Replies to post #221241 on NorthWest Biotherapeutics Inc (NWBO)

[Sojourner55]

Checkmate, mate!

[Umibe5690]

They are very busy people so no real in depth discussions about the science. But here is the bottom line.
The science is solid and elegant. They have really no concerns that it works. They are very familiar with the JTM and SNO update. Their colleagues and network are aware of the trial and of course science. This is closely followed by their community. They firmly believe that the FDA will approve. When? Well it depends on a lot of factors, but an outside guess is certainly by 2021, if not sooner. No in depth discussions here because it is really speculative.

They do not know whether the primary/secondary endpoints are met. But they are not concerned about this in terms of ultimate approval. They believe longevity and working across various glial cancers to a greater or lesser extent is the key. It appears to work extremely well in the methylated group which according to the JTM is quite significant. It also appears to work, to a lesser extent, on non-methylated. Since these cancers are highly heterogenous and mutative, they cannot be classified as purely one or the other cancer category. Thus, they believe in broad approval. They believe the FDA will leave it up to the physicians and their patients to decide whether this therapy is appropriate in particular cases. They are not concerned about the short term and are young enough and in good financial positions aside from their NWBO holdings. They can afford to lose on this investment. In the long term, because of their cost basis, they believe they will make out well, even at a dollar. They have no timeline. This investment is tucked away for the future and they are well diversified. They believe in the science and want to help their patients, period.

My investment community network also believes in the odds that reg agencies will ultimately approve, meaning above 50%. But they share the same thoughts that I have expressed in previous posts. Bottom line, not withstanding how my physician's network feels, they(and I) believe that ASCO timeline is very important. If it is not met, and there is no counter acting news, they see a vicious assault on the share price. It may see new lows. If top-line results are not stellar, well, that is all she wrote. Stellar to them means that the primary/secondary endpoints are met. My view is that these can be missed IF other criteria are stellar. Some are thinking of hedging their bets.

That's it and all I will say on the subject. JMHO and theirs. Over and out.