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TiltMyBrain

08/26/16 5:19 PM

#71358 RE: flipper44 #71354

Totally agree.

flipper44

08/26/16 7:07 PM

#71380 RE: flipper44 #71354

Oh, I forgot to mention, in the exercise I proposed in my previous linked post, it is another assumption that PFS for control would not be 24 months (24 months is a given for treatment only). So just take that number and cut it in half (aka: 12 months) for control to be overly conservative.

Again, put that together with the other points I mentioned, and you too may (or may not) come to the conclusion that we should be very near to trial completion. I am not using this exercise to argue that PFS is 24 months, I am simply trying to provide a different perspective regarding trial completion.

As an aside, unless somebody knows of a different reference resource, it looks like the last time NWBIO issued a PR discussing the ongoing partial clinical screening hold, was July 5, 2016. I guess it is arguable they kinda sorta still referenced it indirectly in the 10Q and SEC financing documents, but that seems a stretch. Maybe I missed something.

Doc logic

08/26/16 7:36 PM

#71387 RE: flipper44 #71354

flipper44,

Your comparison helps to demonstrate accurately the position NWBO is in with a scenario that alligns accurately with clinical trial process and a point between the historical PFS you used, which represents a historical absolute best case scenario for bears, and Dr. Linda Liau's comment of about 24 mo OS. Better results would stretch the OS or PFS point out further which is why the stock price bottom needed to come later summer to early Fall before analysts start jumping in with more positive predictions again. This is also why Adam most likely chose August, prior to the raise announcement, to warn/scare. Best wishes.