Replies to post #476250 on NorthWest Biotherapeutics Inc (NWBO)

[hope4patients]

You have not been around very long, Fireman. At least with respect to this company. I, like many, have been here for 10 years or more. If I asked you about the UK “real estate deal” you would probably have no idea what I was talking about. If I mentioned the attempted hostile takeover that was attempted about 8 yrs ago, again you would likely be clueless. I assume you have seen the ASCO presentation when patients and their family members basically said DCVAX saved their lives but I could be wrong. Management has a plan and I, and others I know, intend to give them a little more time. Bottom line is we now know a phase 3 trial in GBM just met OS endpoints with impressive statistical significance in BOTH newly diagnosed and recurrent GBM and on top of that the treatment more than doubled long term survival in both as well with essentially NO SIDE EFFECTS. Put this data in front of any GBM patient and ask what he/she wants to do. Oh and by the way the technology is applicable to ALL solid tumor cancers. You may or may not know much about DCVAX Direct since you are new here but it’s applicable to inoperable tumors. Think about discussing this technology with a patient that has just received the news that he/she has an inoperable malignant tumor.

[Bacchus1]

Have been following your huge number of posts over the past several weeks. I think I finally get it, you don't rate the management.

[skitahoe]

Fireman,

While I can agree that the scenario you've presented is possible, I really believe the company knows how to get itself out of tight financial situations, and I believe that once the data's been properly released and understood, the share price will be substantially higher, and investors will agree with whatever increase in shares the company wishes to be authorized. When hundreds of millions of shares are available and the share price is well up in single digits, or into double digits, bringing in tens to hundreds of millions isn't a problem.

Perhaps more importantly, when we're in that position we're also well situated to take on a equity partner who'll bring in billions for the shares they acquire in becoming our partner.

In the presentation on the 10th, little time was spent explaining why the PFS data should have been looked on as meaningless, and while pseudoprogression was discussed, all who've called the trial a failure did so based on PFS. It may not be clear to all the world that PFS is no longer a goal at all, but we know it and in time it will be clear to others. I doubt if STAT or many of the others that bashed us on the PFS data will back off, but the major media will recognize what we have, and it won't be long before the bashers are yesterday's news.

I have yet to see any of the bashers saying the O.S. benefits are meaningless, they'd sound like fools for doing that, they only attack PFS and ignore the fact that progression being called early is really pseudoprogression indicating the tumor has become largely dead mass. I believe that when we get the Journal we may find that many of the longest living were patients deemed to have progressed quickly, but that won't be known until we get the Journal, assuming it's covered there.

I wish we could have a graphic or table showing each patient that included how long they were in the trial before progression was called, then how long they lived after that, or that they were still alive, for all who received the vaccine up front. For all who didn't get the vaccine up front, I'd like to see them add what occurred before they received the vaccine as well. Finally they should also show all who never received the vaccine at all. I don't know that we'll ever get such data, but it really shouldn't be that hard to do.

Gary

[biosectinvestor]

They are not in way over their heads. And you’re again, not in the room and not in a position to say so any more than anyone else.

The fact is, I have been in the room for huge corporate deals over many years, and I have been an observer on the sidelines and as an investor over many years, and while what you said may discourage the casual observer, the reality is that things are far more complex and dynamic than you suggest, for this firm and many firms.

That they have taken this treatment to where it is and have manufacturing ready to go in the UK and pre-approved for compassionate use, but enough to make substantial income per-approval if the market can afford it, that they have shown incredible fortitude to overcome what might have been insurmountable hurdles to most other management teams and clinicians I have seen over the years speaks to incredible hidden value.

Now you can denigrate it, kick it, say it’s not worth anything, but that is simply not true. It may suit one’s ego to make such pronouncements, but it really has no meaningful impact on anything.

People like to hear themselves say these things. And maybe they think they are influencing the market place. The reality is, when it is published and gets to the desks of the right people, and it likely already is significant to have been brought to their attention long ago, but when it is validated enough that they fear their competitors will get a jump on them, the value is created from many millions steps steps taken over this last 2 decades, patents and strategies and ideas launched that at this moment are just in the background, but they become significant and real on validation, and they become either an opportunity or a scary threat to existing franchises making billions already.

That’s how the value flashes into existence seemingly from nowhere. Now does it materialize instantaneously into the stock value? It takes a little time for it to materialize and gestate in the minds of all the relevant observers. There will be the right time for communicating those things to the larger market and to the right potential partners and competitors.

So your scenario is really just another person giving an opinion about why the company is going to fail, and so far those opinions have not been worth the bulletin board web pages they are written on. Not claiming my opinion is worth anything either. I am claiming that the work put into this company and already completed and real, has real value whether people on this bulletin board or Twitter know it yet or not. The operational word there is “yet”. Things have not happened yet that will happen in the most obvious way. When they do, there is a logic of events and forces that come into being, that likely can’t be stopped by anyone, including the AF’s or the hedgies… of the world.

[Hopeforthefuture3]

Fireman, I agree management is in over their heads. Even Thermo said he thought management was inexperienced in these situations, but they do mean well. I remember years back LP saying all that BP could bring to the table was a checkbook, well imo they could bring experience. They later added Duffy so at least for a time management seemed to agree some that some added expertise might help. Imo they could still use help and still appear over their head