Replies to post #222011 on NorthWest Biotherapeutics Inc (NWBO)

[kfa670]

Sometimes I wonder...

What does Bigger think...

[longfellow95]

I am pretty well networked with relatively large and knowledgeable investors. I think we represent a microcosm of market perception

Your network seems to have a rather singular perception.
This Board is probably a better microcosm of market perception, with some diversity of views. And collectively, it is the receptacle of more knowledge about NWBO than any other forum.

My network and I believe that if ASCO comes and goes with nothing and continued silence and no guidance, the attack by shorts will be ginormous.

An aspiring short might make a similar prediction. It would be what I would expect.

This attack will be coupled with longs reassessing their positions and hedging their bets.

Which longs are those? Do you know them all and how they think?

The pps will dip to all time lows and perhaps single digits. NWBO will have lost all credibility. Naysayers' increasing chorus will be that the primary/secondary endpoints have been missed and that NWBO is hoping for a "miracle" on a fourth down hail Mary touchdown pass. Even if results are impressive, the then extremely low pps may not even spike up to a dollar. Remaining longs will take advantage of the spike, sell and be done with NWBO.

There are many longs, myself included, who would do no such thing.
Several here have stated as much. You are predicting a chorus of things such as more predictions of missed endpoints that have been around for literally years. ASCO won't make much difference to that.

You cannot make something happen by ASCO. It either happens or it doesn't. If your network thinks in the singular way that you describe, they might like to consider hedging their bets before ASCO, thus avoiding your prediction of a calamitous drop 'to alltime lows and perhaps single digits'

Management will have no credibility whatsoever wrt to the initiation of commercial operations.

That's the easier part. Gaining approval is the biggest hurdle.
NWBO is better prepared for a gradual scaling up of commercial production than Novartis, for example, that did not have tried and tested manufacturing, prior to approval of their Car-T.

That is not say that NWBO can continue where they currently are for all time. Of course they can't.
Year on year, the competitive space hots up. We all know that.
So a concerted, methodical push forward without delay is most definitely required.

That could lead to topline announcement at any time. Before, at, or after ASCO.

Personally I would never hang my hat on a single point in time.
Not with this stock anyway.

My opinion.