Replies to post #144507 on NorthWest Biotherapeutics Inc (NWBO)

[TopelRoad]

I hope the stipulated changes in corporate governance include better transparency and scheduled PRs concerning ongoing programs. I am planning to request a copy of the governance agreements.

There were indications, from NICE and the Swedish Hospital Seattle that the trial would be wrapping up around December 2017/Q1 2018 and if successful, product release in summer 2018.

I was hoping this would mean PR of data lock in December and released data Feb/Mar. But the SEC filings are creating a different picture. The company should clarify its intent and path forward. Either way, I am planning exit strategies from this investment.

[Rkmatters]

We agree it is different things. Where we disagree is that I think revealing the data is gradually maturing that they would not some choose to data lock at a set minimum PFS or OS. Whereas you think they would data lock what they reveal as possible immature OS data. Gradually maturing is not mature to me. It may be to you.

Again I interpret their current 10Q as a disclosure that they expect to keep this trial ongoing and the events as they state are continuing to be collected, so that data can continue to mature.

"The Company’s lead product, DCVax®-L, is designed to treat solid tumor cancers in which the tumor can be surgically removed. This product in an ongoing Phase III trial for newly diagnosed Glioblastome multiforme (GBM). 331 patients have been enrolled in the trial, and enrollment is closed. The Company is continuing to collect data “events” in the Phase III trial, and the data set is gradually maturing. The Company is also working on preparations for Phase II trials of DCVax-L for other indications." -- 10Q

As for "my purpose" in sharing my opinion on what I read in the 10Q is to provide an update on my viewpoint on when we might expect to hear final data analysis. My purpose should not be words that come from your mouth. I am not the subject here. Stick to discussing your own viewpoint and the NWBO topic, not me.

If your data lock viewpoint hasn't changed on upon reading the 10Q, then that is fine. Personally I'm not surprised. You are free to continue to perceive endpoint analysis news as imminent. Whereas I see that they continue to push endpoint analysis down the road. For years I thought they would skip doing PFS analysis at 248 events. And now I'm telling you that I see they revealed that they plan to continue to remain blinded until the data matures further. I explained it.

Btw, I do get that you really want them to tell you when they plan to data lock if the 233 data lock has come to pass. You don't need to repeat it. I heard you. I just don't think they plan to share that at this junction. They are a small clinical stage biotech that needs get to the end of the study (all injections complete at minimum). And if they negotiate with Cognate to only pay per injection schedule, the fee structure for simply waiting for data to age before locking it goes down. I think they prefer if you continue to think data lock analysis news is imminent. And I do think it's fine if you ignore the 10Q signs that speak to an on-going gradually maturing study. Good luck.

[monentum2play]

It has been said on the board that waiting beyond meeting the primary endpoints there could be some detriment to the median point. Is that still a fact or fiction.