Replies to post #70934 on NorthWest Biotherapeutics Inc (NWBO)

[Do Due Dilligence]

You have no idea about current burn rate, it is going down every quarter. I would not be amazed that it is closer to 2m than the 5m/month you claim.
There is also HE programm going on that will eventually bring revenues.

[HappyLibrarian]

Unless commencement of Direct Phase 2 comes with real partnerships that bring in real money now, I believe we should heavily disregard that news.

That is because starting a trial, as we've seen with Phase 3, does not mean one will finish it in anything resembling a timely fashion.

Obviously, if news about Direct Phase 2 is coupled with manifestly good news about Phase 3 then that puts it in a different life.

But if Phase 2 announcements are coupled with no news of clear revenues from a partnership, with no news about Phase 3 or bad news about Phase 3, well, anyone who takes that news seriously cannot be helped.

[Jack2479]

Try taking a bit longer than a second to think about things.

[longfellow95]

"The P3 is done guys. They aren't talking about unblinding data at 248 events or anything. They are saying nothing at all about it. When this company goes quiet about something it's simply not good."

Did you forget they said this very recently:-

"we expect the costs related to the Phase III trial to continue declining further as the trial moves toward completion."

As I stated previously, this sounds quite bullish to me. I think it's futile to keep arguing that point...

I don't expect NWBO to foot the bill for the combo trials.

[slappdaddy]

And so I am actually planning on going long here again, but only once they a) have enough cash to last several months at least, b) have these P2 studies underway, and I can confirm that via third party sources, and c) are likely to PR data from one or more of these studies imminently.

Then I'll hop in there. And LP et al will pump up whatever "data" there is and I'll make a profit (probably).

You read my mind. This is the only logical (maybe profitable) play for going long on NWBO in the near future. I'm thinking to then sell everything on the first big pop and maybe rinse and repeat for a couple of weeks...