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Rootjim

03/11/18 12:59 PM

#161962 RE: HappyLibrarian #161960

Doubt Neil Woodford would comment on every move in his funds. If he thought the Cognate sale was a positive. He may rethink his position in NWBO in a more positive way and make plans. IMO
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flipper44

03/11/18 1:08 PM

#161963 RE: HappyLibrarian #161960

There would be very good potential reasons for NW to remain interactively separated from NWBO the past couple years. Up to and not including Imfinzi bumps and knocks along the way to finally getting sound footing, Toucan/Cognate/Nwbo perceived negative entanglement, Ondra’s prior possession of possibly material info (likely preventing further involvement during past couple years). Investment thesis in NWBO “appearing” broken to investors in Woodford Funds. Time it would take to get DCVax-l to finish line.

If all resolved, NWBO still an obvious acquisition target if trial successful. None of the CI companies can rest on their laurels. Woodford not responding publicly to Cognate sale means nothing right now. Why let the proverbial and still confidential cat out of the bag by showing he’s not only licking his chops, but that moves are being made as we speak? Why would he want to be the one to bumble into obstensibly for all practical purposes announce success? UCLA and NWBO would get that privilege under such a scenario. JMHO

From my iPhone.
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anders2211

03/11/18 2:30 PM

#161971 RE: HappyLibrarian #161960

It would not surprise me if he would respond by suing NWBO. If I was his lawyer I would advise him to do so after positive outcome of the trial.