Replies to post #158122 on NorthWest Biotherapeutics Inc (NWBO)

[flipper44]

On market cap it is as if Larry Smith is negotiating for large pharma. It's been that way for a while. He's a fan of BMY.

Nonetheless, he concedes the valuation could go much higher.

....this could result in perhaps a $5 billion market valuation at some point. Please note that I am basing this on the perception. If indeed, DCVax-L is approved for newly diagnosed GBM, I think the valuation could be meaningfully higher.

Of course it could. DCVax-L is meant to treat all operable solid tumors. That is speculative vale. If it is approved for nGBM, the value perception for other future indications will rise dramatically. IMHO.

[JRIII]

Assuming the company has a communications strategy – which is a stretch, I know – this article could be a strategic "plant" to let investors know not to expect the unblinded results for a couple of months, raise optimism about FDA approval, and to set the stage for the next dilution. Highly speculative, I know, but not crazy. I spent my career in corporate communications and this is the type of thing we would do all the time, because it works. In NWBO's case, though, any type of strategic communications would be a first.

[Sojourner55]

SoS left out the likelihood of warrants being exercised if we get P3 approved thus reducing the extent of dilution in his projection. Someone calculated that if all warrants were exercised it would bring in 100M. Someone has the numbers?

[sentiment_stocks]

Love it!

If the long-awaited journal comes out someday (lol), Larry's continued available analysis will prove very helpful to any new investors.