NorthWest Biotherapeutics Inc (NWBO)

[TheRedBaron888]

Some more thoughts.......I wasn't expecting anything on Direct. My concern, since late last year, has been far more on Germany. The Direct trial has already started. At two prestigious centres. We've had to make heavy investments through the whole of last year to see through the stringent early phase of this first-in-human trial. By now, I would expect most of the investment required to have already been made. And hence, I am fully confident of that investment's "operating leverage" to start kicking-in, starting from March-April this year. And Linda's emphasis today on efficacy, where many companies would have opted for the safer "drug-is-well-tolerated" approach, was encouraging.

It is Germany that has been bothering me. And that concern, to an extent, was addressed today. Though only real progress in terms of centres opening will help me rest easy on that front. The number of persons being trained gives me the hope that not just the start, but a broad start, in terms of the number of centres opening, is likely in the next 4-6 weeks.