Replies to post #58439 on NorthWest Biotherapeutics Inc (NWBO)

[Doc logic]

Ready4bluesky,

Have you considered the timeline of Mr. Woodford's selling of his AZN stake with Dr. Prins mention of a partnership deal with BMY and MERCK? If the negotiations with BMY and MERCK were with all 4 parties but final agreements are principally between UCLA and said parties then a formal announcement by UCLA may be necessary for NWBO to announce anything. Dr. Prins may be acting in the interest of NWBO investors without having UCLA make a formal finalized announcement until all parties are agreed upon the timing of such an announcement. If Mr. Woodford's intentions are still in doubt and or there is other news expected soon, the formal announcement might be timed to coincide with that other news. Mr. Woodford's cash in hand may also be pointing to this.

[Frank Blunt]

very nice list / post !!! :-)

about the vague video info ...

if this was intentionally constructed to imply that
big deals are afoot, the goal is to fluff the price for
the quick-pay, 60-day warrants recently dispersed,
as to not disappoint the small remaining investors
pool willing to invest in NWBO. there will be another
inference if this one fails to make a $ 3 warrant
valuable. they will need between $ 3.50 / 4.25 to
make the 60 day warrants worth the time of the
investors who recently accepted them.
when the warrants are converted at $ 3 / share
divided by 5.88 million ? ( about 1.9 mil new shares )
per contract issued, ( how many contracts ? ) ???
there will be some small additional dilution from
that. I expect a 30% retracement from the point the
60 day / $ 3 warrants are converted into shares.
--- that's my suspicion at this point.

[CherryTree1]

This is not just a run of the mill development project for a new cancer drug.
That has been done before, that process is well understood and it might be fair to criticize target dates that were missed even in a situation like this with many parties doing their utmost to ensure they fail.
This is a totally new paradigm. This has never been done before.
Anyone that been involved in development of a complex ground breaking technical project such as this knows that predicting time lines is not a easy thing to do and in the end it might not even be possible to do what is being attempted.
We heard on the video that many technical experts in the field thought they could design effective drugs to attacked a single or small number of cancer antegens, but are not understanding that our immune system does not work that way. It works instead by targeting large number of small differences in cancer antigens that vary widely from patient to patient.

Anyway back to your question. As we now understand more and more detail we can see that DCVAX is the right approach to this. It already appears that in phase-III it will be effect and hopefully approved soon for at least the Mesenchyma Subgroup patients and then with addition of PDL1 inhibitors may prove effect for even more cancers in the next wave of test. We can also now see why they delayed Direct because understanding this is import for Direct too.

Hope that Helps.