Replies to post #289760 on NorthWest Biotherapeutics Inc (NWBO)

[drugrunner]

anders-- your projection of price is only based on US.. IT APPEARS.

add in Europe and ROW OF WORLD..

you are looking at a minimum of 50-100k potential patients worldwide for just GBM..

THE EXPONENTIAL rise in market cap occurs with off label use initially for all solid tumors.. it will take 5-7 years to get approval for all tumors

the rate limiting factor is producing enough of the personalized vaccine.

IF THIS IS A TRULY GENERATIONAL DRUG.. eventual KEYTRUDA LIKE SALES....

then 2-3-5B is way too low of a projection for market cap..

[sentiment_stocks]

Rumor is that there never was an SAP submitted early for the DCVax-L trial, making this SAP the first SAP.

[Poor Man -]

Yup, $2 to $3 per share is what I expect, with maybe $5 as the ceiling with some time and a lot of luck. Besides the price being so low to start, LP boxed in the company by taking actions that led to the delisting. This makes a $1 billion market cap nearly impossible as an OTC that’s not listed on another major foreign exchange similar to NYSE or Nasdaq.

The game plan would likely be a licensing agreement or JV with Merck, followed by an uplist to Nasdaq within 6 to 12 months in order to get to a reasonable market cap. Then the company would be in a better position to negotiate a reasonable buyout. Right now the company has very little negotiating leverage just based on the stock price and the limitations caused by being traded OTC.

The tension is that at too high of an asking price, a potential buyer like Merck could go straight to the market with a tender offer at maybe $2/shr and either acquire a majority interest or large minority stake In the ownership of NWBO. I think LP and LG would want to avoid that scenario by just entering into a partnering agreement.

[biosectinvestor]

To newbies, you may sound like you make sense. Many of us have been around long enough to know that your prediction is just opinion, and is no more predictive than much else on the board.

As for your points in SAP, you have no idea what you’re talking about.

[GoodGuyBill]

"You NWBO enthusiasts are all wonderful dreamers, I will give you that. You are dreaming of not a x 11 bagger (from $0,35 to max $4 with L alone) no no someone telling you dreamers that an 11x bagger is an incredible eturn that only happens so many times in stock history is hurdled away in peck in feathers and is being scolded LOL. Suoper funny"

Anders, My enthusiasm for, and dreams of, NWBO are based on 10 years+ of published/PR interim (not muddy) data validated by 69 renown experts in the field. With regard to my expectations of exceptional returns, this is based on the number of GBM patients multiplied by the treatment cost. An industry multiplier is added. See a summary of the interim data along Abeta’s market cap chart for the details, below.


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When you take into consideration (1) the numbers of GBM patients in the US, the UK and germany, (2) multiplied by the treatment costs and (3) add the industry multiplier (5x,7x or 10x), even with sub par market penetration rates (even though DCVAX-L will be SOC), the market cap will be multiples of your $6 billion estimate. Here's the link to abeta's market cap chart: https://investorshub.advfn.com/uimage/uploads/2019/3/1/iyjxeMARKET_CAP_OPTUNE_VS_VAX.jpg


Now to your points:

1. "But what is superb...", "With superb I mean to what the medical community perceives as superb" ROTFLMAO!! Your position is disingenuous, and you know it, which is why you have to change the definition of your own words. ARE YOU SERIOUS...ROTFLMAO!!

So first you quoted SOS and than intentionally misrepresented what he said to fit your BS. I called you out on it https://investorshub.advfn.com/boards/read_msg.aspx?message_id=156297429).

Now you have nowhere to go except to say "Superb" is not "Superb". Well, Here is what you said:

Ok let's assume the science is solid and the(OS) TLD results are superb.

And here's the definition of "Superb":

Merriam-Webster's Definition of superb
: marked to the highest degree by grandeur, excellence, brilliance, or competence

Free Dictionary's Definition of superb: Of unusually high quality; excellent:

Cambridge Dictionary's Definition of superb : of excellent quality; very great

Here's your definition:

Anders2211's definition of Superb : (1) Who the hell knows; (2) it's however Exwannabe defines it... AFTER I USED THE TERM.

A second SAP doesn't smell at all...unless you believe the trial isn't blinded..."wink, wink"...lol. NWBO has repeatedly and consistently stated it is blinded and there is no evidence, anywhere or by anyone at all, that even slightly suggest otherwise. You are pulling these issues out of your @zz to support you bs.

Muddy data?!?!? Really. the only thing muddy is the bs you spout without support. Your statement regarding SOS was intentionally manipulated. SOS implied the opposite of what you stated, you changed you definition of "superb" because with the common definition you can not justify your position. Now, you throw in "muddy data" without one bit of evidence to support the claim DESPITE THE INTERIM DATA PUBLISHED IN A JOURNAL, SIGNED BY 69+ RENOWNED EXPERTS IN THE FIELD.

2. "Superb results or modest results its all about the to be catered target group." So "Superb" TLD is now "modest" TLD. Objective scientific data reviewed and validated by a reputable journal and 69+ renown experts in the field can now be subjectively perceived by, or catered to, a target group. Really? Here, imho, you revealed your true thoughts/intentions in a way that you did not intend. You are taking objective data and bastardized it to fit you bs position without even an attempt to support it. "Muddy data" my @zz! Can you say, "Freudian slip"? ROTFLMAO!!!!!!

Your statement: "SOS has always argued that he sees L approved so your argument between superb and plain data being translated in the MC is absolute BS. Approval is approval after that comes the to be catered market." What!?!?! ROTFLMAO...again. Let's just look at the original conversation:

Anders, you know you tried to use a quote from SOS to support your position. You said,

If TLD is presented and results are superb or considered really well I expect the MC to get somewhere over 1 billion

SOS said:

If the market perceived that DCVax-L had a reasonable chance for approval, analysis of peer companies suggests that the market capitalization could be well in excess of $1 billion.

What SOS said is not what you are saying. Is "Superb OS TLD" the same as "a reasonable chance of approval"? Is "somewhere over 1 billion" the same as "well in excess of $1 billion"? SOS, is saying that with a mere reasonable chance of approvable, NWBO's MC cold well above $1 billion. SOS's statement does not support your position...and you f-ing know it. Your argument is clearly disingenuous...plain and simple. ROTFLMAO...AGAIN!!!!

3. nwbo doesn't need DIRECT to reach 3/4 times your estimate.