Replies to post #223006 on NorthWest Biotherapeutics Inc (NWBO)

[Doc logic]

Time lines should be more visible now just like visibility improving with the fog clearing on a sunny morning. The market seems to be predicting news in June to July based on the developing chart formation. Best wishes.

[longfellow95]

Hi Flip. It's all about speculation and opinion at the moment, mine included.
I just can't see us having an abstract title release tomorrow.
LP is hyper-vigilant as far as leaks and distortion of information goes, so I can't see her telegraphing anything.
When we do get something of substance, I don't see any advance notice coming.
I don't expect Dr Sharpless to say anything that could be huge. Like everybody else, he needs to be scrupulous about putting stuff out there that could be deemed market-sensitive, or favoring a particular sector of Bio/Pharma.
I could see him making a broad reference in praise of the research undertaken at UCLA, including a reference to the promise of cancer vaccines in general, and maybe a word of praise for LL, but I would not expect him to refer directly to DCVax or NWBO.
If the market deems such a broad statement as positive, then so be it.

Re. the official Horse and Pony Show. Can't see that being of any benefit, unless they use it to announce positive topline data.
Disappointment will abound, if they pay for Industry Theater, only to do a rehash of what is already out there.
Personally I think last year worked well. Apart from the US, they got worldwide news coverage. Whoever alerted the media agencies did a good job.
So, Industry Theatre, yes if they are using it for topline, no if it is not much more than a rehash.

David Innes will start to be referred to as miniLes

I'm conjuring up this mental image of a wee Scotsman, all of five foot nothing, wearing a Tam O'Shanter.

Right now, I can't see he has any choice but to apply caution in everything he says. Once the news is out there, then he will prove his mettle, by getting large investors on board, or not, as the case may be.

If all we hear about is DCVax-Direct, with no indication of topline, the price will sink back down to .17 cents after ASCO. If the price sinks back down to .17 cents, either more dilution will occur, or NWBO will sell off their last discretionary piece of property. If they sell off their discretionary piece of property, they will use the "genius" eyeroll move to further time delay to SNO. If they buy more time to SNO, they will....blah, blah, blah.

In that scenario, I could see a drift back to 0.23 or 0.24 in the following couple of months. Not as low as you and Umibe suggest.
And that doesn't concern me.
The news will come when it comes. If that news is good enough, then the price will rise accordingly.
I really do have a long-term perspective on this, and I don't have half as much on the line as some here, so I have no cause personally to be nervous about a post-ASCO drop.

If we have positive topline coming, I want it be a bolt from the blue, with maximum collateral damage to the shorts.


Opinion.