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Milou2

10/29/15 12:09 PM

#43939 RE: vator #43936

I agree that the Cognate deal was a good deal at the time and that it saved the company from certain bankruptcy. I am also reassured by the fact that NW has certainly had all of those agreements and transactions reviewed by his people and decided to invest nonetheless. I would however not be surprised if part of the Ondra mandate was to recommend a reorganization of NWBO to clean this up. The convoluted somewhat obscure relationship between those entities puts the company under a cloud that only serves the shorts' interests and scares retail investors. It must also make life difficult for independent board members. Time to move on.
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austinmediainc

10/29/15 3:15 PM

#43957 RE: vator #43936

I think if you read the Smith retort to the SA posting you will understand why Cognate is a good deal.


I once had great admiration for Larry as I thought his analysis was unbiased and he also said what I wanted to hear, I have since changed my mind. He has never, not once questioned anything to do with the company. His only warning is the standard "this is a risky biotech" line. Smith's retort is based on what? There are no facts and the simple argument that NWBO wouldn't have been able to continue with the stock for service just doesn't hold any validity to me. How much are we being charged? We do pay half in cash you know, so if we are being charged double then we have come up with the cash to keep going and diluted for free. Until these facts are known you can't determine whether it's a good deal or not. How does every other company manage to raise for clinical trials?

Your USA comment really makes no sense. The EU wants manufacturing capability with the vaccine. And Cognate does work providing technology transfer and training on top of the development and manufacturing here in the good ol' USA.

Don't we have manufacturing capacity in the EU through Kings and Fraun? My point was the manufacturing facility being built for ARGS is much more transparent, with updates, news paper articles, and close enough to actually check on.

If I mistrusted management as you seem to, I never would invest. You only seem to confirm today's nonsense SA article. Linda must be selling the vaccine in Israeli alleyways and pocketing the proceeds.

At this point I'm what you called pot committed, I took my shares off the table but still own 15k warrants. After letting my money stagnate here for as long as I have, I'm not willing to yank it all as I do think we will eventually limp over the finish line. The problem is, the risk reward is nowhere close to where it was, and this company continually gives false guidance and answers only to themselves.