Replies to post #422717 on NorthWest Biotherapeutics Inc (NWBO)

[jesster64]

But according to the deal, it would be best for him if SP were as low as possible just before TLD released. Thats the price he's allowed to buy shares at.

[marzan]

yes John is an insider now that he is NOT allowed to trade; so he can't control the price.

[biosectinvestor]

I agree, though as to what he knows or saw, I think it is necessarily limited and not as broad as some presume. I think there is a lot of trust and comfort from past transactions as well.

[Dan88]

This is my last post for today as a reply to your post:

From my decades long biotech investments, I don't see a biotech company in a phase III trial can easily go away, ie. bankrupted right after a binary event.

Most often, the company would lose the ability to raise funds at reasonable share price, and could only issue vast numbers of shares at very much lower price (like %50-90 lower) with huge dilution to the existing shareholders. And such company after failing the trial could mostly find something else to "hype" (see cvm as an example), and may survive with multiple RS in the span of years thereafter, meaning more dilutions.

The point is they could survive but just in a very bad shape for existing shareholders.

So I don't think a financier before binary event would have a really high risk of not getting money back after the event if it goes badly. They can easily get money back from money raised from huge dilutions of the existing shareholders.

The above of course is not remotely applied to NWBio, since even in the worst scenario which is we would miss the primary endpoint, NWBio would survive for some secondary endpoint (like CVM), let alone we have DCVax-D awaiting for development (or "hype" if you will if we were failing in L, which I have never thought is a remote possibility).

All in all, I don't think it's a problem for John to get his money back even we would experience the worst case scenario.

I have all confidence in my investment in nwbo, and my shares and my family shares have repeatedly peaked.

GL

[I would add it's obviously both Linda and John have developed rapport and are friends. So I don't have any doubts on the deals signed today]

[Poor Man -]

NWBO most like shared enough information including TLD to support his decision to provide additional funding.

Would Fife play games? I’m sure given the opportunity he would. Fife isn’t necessarily anyone I would want on my team. But maybe LP v. Fife is an even match.