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Kgeo

05/15/21 12:11 PM

#377700 RE: VikingInvest #377694

Agreed. This board gets crazy hype sometimes
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The Danish Dude

05/15/21 12:55 PM

#377718 RE: VikingInvest #377694

Hi Viking

I'm quite a novice regarding to top-line data, so I tried to look into the process. And found the guide below (excerpts listed).

https://westwicke.com/2019/11/keys-to-successful-disclosure-of-clinical-trial-data-and-milestones/

I most say that I believed that it would somehow be possible to time what day the PR was to be published, like we see with other PR's in Cisionwire or PRNewswire.

NWBO can't time the TLD like that?

This is an example of TLD from Bausch/Lomb 6:58 EDT

https://www.bloomberg.com/press-releases/2021-04-13/bausch-lomb-announces-statistically-significant-topline-results-from-the-first-phase-3-trial-of-nov03-perfluorohexyloctane

The same TLD same date same time 6:58

https://www.prnewswire.com/news-releases/bausch--lomb-announces-statistically-significant-topline-results-from-the-first-phase-3-trial-of-nov03-perfluorohexyloctane-in-dry-eye-disease-associated-with-meibomian-gland-dysfunction-301267385.html

There's a lot of (the same) TLD with the same date, though the time can differ.

Can they not decide to publish TLD the 17th (as an example), and get the message out in an orchestrated way?

This is from the article of how to orchestrate publishing trial PR.


The good news: If you adhere to the following principles, you can favorably control the message within the investment and medical communities, thus maximizing shareholder value, ensuring positive clinical and market reception, attracting new investors and potential strategic partners, while also complying with the regulatory requirements and maintaining company’s reputation.

Establish appropriate timelines. Depending on how material the information is, there is a very limited window of opportunity (usually a matter of days) for management to communicate the message to the Street. Determine exact timing by working with your legal team.

Ensure proper disclosure. We recommend disclosing critical clinical trial milestones by means of a press release prior to any verbal or written communications with the investment community. Make sure that the corporate message has been agreed upon and is consistent across all communications beyond the press release (investor calls, media interviews, media coverage, and so forth). This will require proactive message management, such as messaging documents that are carefully prepared and revised ahead of the data, and cover good, average, and bad scenarios of clinical trial results, as well as reactive message management, such as requesting a correction of a material error in any media article or responding to incoming investor inquiries.

Be particularly careful as to how you disclose “top line” results. Disclosure of the “top line” data is a particularly challenging situation for the company, because while it has to disclose the “top line” results from a clinical trial, it cannot yet disclose the underlying data. The company risks accusations that the “top line” summary excluded important details or overstated drug or device benefits despite technically meeting the primary endpoint. The key here is to never overstate the clinical trial outcome and product’s benefits. Consider whether “top line” data has been sufficiently analyzed to draw the general conclusion, whether these “top line” results absolutely must be disclosed to the investors at this point in time, what the precise messaging around these results should be, and what appropriate caveats regarding study conclusions need to be communicated.
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MI Dendream

05/15/21 1:21 PM

#377724 RE: VikingInvest #377694

Only traders get burned trading, investors stay invested.

Cheerleading is fun. Dendreaming is fun. Educated guesses are such, they are guesses and they are educated.

If traders can’t tell the difference then shame on them. Answers are known, maybe not by the educated guessers but by many at this point and the list is growing exponentially. It is time for these events to unfold. Time is relative.

For example, ASCO presentations are 15 minutes, Grand rounds are generally one hour or as long as you need if you need it,please just let us know. Are you okay with us broadcasting to invited guests and dot edu?
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CrashOverride

05/15/21 1:43 PM

#377730 RE: VikingInvest #377694

NWBO shareholders are willing to catch the falling knife they themselves sharpened by creating their own mouse trap.

We may not see TLD on Monday.

Those that sell out of disappointment will find a buyer.
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biosectinvestor

05/15/21 2:05 PM

#377737 RE: VikingInvest #377694

Well said.

This problem is a constant on small company bulletin boards. Worse still, for some companies, bulletin board posters whip themselves into a frenzy and then get insanely angry, as if they were lied to, when the dates the investors decided on themselves were necessary or likely - pass by. I have seen that in another company in which I am an investor. People get ugly and it feeds on itself.

I do not anticipate that behavior here. Too many very experienced people. But where there are many new millennials who expect instant gratification after successes in meme coins, they turn into boards filled with enfant terribles. Bright folks, they ignore most basic common sense, norms, and think every disappointment is someone’s fault and must immediately be remedied, most perfectly by a public beheading of someone, the most important authority figure. It’s a very destructive dynamic with small companies.

Anyway, all excellent points. I think we’ll be OK, as we’ve all seen these before, but there could be continued substantial volatility in the price given the new inflow of investors.

So it is good to warn people. We have a solid core here. Which should help balance things out.
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Hopeforthefuture3

05/15/21 4:37 PM

#377785 RE: VikingInvest #377694

VikingInvest, I do agree there are many on this board that provide excellent dd.
Also cheerleaders that imo have created the expectation that we will get data next week. At least this time imo the expectation does not at all come from the company just those here wanting it to be true and creating an unreal expectation.
Previously the company did create the expectation that we would have data by last September- from the last asm, updates during the summer and talks from both Powers and Goldman in September 2020.
Something then changed and I believe like you said we wait for the technical publication which could come next week but also could be many months away and not controlled by nwbo.
Next week the company if they so choose could give an honest clear update and answer questions or they can tell us they are continuing to work hard and avoid most if not all questions. Last asm they did a very good job (imo) of giving an update (far to optimistic) and completely avoided the q&a. See what happens this time but at least my expectations are pretty low
Long term the signs are good but the time frame is to me very unclear
Lots of patience required or just move on
I do feel sorry for those needing new treatment alternatives
Luck to all