Replies to post #284651 on NorthWest Biotherapeutics Inc (NWBO)

[froggmister]

After submitting my post I read this and thought, "what I wrote, but better." Well done!

[vator]

“First, we have about 1.2 billion fully diluted shares outstanding.”

I believe issued was less than 1.1 and you need to subtract the warrant expiration. Flipper had a close estimate of 850 million. The other estimates are up for grabs by many and you have a tempered view. At 850 million shares a buyout similar to KITE or JUNO would be $13 to $15. If the company is more than “L” and and encompasses most solid tumors $15 would be very low. Let’s see how it plays out.

[skitahoe]

While I'd love to see what you're saying occur, I believe you're placing too much emphasis on unblinding. It would be one thing if we weren't told anything about when it was anticipated, but we were.

If this were a year, or even 6 months ago, and suddenly out of nowhere it was announced that the trial was unblinded, I believe it would be a much bigger event, but when you announce something's happening, and provide a timeline, I believe the price will grow right up to the time we get TLD, and if it's as good as we believe, it may double or more from wherever it is before TLD is announced.

As I see it, we're roughly 4 to 7 weeks from when we were told TLD will be out. I'm just looking to watch and enjoy the ride.

Gary

[hope4patients]

Juno and Kite (immunotherapy treatments) were both bought out for between $9-$12 Billion based on phase II results and a much much smaller addressable market (approx 10% of cancers). NWBO is about to release phase III results that if positive would indicate the treatment is applicable to all solid tumors (90% of cancers). Plus DCVAX has a wonderful safety profile and those Car-T treatments can have severe side effects. I think your math is off considerably on valuation. With a successful trial in GBM the market cap should almost instantly rise to the level of Juno and Kite....and then there’s Direct...and those trials will be run in an expedited fashion guaranteed.

[kfa670]

Good post man