Replies to post #62524 on NorthWest Biotherapeutics Inc (NWBO)

[Rkmatters]

It definitely will be nice to see UCLA DCVax-L+CI collaboration with MRK and BMY start soon. Moonshot grant money will pay for that IMO. My bet is that the IND will not include use of a TLR. :)

[Rkmatters]

Turtle,
I'm really sorry the stock is sitting this low. The Company has a diminishing shareholder base. Their supporters have been the ones that have been hurt the most.

What Dan fails to see that his post of: " focus on getting one single successful story out to the general public, either L or D, which doesn't matter as long as the company can make it happen" can't occur if they don't figure out a way to have their DCVAX platform survive in the event of L clinical failure. There needs to be demand on the stock in order for NW Bio to raise money to fund L + D trials. But instead of demand, shareholders are running scared. With each financing it is taking more and more shares to raise the same $10 million figure. It is now trading like a penny stock because the market is being convinced, at least temporarily, that L will fail. Right now, Direct is not be considered in the Company's market cap valuation, at all. If NW Bio does not line up good news soon, then the future raises they secure will end up becoming more and more toxic. The Company recognizes that if they are able to line up "official" DCVax platform + CI combination studies, they will be well received. It will help to bring Direct back into the conversation. If the company secures a CI; and, if they work on subsequent steps to get INDs some of their scared investors might return. Demand for their stock will grow. They then will be able to raise money to fund "pending" Direct trials. A clean COI bill of health, and Woodford will consider buying shares (funding), particularly if they license a CI. They get they need that money. However, these combination negotiations need to be finalized soon. In the event that L fails, the company will be stopped in their capital raise tracks, if they don't have a market buy-in on another viable study (one that is perceived to have a great chance of success) within their pipeline. And so yes, at this point, it makes strategic sense that the company plan for both success and failure of L. Aligning with a CI now is the best shot they have at avoiding bankruptcy if L fails. And if it's successful, the stock won't be shorted as heavily as it is now.

As for Dan's other point, of course, they want to keep spending down; but, that goes without saying.