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flipper44

11/04/14 1:59 PM

#22419 RE: Pyrrhonian #22418

Pyrr, part of that foreshadowing on Phase III is a result of your due diligence. Well done. Part of your last post I may include in some private letters I write to certain VIPs after the November presentations are concluded. With your permission, of course. I knew the info set out, but I liked the way you transitioned through the history.
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PacificNW

11/04/14 2:04 PM

#22420 RE: Pyrrhonian #22418

This should be stickied as well, a concisely written explanation of why we are invested in the stock and what will drive the pps.
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Cancerfix

11/04/14 2:08 PM

#22422 RE: Pyrrhonian #22418

Pyrr...a simple question, I´m sure this has already been answered, but please try ones again for us dummies, thanks.
If DCVAX-L are double blinded how can there be an early halt next year? Have FDA access to data?

Thanks for explanation.
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akasidney86

11/04/14 3:30 PM

#22439 RE: Pyrrhonian #22418

Pyrr writes:

"And I don't think you'll ever again see so much foreshadowing of a treatment's effectiveness before the release of clinical results in an ongoing, double blind Ph III trial like we have here."

...the last line of his new short story, "Chronicle of a Success Foretold". Hopefully, in his next installment, he'll tell us what he really thinks!
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RRRichmond

11/04/14 11:08 PM

#22467 RE: Pyrrhonian #22418

Pyrr - The two big surprises that I have no explanation for is: 1) The failure of the major institutions and hedgefunds to correctly "read" the actual situation as you have so eloquently presented. My whole investment life has been guided by the "knowledge" that the retail investor was always at a substantial disadvantage when it came to information. I have always "banked" that they would be multiple steps ahead in analyzing or in"acquiring" inside information. I have seen little evidence of this to date. A moderately aggressive positioning and any of 10 entities could have walked away with 10% positions in NWBO at bargain prices.

# 2)is the "drunk with success" positioning of shorts at this juncture. Despite solid evidence with a more than reasonable chance of certainty that NWBO will now write history in the field of cancer treatment, I have seen virtually no covering of short positions when this was clearly posible several weeks ago. How is it possible that numerous entities are risking the coverage of 8 to 12 million shares given the "telegraphed" information that is available to all in the marketplace.

This brings to mind my knowledge of poker playing and deal making. There is that often quoted situation where one should look around the room to determine who at the table is the "sucker"? If you can't identify that person, then it is reasonable to assume that it is oneself. What am I missing at this table?