Replies to post #95825 on NorthWest Biotherapeutics Inc (NWBO)

[H2R]

Hey Jim James,

You can come up with your own probability for success. Mine is around 80%. The downside is pretty clear. The upside could be an MC > $1B. Some would say much greater. You can come up with your upside.

Then you can decide the best way to invest for you. For me, it's currently about 15% of my investments. Failure? I'm OK. Success? I'm going great, cancer patients have a great new treatment with few side effects and the hope of living longer.

What's your investment strategy?

Good luck to Patients, NWBO, and Longs

[CherryTree1]

Took a quick look at Gale as you suggested.
During an interim checkpoint the IDMC recommended the PRESENT study be stopped for futility. IDMC suggested the NeuVax arm did not perform as expected in relation to the control arm.

Not sure of the relevance of this to DCVAX-L Phase-3. There has been no safety issues or futility concerns from the IDMC and we are well past the interim checkpoints. Again if DCVAX was no better than the placebo we would have hit the 248 events ending the trial long ago. Everyone is living longer. The concern has been that the FDA mandated crossover. Placebo patients that have tumor reoccurrence will be offered that option to switch over to DCVAX. This complicates the trial making it difficult to show statistical significance relative to a > 4 month PFS? IMHO the phase-3 has been going on long enough that it will be clear overall survival is significantly better than the SOC which with tumor removal, chemo (temodar) and radiation. Tumor reoccurence is 6-12 months and pretty much no one lives longer that 24 months with SOC. If > 30% of the GBM patients (Mesenchymal subgroup) are effectively cured by DCVAX as many of us believe there is no way the FDA won't approve it else there will be riots in the streets. That is why Linda just lets this keep going.

[learningcurve2020]

The entire thing is a mess purposely. The system takes retail money to give to academia and research..and freaks expert in fund raising but horrible in fiduciary duty to shareholders. Everyone looks the other way.