Replies to post #150310 on NorthWest Biotherapeutics Inc (NWBO)

[Doc logic]

notbrad,

That is a really good safe start but when Direct B+ gets the green light with improved dosing and administration, the combo will probably be seen as having been a good backup plan when results from combo vs monotherapy are released. I want to remind everyone that the mouse models were checked for checkpoint inhibitor activity and did not need checkpoint inhibitors to clean house. Someday perhaps NWBO will let the general market know why. By the way, if I have Linda pegged right, the eventual liquidity created by all this dilution will act like life boats to funds investing in NWBO while watching some of their other bios drop like flies. Long term holders may find a level of restitution from stock manipulation from the possibility of court proceedings after NWBO is in a better financial position to challenge for that while recently bought shares will likely not be considered for this. Best wishes.

[exwannabe]

Some closing thoughts to taunt the shorts:

Well, closing arguments for the deefense.

Point 1)

I can debate numbers on revenue but is means little. The P3 trial that was previously waiting on events/lock/unblinding is now simply ongoing and collecting data. That looks fairly clear to most, no data thus no approval.

Point 2)

P2s can yield an approval, that is true. Either randomized trials that are stat sig or single arm with CR (or similar) data.

But how does a trial that could show OS for A+B is longer A cause A to be approved? Think about it. We know penicillin works. Would a trial comparing grapefruit to grapefruit + penicillin prove grapefruit works?

And if you want a historical comp for OS, no. OS only can only be compared in a randomized setting. The majority of trials have most patients living longer than historical norms, so that is useless.

Besides, there will of course be no combo data in 2019. I would be stunned to see it in 2020.