NorthWest Biotherapeutics Inc (NWBO)

[hankmanhub]

Here is a rewrite of my previous post:

As most of you know, I am a long-term shareholder, and I share everyone’s frustration with the prolonged silence from management. But I believe that voting “NO” is counterproductive for anyone who truly considers themselves a long. It may satisfy a short-term impulse to “send a message,” but it would be destructive to shareholders and to the company itself.

I have supported this science and technology for a very long time, and I am just as tired as anyone of following the “breadcrumbs.” That said, I believe there are only three realistic scenarios for the MAA:

1. The MAA is granted before the ASM.
In this case, the vote becomes moot because the proposal will pass easily.

2. The MAA has already been denied.
I do not believe this is the case at all, and I see no point in entertaining that scenario here.

3. The MAA takes longer than we expected — anywhere from 1 to 12 months.
This is the scenario I’m focused on. A delay could be due to several reasons that have already been discussed: the MHRA taking extra time to verify everything thoroughly, RFIs taking longer than anticipated, the agency being careful to cross every “t” and dot every “i,” or possibly considerations such as EDEN, a broader label, or tumor-agnostic reasoning (though I think these broader possibilities are less likely).

If the vote is “YES,” then even if the MAA is delayed by several months, we still stand to see the approval and the value that comes with it. It may require more patience, but the reward remains intact.

If you vote “NO,” you are effectively eliminating this outcome. A “NO” vote would jeopardize the company’s ability to continue as a going concern and would hand the company to KG and those who would be delighted to see it collapse. It would turn a near-victory into a disaster for longs who have held all this time.

Consider this: if the company were to announce, before the ASM, that the MAA may take up to another 12 months due to RFIs or any other reason, it could be the kiss of death. It would signal weakness, embolden KG, and damage investor confidence — potentially fatally. They cannot make such an announcement without risking everything.

If you have trusted NWBO up to now, do not pull the rug out from under them at the eleventh hour.
Vote YES and give the company the time it needs to finish what we have all waited for.