Replies to post #315045 on NorthWest Biotherapeutics Inc (NWBO)

[flipper44]

I don’t talk about shorting NVCR, I don’t short NVCR, but I also do not think it really worked, based on my DD, in the pivotal rGBM and nGBM trials. I doubt there’s more than four out of 466 patients still alive from their nGBM phase iii treatment arm. Anyway, you know all this. Yes, I think their recent PPS spike is weird. But what do I know?

[anders2211]

NVCR has been doing well. Growing revenue, plenty of cash.

The MRK collaboration has probably been one of the main drivers over the last several months. They have had their LUNAR combo trial in second line NSCLC, and a few little ISTs. But now they are looking at first line in KEYNOTE 36. I do not know the specifics, but the name alone tells you that MRK has an active interest.

They have been marching forward with their label expansion trials. The NSCLC brain mets trial alone is 5x larger than GBM.

They have been working on technology. Software that tunes the E&M to the patient. New transducers. Tweaking levels.

People around here have been talking about shorting NVCR for a few years.

I agree with you that the market is always right in the end and I agree that Novocure has been doing really well. NWBO longs should rejoice that Novocure is the absolute bare minimum foreland of NWBO. If of course NWBO will be approved.