NorthWest Biotherapeutics Inc (NWBO)

[MolBiol]

The same two issues that were of concern to you are also of concern to me. Here is exactly what Linda said about the powering of the trial:

"We have the luxury to enlarge the trial if we want to do even further de-risking of the trial. The more we enlarge the trial the even stronger the powering would be and even smaller difference we would have to show. Instead of 6 mos maybe 5 or 4 mos of extension. And that's icing on the cake for us. Now we haven't decided whether were going to make use of that or not. We are thinking about it; it's a strategy point for us. But it's a wonderful strategy option to have."

That verbage tells me all I need to know about where this is headed. So much so that I barely slept last night and sold all but 1k shares this morning at $7.25. I've held most of those shares for more than a year and never traded them. I just think at this point if they enlarge the trial the share price is going to tank. I admit though that after I sold I thought I had made a huge mistake. I had sellers remorse. But then just now I read the Smith article and he also thinks they will enlarge the trial.

Your other point about the DMC is truly bothersome. Linda knows the recommendation and if it were stop for efficacy she would immediately release the news and never have brought up the powering of the trial. I also wonder about financing. Where is the company at with needing more cash and when? If they enlarge the trial (that cost more) and then they announce needing money on top of that where will that leave the share price? I watched a near triple evaporate with NVAX in the last few weeks. My stomach for losing (on paper)profit has decreased.

Lastly, in my free time I'm reviewing the literature on tumor immunology and I'm hoping to release several posts covering the area for those that are interested in knowing more about the science behind immunotherapy. As I've said before, my training is in molecular biology, virology and glycobiology. I'm not proficient with immunology despite working right next to an immunologist.

GLTA