Replies to post #290749 on NorthWest Biotherapeutics Inc (NWBO)

[skitahoe]

Cassie,

As I see it there isn't a clock on how long it takes to provide the consolidated to the company after data lock. Let's say for talking purposes that it would take 30 days without a soft lock. But lets say you did a soft lock 25 days ago and now you have the last of the data. Perhaps only 5 or so more days would be needed to complete the job.

I really don't know why so many people don't seem to like the idea of a soft lock, it gets the ball rolling sooner. I believe they've done it, but I can't prove it any more than anyone can prove they haven't. I believe they have something over 90% of what's needed to do data lock, why not let the the data consolidators complete their work on that 90+%, then when what's missing becomes available, it can be handled quickly.

We don't know what they're waiting for, it might all boil down to information needed about a single patient in the trial, whether living or dead, but to be complete, they need that data. I'm not saying this is the case, we don't know, and the company's not going to tell us in that much depth. The shorts could really get caught with their pants down if data lock was called, and a few days later TLD was announced. That sort of scenario is possible if much of the work was done after a soft lock occurred.

I don't know the path the company is choosing, but I don't think it will be that much longer before we'll all be very happy with what we're reading in TLD.

Gary

[sentiment_stocks]

Whether they announce a hard data lock, or a soft data lock, I do believe both will start the clock ticking towards top line. If they announce a soft data lock, it’ll only be because a few slides or an MRI scan or two is still late to the data base due to accessing the medical centers because of Covid restrictions. However, I don’t believe that a few still missing slides will comprise an actual data point on a KM curve. So the compiled data can still be submitted to the stat guys, who do not need a few missing slides that can be added later to run their stat programs. So I think what’s missing under a soft data lock is still part of the entire data set, but not something that comprises a data point. Naturally, it’s preferable to reach a hard lock, because it’s a more complete sounding milestone, but again, my point is that I believe even a soft data lock starts the countdown to the much anticipated top line announcement. :)