Replies to post #425926 on NorthWest Biotherapeutics Inc (NWBO)

[hoffmann6383]

If some bad estimates on timing are what you want to latch onto and apply that to the rest of management's calculus that is your prerogative. I like to look at the full picture and not just a specific aspect of management. I'll respectfully disagree with your view and encourage people to look at all aspects of management (i.e. the complete picture), and when you do, you are more likely to come to umibe's view that the management is not perfect but more than competent.

[biosectinvestor]

I disagree. Looks to me like she has avoided the failures that everyone else has experienced in this space, has successfully raised the capital to get to the point of likely having a massive breakthrough in cancer treatment not just for this disease but potentially all solid tumors, she has put that all together with a mass manufacturing technology that looks like a breakthrough in the space, AND she’s not a scientist but a lawyer, as you point out.

She has done all of that while it appears to me that her company was under attack by incessant critics who in my estimation are either incumbent in the industry or wish to take the asset away from her and her investors, all done while they were cloaked mostly by anonymity. It’s not the first time, but these persons and attacks can be quite destructive to these tiny companies and yet here we are…

While it has been difficult, I do not think incompetence is the proper descriptor by any stretch of the imagination. Also it’s a common ploy with such attacks to incessantly attack absolutely anyone and anything interfering with the narrative that “management is bad/evil/corrupt/incompetent/etc.”. I’ve never seen such attacks where that was not the absolute center of virtually all criticisms. But usually most of it is about timing and unpredictability, which is just the reality. Frequently these companies go silent because the resources are simply not available to fight these campaigns AND succeed. They need to prioritize.

Again, here we are, tiny company, not a lot of resources, could shift the paradigm in oncology and at least GBM shortly. That’s quite exceptional.

[JRIII]

It's only incompetence if you assume that all the bogus timelines and misleading statements going back more than a decade are innocent mistakes.

They are not.