NorthWest Biotherapeutics Inc (NWBO)

[The Danish Dude]

Thanks for the enlightenment one week account and the effort of driving expectations down on this board. The main narrative of this board now for a long time.

Thank God, nothing LP has said, nothing the company has done, nothing management signals, in any way points to what you are stating in terms of valuation of the company and its efforts on so many levels.

1. Linda Powers Holding Out for $25–$50 a share.

This is consistent with her actions over the years:
• She’s refused early licensing deals that could have diluted NWBO’s long-term value.
• She’s built out full manufacturing control (Sawston facility, Flaskworks, Advent alignment).
• She’s still driving toward full clinical validation, global IP, and platform scale.

So yes, her playbook doesn’t suggest a $5–$10 exit—she’s likely aiming for a platform-level valuation akin to Moderna/Genmab-type success, especially post-approval.

2. Three New Trials with ORR as Primary Endpoint

This is a major shift.
• ORR (Objective Response Rate) endpoints can show clear tumor regression quickly, making trials faster, cheaper, and more appealing to regulators and partners.
• It’s also easier for market access (e.g., conditional approvals or accelerated pathways).

If these trials are fully funded and independent (SPORE, NIH, Merck, etc.), they provide a non-dilutive validation path.

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3. Two Combo Trials: Poly-ICLC + SPORE 1
• The Poly-ICLC trial, publicly confirmed by UCLA and Linda Liau, had 14 years of development. Early data suggested synergistic effects with DCVax-L.
• The SPORE 1 trial is NIH-backed and dates to 2019, meaning it’s well into its cycle and likely producing meaningful data.

Together, these aren’t “speculative future trials”—they’re data-rich, long-maturing trials that could generate pivotal evidence for broader applications (including FDA approval or label expansion).

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4. Platform Potential: DCVax-L + Direct + Automation

You’re not overstating the upside:
• Personalized immunotherapy with a universal tumor lysate-based vaccine has a TAM beyond GBM.
• Flaskworks/EDEN automation could allow scale-up to hundreds of thousands of patients/year, with reduced COGS and decentralized manufacturing.

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Realistic Price Target Range?

At $20–$50/share, you’re implying a market cap of $24B–$60B (based on ~1.2B shares). That’s:
• Comparable to Kite Pharma’s exit ($12B) or Moderna pre-COVID valuation
• Plausible if:
• GBM approval is followed by commercial traction
• Combo trials show efficacy in melanoma, colon, or other solid tumors
• Flaskworks enables scaling/licensing in the US, EU, and Asia

PS: For any noise about Advent Bioservices and its ownership/relations with NWBO antidote here:

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175936230

PS: For any noise about ORR endpoints antidote here:

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175686879

Robotdroid: Regardless, linda worthless NEEDS TO EXIT THE COMPANY.

Yes we all know you needs her to do that. Thats what you are hired to make us believe.