NorthWest Biotherapeutics Inc (NWBO)

[biosectinvestor]

This is total nonsense ATL. I explained why your wild speculations were not reasonable, and asked you for specific proof re the “formulas” for DCVax-L that your claims implied you knew. You could never do anything but link to patents which were not about current formulas but about possible future opportunities and combinations. You also were basically supporting Adam Feuerstein’s claims inadvertently, that there were multiple formulations of DCVax-L. Which seriously bothered me.

The reality is, based on my arguments with you, you subsequently changed what you were saying and now you basically are saying what I said, which is that it is given via IM injection, and there is not a DCVax-L version to be approved on this round that is different than the one in the trial.

I gave up on you because you insisted on things that did not match reality, based on what I call “wild googling”, which is a feature of naive approaches early on in such research.

After I pointed out that your statements about a pending version 2 of DCVax-L with poly-ICLC that would effectively change the formula was not likely, and explained, rather than conceding, you persisted in the argument, you just modified it to fit what is already happening. And then you pretended you never made those previously wild claims that were the subject of our disagreement.

I was posting on the poly-iclc opportunity and possibilities of approving a adjuvant long before you were, many, many months, if not years before. And after long research and lots of back and forth with people here had come to various conclusions about possibilities. But never would I have argued that before DCVax-L was approved they would roll out a new vaccine and try to get that approved based on the Phase 3 using the current version. But you went in wild directions of speculation that did not fit any regulatory model, and like I said, basically would have suggested there were different DCVax-L formulas, which again, was what Adam Feuerstein was claiming. Sometimes longs end up making the same arguments as shorts, and sometimes it is by accident, and sometimes they get confused and sometimes it’s on purpose. I eventually decided you were misguided but enthusiastic.

But as I said, you ultimately modified your point. I agreed with you the other day on Twitter. But pointed out that it’s not a new formulation of DCVax-L, it is just the same procedure that UCLA has been following for more than 10 years now with an adjuvant IM shot. Not a reformulation of the vaccine. Poly-ICLC is a drug by a different company. That would require a licensing agreeement which has not, as of yet, been put into place. Nor has it been announced that they were modifying the vaccine, and you would not do that after having just finished a Phase 3 based on a set formula. Your arguments at that time were what I would call a bit manic, and did nothing to help keep people focused on reality. And that can be quite destructive when claims are made that are not real and create false expectations. That too can be a form of bashing, though again, I concluded you were misguided rather than intentionally bashing by creating false expectations.