Replies to post #231231 on NorthWest Biotherapeutics Inc (NWBO)

[flipper44]

Again, I do not believe NWBO presented at ASCO with retail in mind. In fact, it could be they were trying to shake some retail. I think their target audiences were regulators and BP. Think about it. Dr. Bosch could have simply shared SNO conference data plus another three months, and the stock would have increased.

People forget that Dr. Ashkan was not presenting at this conference. Remember, Dr. Bosch was the one that wanted to wait at the last ASCO while Dr. Ashkan stated he would ask every day to unblind the trial.

Dr. Bosch still appears to be the voice of "wait," while the other voice was not represented on Sunday.

[beartrap12]

Ultimately my main concern is that DCVax could be an effective treatment that gets buried by the medical industry complex and that millions of cancer patients continue to suffer as a result.

CogDiss, I strongly believe that your view is shared by Linda Powers and Dr. Linda Liau (and myself and many others). I strongly believe that a large part of LP’s reason for avoiding an early sale to BP was the fear that any one of them would bury it because it’s just so much easier to sell chemo and radiation than develop an innovative personalized cancer treatment that actually works. Both Lindas are firmly committed to bringing DCVax to fruition. I believe the tide has changed in regard to personalized treatments, so perhaps the climate for selling to BP has, as well. Still, I think they both would feel better about a partial sale, say to a country, or a partnership, so that they could make certain that DCVaxL and Direct make it to patients.

I’m also a strong believer that Linda Powers is not trying to profit by dragging her feet, as some here have suggested. She’s 63, and giving no indication of quitting the fight against cancer. In fact, quite the contrary, we’re all familiar with her most recent endeavor, another cancer-fighting treatment with the potential to be synergetic with DCVax. We’re all here to hopefully make money off NWBO, but Linda is here to cure cancer. I suspect that if she makes money on NWBO, it will go into her next cancer fighter, whose name is something like Inmune. Me, I’m going to pay bills, pay off a mortgage or two, take a vacation, and maybe leave something to the kids.
Is anybody else on this board planning to cure cancer with their profits here???
I agree whole-heartedly with you, Cog, that If Linda was trying to line her pockets, it would be a reason to avoid the company. On the contrary, she personally received $5 million from the sale of Cognate and immediately put it into NWBO as a loan. That, to me, is a buy, Buy, BUY signal. The fact that she can choose to take her money in shares and warrants is an even bigger BUY signal.
So, I’m all in with this company and with Linda. I suspect that the time they’ve taken to get this right will be saved in the next year or two with very, very short trials in every cancer indication you can possibly think of.

[sentiment_stocks]

I think the brain mets and DIPG trials are certainly worthwhile but I’m not sure I’d go there first. Choosing brain tumors is like picking chainsaws to learn how to juggle. They saw good results with sarcoma and colorectal cancers in the phase I.

Picking brain tumor mets may also have to do with Mayo Clinic's involvement and that being what they want to juggle.

In summary, I would rather they had skipped the presentation if this was their original plan of what and how to present. Maybe something intervened that caused them to recalibrate in this subpar way. I’ve been in the situation where I’ve had to fill time or direct attention away from what one would have thought was a key point in a presentation.

These represent my thoughts as well. I will say I'm glad for myself that the presentation was given as I think there are meaty parts to it for me to learn from. But I think too many were hoping for more so when they were given so much less, there was substantial disappointment. I believe the theater gets booked very early (maybe January) with many months in front of them to think about what they can talk about, and perhaps anticipating they'll be able to talk about even more. They could have backed off, and not listed the presentation, though, so it makes me think they were hoping to be further along by June when ASCO listed the presentation online. And at that point, they had little choice but to move forward with it when perhaps it turned out they weren't to be as far along as they'd hoped. I think most would agree that cancelling when the market expected an update would have been worse.

That said, it seems that ASCO disappointment is fizzling out rather quickly due to what happened in today with the share price bouncing back.