Replies to post #54611 on NorthWest Biotherapeutics Inc (NWBO)

[Doktornolittle]

Maybe you are right about the delay of Direct being so disturbing, but I don't see the L Phase 3 as being in a shambles.

Aside: I should not be talking about whether anybody should be invested right now or not. Easy enough to keep strictly to why I am invested, or not.

Further, the imminent catalyst that I think LP is planning on, in retrospect, is very likely the lifting of the screening hold. Fancier stuff could be in the works, but I am influenced by AVII's discussion about unplanned looks at efficacy. That they can't lead to any action by a company. The company / sponsor can't know the results of those looks. If there is a look right now it is probably to make a decision about Celldex and will likely have no effect on NWBO. That doesn't mean they won't have a scheduled look soon, or that somebody might do something out of the norm because efficacy is so fantastic... but in the normal scheme of things, I believe AVII, that any look now would not be allowed to benefit NWBO. Flipper knows so much more than I do that I will continue to listen to his perspective on the question, but I am influenced by AVII's recent discussion.

[Doc logic]

foxhound02,

I warned on my Seeking Alpha posts more than 2 years ago to watch for DNDN type of manipulation. When Larry Smith was attacked I warned that character assassination was another ploy used and to expect lawsuits, hostile takeover attempts through potential board of director additions and or outright all out scorched earth attack on share price to wrest control out of Linda's hands. Sound familiar. Linda already had the patents protected, the antidilution clauses came in after I was already invested. I had hoped that Linda and Mr. Woodford were on the same page but it appears that was not the case. Mr. Woodford, whether "duped" or not, must take full responsibility for actions he took that caused damage to his shareholders investment. That is what good investment managers do.

The Direct Phase 1 trial did not reveal a complete MO so that the trial could morph quickly into Phase 2. This was most likely due to inadequate spacing of treatments more than anything, in my opinion, though number of tumors injected also plays a critical part in systemic immune response build up based on prior mouse model evidence.

Much has happened in the last 2 years with regard to DCVax-L and Dr. Linda Liau has allowed us to see a glimpse of that which puts the focus on OS and finishing the trial. Any action taken earlier than that would probably require an unscheduled look by regulators or petition for early regular approval which would be risky based on what NWBO has said they were planning to do. They have said they will let the data mature and finish the trial as scheduled. The potential then for an unscheduled look or data request by any of the regulators and or potential looks at other trial evidence from a parallel trial and more mature open label data could explain what is happening.