Replies to post #394662 on NorthWest Biotherapeutics Inc (NWBO)

[HappyLibrarian]

I would say that with each week that passes, it is more and more likely that the data is going to be muddy and not clear-cut good or bad news.

Incontrovertibly bad data would have had to be reported by now.

Excellent data would have been impossible to keep under wraps and would be almost impossible to justify keeping hidden for an additional year when there is nothing effective out there for such a deadly and rapidly progressing disease. This is leaving out other considerations which also suggest tacking on an extra year if there is truly excellent data is not the proper thing to do.

So then the question becomes, how muddy is the data and can all of the things NWBO is putting into place like the endpoint changes and redefinition of what GBM actually is going to be enough to offset the uncertainty and clean up the data, as it were. Clear NVCR had no problem getting something with less than stellar results past the FDA so the question becomes, can that happen again?

I believe that NWBO has a decent chance of pulling it out which is why I am invested despite the fact that we are not derisked and this is still very much a binary event (approval and fortune or 'please do another trial' and ruin).

[flipper44]

Similar to Happy, you are confounding public availability of information against likely private progress toward availability to patients. You are appealing to the lowest common denominator of thought processing. Your argument is strictly rhetoric.