Ou, Thanks for the disrespect, I'm not offended.
*I do not invest in IMUC. (I have not moved a penny of my money out of NWBO.)
*I think it would be a fools errand to invest in IMUC, because I believe NWBO is better and 4 years ahead of IMUC.
*I am simply trying to determine why IMUC went up 60% over the last 2 days.
*I am simply trying to explain why it had almost 19 million volume yesterday!?!
*You may not care what is happening in a related company, but I do. I am still allowed to speak Ou, even though my mention of IMUC (apparently "he who cannot be named") sends you into a tirade.
*Because ICT-107 has not conducted a pivotal trial (yet), tiny IMUC would not have a market reaction like this unless NWBO was about to have pivotal results -- in addition to Direct preliminary results.
*Perhaps I need to point out why this shines a silver lining on NWBO. See below.
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So, to your question, what do I mean by "If NWBO has bad results, IMUC is the last man standing in its niche."
Only 2 companies make products that demonstrate GBM results which significantly change overall survival. IMUC with ICT-107 is in one (just one) of NWBO's Niches, however NWBO/DCVAX is in a hundred other Niches beyond IMUC. If you don't want to acknowledge there is some risk involved in all trials, and thereby consider the possible consequences, this might explain why you are berating me. NWBO can fail Ou, but I do not believe it will. However, other investors and potential suitors are trying to hedge their bets; because, even though ICT-107 is not anywhere close to DCVAX; all investors know trials can fail, be continued or succeed at an interim review for efficacy. If NWBO fails Ou (again, which it can…but I do not think it will), then investors will (at least temporarily) highly value ICT-107 because they value dendritic technology that has made the only significant improvement in overall survival for GBM. They would value it even though it is only in stage 2, because it would still provides a midterm chance. (This does not mean IMUC is not targeted by shorts.)
Here is the silver lining, and why you might care. Those same investors and potential suitors know that if NWBO succeeds, it is going to put a lot of companies out of business (or, in a world of hurt). Many companies will wonder how they will ever compete with NWBO. All of a sudden, companies will be trying to buy up every other dendritic technology company in sight (NWBO might even eye IMUC). So NWBO's upcoming results are demanding this level of awareness, consideration and respect from others regarding NWBO's impact on oncology medicine -- even if those other investors are too scared to invest in NWBO directly. I fought cancer, I am not afraid to invest in -- and thereby assist -- a strong company like NWBO to continue the fight and look a phase 3 trial straight in the eye.
