Replies to post #211393 on NorthWest Biotherapeutics Inc (NWBO)

[GoodGuyBill]

You may disagree but I think I made a simple but legitimate case that NWBO should be valued higher...NOW.

Regarding close to completion, we are at least 36 months after the last patient enrolled, right? I know you and many others thank LP will try to extend it to 48 months or 60 months (or perhaps never end it as the trial already failed years ago). Giving the blended data combined with the last PR, it is logical to conclude this trial is near completion...unless you see LP as a cheat/crook.

IMHO, you are missing the point with regard to NWBO's multi-country manufacturing in place "For a not (yet?) approved drug". Some posters believe LP committed an unforgivably asinine error by even dealing with manufacturing BEFORE getting DCVax-L approval. I think, however, LP's focus on manufacturing BEFORE approval is an undeniable indication of her complete and absolute confidence on DCVAX-L's success.

The "spike" in the price, or lack thereof, means absolutely nothing in regards to the legitimacy of the latest 2 blended/blinded reports. If those reports are legitimate (i.e. the SOC/placebo is not out performing Tx and patients have not been cherry picked-- and both of these are non issues with NWBO), the data strongly suggest efficacy. Furthermore, Virgilio, NWBO's DCVax represents a paridigm shift (i.e. fundamental change in approach or underlying assumptions) in cancer treatment. ANYTIME A SMALL COMPANY DEVELOPS A PRODUCT OR SERVICE THAT RUNS AGAINST THE PREVAILING WAY OF DOING THINGS, WALL STREET AND THE AVERAGE INVESTOR NEVER, EVER, EVER INVEST UNTIL AFTER ITS PROVEN. So the market's perspective on NWBO is consistant with how it normally operates. Remember the market did not believe DELL would sell PC via internet. They didn't believe in Amazon, netflix, Apple until the proof was in its face...undeniable. But I am glad you are measuring NWBO current value by the market's perception of NWBO...it has given me an opportunity to load up.

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close to completion


I don't count the times I heard this in the last 2+ years

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has multi-country manufacturing practically in place


For a not (yet?) approved drug? Great!

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It has reported blended/blinded data with a tail that is unheard of


Have you noticed the huge spike in share price afterwards? That's how I measure how the market liked it.

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NWBO should be valued much, much more


It surely would, if it wouldn't have been diluted like this.