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dennisdave

02/08/22 9:38 AM

#442160 RE: Poor Man - #442158

There are advances in treatments and growing competition.



exactly thats why I personally think the whole DCVAX platform will be not nearly worth what most dream and hope it will be. Merck is not crazy, why would they want to pay so much more for technology that may very well be obsolete in 5-10 years from now. Sure SOC for GBM is IMO worth at least 15-20 billion (to Merck) but personally, I think Direct will never come into fruition for the reason you give.
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vator

02/08/22 9:42 AM

#442165 RE: Poor Man - #442158

Agree. It looks and feels like we are standing still except for patents. We were given a presentation by Bosch a couple of years back showing a slide that they would move forward in the pediatric space with testing using a brain pan providing Direct into the brain. Nothing I have seen on follow through. The same with colon cancer at the hospital in Mainz Germany. Just no follow through on any announcements.

I am long for the reveal but these actions listed above are poor management.
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Maverick0408

02/08/22 9:55 AM

#442176 RE: Poor Man - #442158

Time is indeed money!! Lots of advances in AI driven diagnosis and treatment pathways (minimally invasive). I personally come from this world and firmly believe that the next decade will look very different (it will be more health tech!).

All the indications continue to point towards a buyout/exit scenario with an emphasis on broad patent portfolio. They have shown limited to no urgency on any other aspects.
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KIPK

02/08/22 10:03 AM

#442179 RE: Poor Man - #442158

You missing the big historical picture...

All those advancing technologies, therapies, competitions.. that were worth billions with projected ground shaking future have failed to deliver, although many got undeservingly rich in the process!!

Some Examples include CAR-T, Gene Editing/therapy, Various drug therapies and etc....

and that's why the paper someone just posted has this quote in it... and the quote applies to the rise of all chronic diseases, including psychosis!!

"Cancer is the second leading cause of death in the United States. Around the globe, cancer incidence has been steadily increasing over the past half-century"

The problem is that, therapies that rely on external influences all have massive side effects that makes the therapy itself highly questionable as their effectives goes as far as reducing the symptoms only!!

The human body is a highly sophisticated, self regulating, self repairing, self regenerating, self healing, and even rejuvenating marvel that must be understood, empowered/employed to put a real dent in the growing chronic conditions, particularly cancer!!

The approach that NWBO has taken over the past 15 years exemplify that realization & understanding perfectly. And there is nothing like it..

IMO, NWBO will have the monopoly on treating cancer for years to go & will awaken the public mind on what to support & what to stayaway from!!

This is a big deal....

Very Long NWBO!!
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Bob_LobLaw

02/08/22 10:06 AM

#442181 RE: Poor Man - #442158

nonsense, if we wanted to take another 4 years so be it. the rest of the world is holding their breath no need to concern ourselves with missing market opportunities to new therapies.
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Bright Boy

02/08/22 10:19 AM

#442190 RE: Poor Man - #442158

You are spot on, Dude!! Auto upgrade to your "park bench" positioning!!!

Cheers,

BB
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Doc logic

02/08/22 3:50 PM

#442317 RE: Poor Man - #442158

Poor Man -,

No need to get caught up in the next level of managed expectations created by the bear arguments that gently give way to success but now focus on low valuation. The bear argument at this point is all about price management for entry point by institutions so not really a bear argument situation but rather a cover for those who might want to get in but can’t yet. If the focus can be kept on the limited market of GBM and that other treatments are coming that will somehow compete with the demand for the DCVax platform then retail investors might be willing to sell out cheap. I believe Linda understands this and has a plan in place to cause rapid to near instant very substantial price appreciation for all investors so that cheap derisked shares are not as readily available as some would like. I believe she has found a way to keep this strategy in play while at the same time advancing the treatment through “the process” to get it to patients in a way that meets expected demand and will pave the way for other indications and Direct. Best wishes.