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GoodGuyBill

09/05/19 12:32 AM

#242522 RE: Umibe5690 #242516

Great post and you are right, there is no shame in re-evaluating one's position because of new facts and changing one's position. That should be the norm.
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marzan

09/05/19 12:34 AM

#242523 RE: Umibe5690 #242516

Thank you Umibe. Sorry I was mistaking you as a short. But you are a long. As long as you are long, I now view your posts with a positive eye and that makes me enjoying your post. You are an amazing writer no doubt bout it. Thanks for being with us.
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kabunushi

09/05/19 1:02 AM

#242526 RE: Umibe5690 #242516

Hey, Umibe san, wrt your remarks Maybe, just maybe, I am wrong about my negativity towards NWBO management. Not ashamed to eat crow with the salve of success for both patients and long suffering investors., pls give me your address and I send you some delicious tonkatsu sauce that goes really well with panko crusted crow as well as with the yummy Japanese pork cutlets. Put enough tonkatsu sauce on anything and it will be delish, esp if it's a deep fried meat product!

But seriously, thanks for your thoughts on this. You know more than I do about the career moves of guys at Duffy's step on the career ladder and your remarks are very much to the point here. Duffy brings the right advanced degrees and skills and experience to NWBO at what may turn out to be a much more critical juncture than is obvious to those of us trying to guess what is going on inside the corporate black box.

Nothing is guaranteed in the investing game, but there can be little doubt that this hire should and will be taken as a significant confidence booster for investors trying to figure out what NWBO is actually worth. Anybody trying to deny that is a real turkey.
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sukus

09/05/19 2:04 AM

#242531 RE: Umibe5690 #242516

Dr Duffy spent probably several weeks to make sure he did the right move. Agreed with you on this.

“. I am sure that Dr. Duffy asked a lot of questions and LP, Boynton, Bosch, et al gave him what he perceived as satisfactory answers, enough so that he was compelled to join. “
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beartrap12

09/05/19 7:12 AM

#242559 RE: Umibe5690 #242516


I am sure that LP pulled back the covers.



Umibe, I can’t see Linda pulling the covers back for someone working for a competitor. Remember, she’s been burned bad before. I think Duffy joined us based on his own inside knowledge of Keytruda’s limitations and what we saw, that we all have access to, of DCVax’s potential. I doubt he had any additional insight before signing on the dotted line.
I think the JTM paper and SNO results were the pullback of the covers on DCVax for everyone to see and they were all that was needed for him and most of us longs.
Glad to see you move to the right and join us longs.