because it's a potentially competitive technology. Not because I believe it's a superior technology. Because I truly believe DCVax-L deserved and should have gotten equal or better press coverage.

There are only two conclusions I can infer from the past month. NWBO does not care about PR because a deal has been inked. Or NWBO has given up on PR being an important component to bringing shareholder value in the situation we're in and sees RA milestones as the only full-proof way to increase SP.

If it's the latter, I am sorely disappointed in management. I truly believe strong PR support greases the skids for any type of regulatory process or battle. I still believe some type of agreement constrains them. But we just don't know.