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Gus1212

10/25/20 12:44 PM

#322295 RE: skitahoe #322290

Skitahoe - Very good question

It's not just we are worth $$$$$$$$
But simply a very good question tackling the topic fairly.

Unfortunately, I don't have an answer or opinion
I always wished that I could contribute to the message board even a little. I will be watching and learning from the responses again

The terrific people are this message board are helping others more than they know, YOU SHOULD BE PROUD OF YOURSELF'S

To all the new investors here --- you should feel lucky that you found this place.


As I stated in the past - I was buying this company every payday for years. Maybe I skipped a few but the message stays the same.
The best way I could put it without sounding well you know ....

I will be helping other people in the near future actually I can start now.

God Bless You on This Sunday Morning



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Kaizenman

10/25/20 12:52 PM

#322296 RE: skitahoe #322290

Skitahoe: partnership or buyout

I am really putting the cart ahead of the horse here, but I am assuming very positive TLD:

I think the main detraction of getting bought out is not being able to ultimately get the higher "story stock" and "socially conscious" sales multiples if DCVax-* is with BP. BP is cast in a negative investing light, so I don't ever see that changing.

If NWBO was kept pure as a cancer treatment/cure (human & pets) company, I could see the possibility of high sales multiples down the road.
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Poor Man -

10/25/20 1:00 PM

#322297 RE: skitahoe #322290

We all agree that the value of NWBO is very high, just based on what we know about the market for GBM, let along other cancers that this treatment has application.

Valuations are very tricky, just based on a host of assumptions and how the model assigns risk. That’s why partnering and licensing makes the most sense, which then lets the market reaction over time provide clarity on value, while taking some of the guess worth out of the equation.

But, at some point time value of money and general uncertainty takes a strong seat at the table, especially for a small undiversified biotech. And as valuations come more into focus, then it does make sense to sell and provide investors an opportunity to cash out at a premium.

I see this is as year long process until a buyout.