Replies to post #269385 on NorthWest Biotherapeutics Inc (NWBO)

[JTORENCE]

LP doesn't give a rats ass about retail share holders and patients. When she is ready and gets the right offer, she will sell out, take the money and invest it in her other company. Rinse and repeat.imo

[sentiment_stocks]

Just to note, I would be disappointed too if top line were not the "topic of interesting" as you suggest it should be. That's because I would like to know what top line is right now... right this minute.

I'm disappointed every day that we don't know what top line is. In fact, I'd be willing to be that everyone else on this board who doesn't know what the top line data is right now is disappointed that they don't. I'd add that I bet the company is also disappointed every day that they don't have top line to us, and that they don't know what it demonstrates yet themselves.

That said, this doesn't mean, in my opinion, that the company must reveal top line by the ASM. I will be disappointed if they don't have it by then, but as I've already indicated, I'm disappointed every day that they aren't giving it to us that day.

So we can all write on this bulletin board how LP must produce, and that she can't do anything else but present top line as the "interesting" topic at the ASM, but that won't make a bit of difference as to whether she produces it, or not. They'll present the unblinded trial data to us when they have it, and no sooner, and of course, no later than the moment they can. If that time lines up with the ASM, great. If the time doesn't line up, we'll have to be disappointed that we may have to still wait... or not, depending on the person, but we may all still have to wait. I suppose if some people think they will sell at that time, that's certainly their right. It seems there are plenty of buyers out there willing to snap those shares up. I can only imagine one's frustration, though, if one chose to sell, only to have a robust and solid top line presented within a few to several weeks of the ASM.

What I think LP is required to do, as opposed to producing the top line data by the ASM, is to deliver the data after it has been properly hard locked, unblinded, and run through all the appropriate statistical channels and formulas delineated in the SAP.

It's all about that one-shot-at-this-thing.

In the meantime, from the PR, it appears they think they'll have something else that's interesting to talk about that looks to relate to something other than top line data, since they can't know exactly when they'll have the data unblinded and top line ready to present.

For myself, I hope they have at least unblinded the data by the ASM because that'll mean that top line is soon to follow. I'd love it if they had top line by the ASM, and it'll be disappointing if they don't, but you can bet, I won't sell if they don't.

Beyond all that though, I look forward to learning what else the company thinks might be "interesting" for us to hear about.

[john1045]

Well said and agree with you 100% on this post.

Message in reply to:

Doc:

Absolutely agree. LP must produce. Kicking the can further down the road is not an option. Corona virus cannot be an excuse. The in person ASM may not take place but a web-cast is an alternate option in place of it. More delay and excuses are deadly and it is management that set the expectations which are, at least implicitly, quite favourable. In the interests of credibility, they need to follow through. Talking about "interesting improvements" in blinded data is definitely not going to cut it. That era is over.

I personally would be disappointed if top line is not the topic of "interesting". So would the market be similarly disappointed leading to more toxic funding and pissing everybody off. LP needs to deliver. April 18 is the deadline regardless of corona virus or other excuses. I am betting that LP will come through. It is really a last chance to establish confidence and credibility in management. JMHO.

[longfellow95]

Kicking the can further down the road is not an option.

It is an option.
Not one that anyone would like.
And not one that the company would willingly take, imo (though some will disagree).
They will only do it, if they have no other option (again, imo).
Perhaps because a third party hasn't followed through on a given commitment.

And the share price would take a hit and further financing would become more dilutive, more toxic.
But saying that it is not an option, doesn't make it so.
I think you did previously say something not too dissimilar pre last years ASCO, and they were able to plod on afterwards.

Having said that, on the balance of probabilities, I think we will get something significant and substantive that will at least maintain share price at the existing level, and hopefully result in a more extensive positive reaction.

The timing of the communication to shareholders just doesn't fit with topline for me though. If they knew via unblinding that they had something 'interesting' to disseminate, they would also know if it was a whole lot more than interesting (or alternatively disappointing). If they hadn't unblinded at the time of that communication, then the matter of 'interest' has to be something else.

My tentative prediction is a significant 'business development'.
And I do mean significant.