Replies to post #194825 on NorthWest Biotherapeutics Inc (NWBO)

[learningcurve2020]

>>Despite the highly promising data, many key opinion leaders (KOLs) interviewed by GlobalData had mixed views about the dendritic cell vaccine. KOLs noted that Northwest Bio’s data was presented in an unusual way for a randomised Phase III trial and the criteria for selection was highly meticulous with an estimated 1,599 patients screened and 1,268 of these patients excluded from the trial. It is speculated that only the patients expected to live longer were included in the study due to the scrupulous selection criteria, which could have led to bias in the dataset.?
https://www.pharmaceutical-technology.com/comment/northwest-bios-dcvax-l-hype-warranted-glioblastoma-patients/

[Poor Man -]

There have been signs of their intent to sell for a while. Frankly, I'm not so sure that becoming the next Amgen was ever really in the cards, other than as a cover story to justify the relationship with Cognate. Agree, dash over the phase 3 finish line and then sell.

I agree with the concept that it was no longer a strategic asset. I believe LP has seen enough of the reality of the go-it-alone path. That may have been the original plan, but now i believe the plan is to get the phase 3 across the finish line with the opportunity to partner or sell.