Replies to post #179583 on NorthWest Biotherapeutics Inc (NWBO)

[flipper44]

I'm saying the slide (if read at face value (it's interpretation was never confirmed or denied)) information LL was given by the CRO, Cognate, regulators or NWBO was was likely not a prediction, but more likely derived from shipping records. The publication has since confirmed the investigators learned how many placebo crossed-over from shipping records made available. Whoever monitored the shipping records should/miust have also then known when placebo doses stopped being sent with no DCVax-L following. It's pretty simple. It's still technically blinded, and it is still randomized under that scenario, but outsiders don't have a clear understanding whether the
above is correct.

[flipper44]

"I can see it being possible they didn't move forward for AA so that they can load up and regain % stake." -- Extremist

Correct, but they'll have their reasons, such as the PFS count needed to be more perfect. Or, the one we've heard since January 2018, they want a bigger fatter curve/tail -- which to me, particularly after the current data collection is finished -- is ridiculous, because we've had eleven years of curve, with no one year of enrollees meaningfully impacting the curve more than any other -- save, perhaps any that were enrolled but not randomized (aka: possibly the last 31).

Meanwhile LP will be getting up to 200 million(?) or so total shares by the time her loan (for shares) comes due in August 2018.