NorthWest Biotherapeutics Inc (NWBO)

[kabunushi]

I've implied this already, but the MB longs have no concept of risk, nor any idea that there is a reasonable slightly positive view like this shallow article on a platform that claims to unearth opportunities. It requires a thorough analysis of the science to move beyond the view that 'this might be an opportunity, but it's not without risk'. As we know, journal articles can be found that are negative toward the trial analysis, usually by those who are conflicted in favor of NVCR. The unsophisticated are never going to buy into the claim that 'approval should mean massive up-valuation', unless and until they see that start to happen.

At least a bit higher valuation ought to be forthcoming on approval but the huge appreciation some love to believe is right around the corner will take patience, UNLESS a deal demonstrates that industry players appreciate the stock is quite undervalued for the expected commercial value of the treatments approved and in the pipeline. There is a big problem with the buyout hopes, which is that the stock price is so low now, and NW has no money. Hence, LP doesn't have the pricing leverage she ought to expect and demand for her holdings. A buyout might come at a 'decent' premium from the market price, but IMO it's very unlikely she can get a deal at this point that reflects the full potential of NW's IP.

The MB longs just want to read feel-good fairy stories imo. They remind me 70 year 70-year-old dudes who are not in top physical shape and don't have liquid assets who think they ought to be dating desirable 25-year-old women, lol. That's a bit extreme, but not all that much considering how high the expectations vs actual reasonable expectations for the short term. And they shout down as 'soft bashing' any attempt to see this situation in a reasonable light. I have no more time to spend on any of this. Let's see whether or not I'm proven wrong and the shares run to $4-5 after approval. I would be thrilled to be wrong and be able to say 'the super-longs had more brains than I gave them credit for'.