NorthWest Biotherapeutics Inc (NWBO)

[kabunushi]

The problem for the shares for right now is that the market at this point is all about 'show me the money' while Linda seems to prefer talking about how great things like the Roswell deal is. NW needs to not only get the MAA approved, they need to execute the shit out of the commercial rollout in the UK, plus get marketing applications to some other RAs - at least Canada and the EU if they are not yet ready for the FDA, and also move on additional clinical trials. In other words, they need to walk at a brisk pace and chew gum at the same time. The credibility of the long-term promise depends a lot on how they execute on moving the commercialization forward at a brisk pace. Can they do that is the question of the hour. Their pace of execution does not inspire a lot of confidence in that regard. The most recent CC demonstrated that they have great confidence in the eventual value of their franchise, but the franchise still isn't open for business.