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flipper44

07/06/21 8:27 AM

#387900 RE: BWIS #387899

Unlikely. Instead the next Journal article will not be interim. It will be final with both external and internal control arm comparisons. That, in and of itself, makes this 14 year old trial resolution highly important to the medical community and therefore top tier journals. Success, mixed or failure would is very important info.

anders2211

07/06/21 8:46 AM

#387905 RE: BWIS #387899

IMO the taking so long at least means mixed or good results Everyone here knows I am a strong believer in the 4-day rules.

I have done so much reading and spoke and emailed with an SEC lawyer last year that if I had not that belief and conviction in the 4-day rule I would have sold already to avoid the risk. Of course, you have to first believe NWBO is unblinded fully. If you believe that then you can also embrace the following outcome

Mixed results would probably mean an MC x2 from today's MC
Good results would probably mean an MC x5
Amazing results would probably mean an MC x10

The do or die risk that are still invovled NWBO IMO
- NWBO is not unblinded (nonsense IMO) but will be soon and then reports terrible results
- NWBO is unblinded the results are horrible but NWBO refuses to adhere to the 4-day rule and delays for months (nonsense IMO)
- NWBO has no more money and will not be able to make it until great/wonderful results are reported

This is different than the delaying risks (peer-reviewing taking way longer, the journal demanding something NWBO can not deliver or Journals less interested, etc), certification, BLA (?) who knows



anders2211

07/06/21 8:46 AM

#387906 RE: BWIS #387899

there is something seriously wrong with Ihub website almost every time I click post message Ihub publish the post x2

The Danish Dude

07/06/21 9:07 AM

#387913 RE: BWIS #387899

I don't feel it is so bad. NWBO pointed us to summer with their "TLD coming months" statement and Linda Powers followed up on ASM May 18th. by confirming the process correlated with the PR at data lock day. My inner date watch tells me, we're now "living that period". Nothing points at conference dates, just the correlation with publication and TLD.

I wonder though, if NWBO might be so far in the proces of "something related to RA's, approval, manufactoring", that they seize the moment for "adding yet another catalyst to the equation".

With the "information entropy at large" (thanks Bigger for pointing out that concept), I have a really hard time on "buying in" to the pessimistic outlook of an autumn/winter TLD event. We've yet to encounter a delay that should justify feeling something going awry. It just do not add up with what we know been going on the first half of 2021.