Replies to post #306090 on NorthWest Biotherapeutics Inc (NWBO)

[longfellow95]

I think their adds on 5 year OS of "complying" patients is pure crap. Post hock cherry picking is easier than finding Easter eggs in a lawn sowed for 3 year olds. The FDA should smack them, but they are still licking wounds from lawsuits like AMRN's.

Well, how about 'TTF Sceptic'? That's probably not too inaccurate, would you say?

As to their business model; well yes, they've successfully managed to get a decent revenue stream to fund their ongoing trials, as you've said, and maybe they will get further approvals in due course. And the indefinite $20k a month idea is as ingeniousness as it is unjustifiable. Anyone user who goes a few months without recurrence is likely to credit that to the device, and keep on using it, finance or coverage allowing.

And that business model is probably enough for a lot of investors, who won't feel the need to dig too deep, and find the holes in their data.

I maintain that Stupp was out of line describing the data as 'spectacular' and even more out of line to unilaterally declare it as a 'new standard of care' long before the FDA decided (publically at least) that it merited approval.
IF L is approved, I don't think competing therapies will be any sort of issue going forward. The vast majority will plump for the one that is no batteries required.

I've already anticipated Messrs Stupp, Wick and Flatspleen taking potshots at the data within a few weeks of the unblinded exposition. It's inevitable.

[gropgrip]

Could you please elaborate what you mean by this?
"
I do see reasons why the market cap is where it is. Still pricey, but not unreasonable. People are betting on the follow on indications that read out over the coming months/years. And they do have actual revenue to support the expansion effort"