Replies to post #171378 on NorthWest Biotherapeutics Inc (NWBO)

[beartrap12]

I wanted to give everyone more info on the data put together by the Canadian investor.

Using what he described as a highly-developed mathematical model, based on data presented by Dr. Bosch at ASCO 2017, his analysis showed the following key metrics about NWBO's Phase 3 Trial in GBM:

Median overall survival of the "Early" treatment cohort of 25.6 months. This cohort consisted of the approximately 221 patients who were treated right from the start with DCVax-L.

Median overall survival of the "Late" treatment cohort of 18.9 months. This cohort consisted of the approximately 77 patients whose disease progressed on the standard of care and who crossed over to the treatment arm of the trial.

Long survival tails should be seen for both the "Early" and "Late" treatment cohorts as follows:

Early Treatment Cohort

26.6% survival at 48 months
19.0% survival at 60 months

Late Treatment Cohort

22.0% survival at 48 months
15.7% survival at 60 months

[kabunushi]

which many thought would have a negative impact

Really, beartrap? I only recall reading one misguided poster here who tossed out that very foolish claim. How is it that one (maybe even 2 i dunno, I only remember seeing one) random and very obviously uninformed MB poster says crazy stuff and smart people like you take it at all seriously. Just doesn't make sense. Obviously, there are a few who know very little but post like crazy here. Are people really paying attention just because they repeat idiocy many times? Old village wisdom from the middle east goes: "who counts how many times the donkey brays?"

[791branko]

Beartrap12,
The FOR vote was the catalyst for our price reversal, your post was its trigger.
NWBO now has the capacity and flexibility to raise the funds necessary to complete their L trial. Without this capacity our future would have been much riskier, maybe even forcing NWBO to unblind prematurely. So moving forward the last remaining obstacle that can cause our demise is poor trial data which is a good place for our investment to be at.

Our price leading to the vote fell some 50% from recent highs of $0.34 to $0.17. Perhaps the recline factored the impeding dilution from our share count increase and some financial risk from a possible AGAINST vote.
Now that the Vote risk is gone and dilution possibly already factored our price is reversing imo.

Almost all large shareholders I know did not trade their shares leading into the vote. I believe we have a strong retail investor base that will serve us well. With eventual positive results our price can rise quickly.

Novocure, with their GBM device treatment, enjoy a multi Billion market cap while we sit under $100M.
Once the markets recognise DCVax-L can provide similar or better efficacy to Novocure they will move us quickly towards a similar cap.
From my modeling work I am confident L can at least equal Novocure’s efficiency.

[HappyLibrarian]

I was surprised to see how little negative impact the latest dilution has had on the share price.