Replies to post #79443 on NorthWest Biotherapeutics Inc (NWBO)

[PacificNW]

When an investor who invests $180M of other people's money$180M and at the same time a damning article comes out by anyone it could make the investor look bad since 1000's of his investors will read it
and want answers. It puts him in the precarious position of either shutting them up or asking questions. Well as we know he couldn't shut them (Phase V) up or even contact them fro that matter. He was forced to do something and being an activist investor at times it put him in damage control and he fell into a trap, he did his usual which in this case wasn't prudent and it backfired. He went up against a CEO who wouldn't backdown, in fact she got angry and herself attacked back. Then Phase V disappears but the damage was done and NW is left with he pieces.
You cannot give Phase V one iota of credence, anyone can accuse anyone of anything. In a court of law you need evidence but in the court of public opinion you all need to publicize and you get the same validation.
The fact that Phase V was an obvious front for Big Pharma and their shorters means their motivations aren't honest. They did not want to stay around to fend off any potential lawsuits, they wanted to remain anonymous and just hit and run. Now tell me how much credibility/ proof does one need to do a hit and run.
NW was forced or put in the uncomfortable position on being influenced by Phase V due to using other people's money to invest. If it were solely his own it would have faired much differently.

[exwannabe]

Neil Woodford did not get rich by being a fool

Obviously true.

But I have to wonder how much of the returns while he was running funds at Invesco were due to a support staff he no longer has now that he is on his own?

Patient trust is down 8% or so since funding. And the NAV has a large component that can not be reliably pegged.

When his cat allergy company had a major failure (far worse for him than NWBO) some of his remarks were strange. The control arm did unexpectedly well? WTF is that from the real world.

We shall see how this plays out. But I would have zero desire to place any money into his funds as of now.

[biosectinvestor]

They pointed out things that were disclosed in company disclosure documents. They key thing they seemed to discover was the issue related to the percentage of ownership. Most everything else they suggested was problematic appears not to have been substantial or real. They were not a lot more than a blog poster, and most likely they were paid for by an economic interest holding a position (short position) or competitive position that was benefitted by such an attack on NWBO.

The fact that there is truth in a manipulator's statements, doesn't change the fact that they are seeking to manipulate. And if they are using companies and artifice to facilitate their manipulation, then surely the best way to address their antics is a RICO suit... especially if it turns out they were engaged in stock manipulation to benefit parties of interest.

Neil Woodford did not get rich by being a fool so if he let Phase V's influence his decision making about NWBO that suggests they have more merit then any of us are prepared to admit.

Truth is truth and it does not matter why Phase V came forward but simply that by his reaction that Mr. Woodford thought and obviously still believes that they have some credibility.