Replies to post #40517 on NorthWest Biotherapeutics Inc (NWBO)

[notbrad]

That's correct. It makes sense that we have not seen a 13g for the Patient Capital Trust Fund yet because they must have breached the 5% reporting threshold recently and will be reportable as of 9/30/15. The Equity Income Fund has a size of $10.2 billion. The NWBO position in that fund as of 6/30/15 (using today's share price) is about 1%. It's not a top-10 holding, so it's difficult to determine the current position. If NWBO's position in the Patient Capital Trust is 4%, then it makes sense that he would/may increase the position in Equity Income too. However, the float is beginning to get really tight. My guess is he takes a direct placement from Linda in the coming weeks.