HyGro,
I started investing over 20 years ago in other sectors then bio pharma with Celgene. That was back when Celgene was transitioning towards Revlimid, a chemically safer variant from their earlier product Thalidomide, and had been growing in market cap by leaps and bounds. From there I moved to biotech searching for cancer research innovation as I believed the cancer research cycle was due for a breakthrough.
I used to have multiple holdings in biotech now I have one. The 17 missing SOC/placebo patients in this trial told me all I needed to know about expected future approval and validation of the science of L being validated by evidence. I was going to wait out validation of Direct no matter what happened before this action came to light because Direct works to modify the tumor environment which is a huge difference maker. Knowing the science is a huge advantage in this case and well, you haven’t demonstrated the ability to explain it. Waiting out commercial scale manufacturing for 7 years hasn’t been fun but that is all part of sod busting and if the farmer needs to “encourage” his mule, a carrot on a stick is an age old trick. Funny, NWBO investors used to be called sheep all the time and I would respond that I was glad to be one led by the Good Shepherd. The last big run was from $.14 to $2.54. The next one is expected to dwarf this, you know like a sheep being led to green pastures; ).
Turning back to a point I like to focus on at some point in any longer term conversation about NWBO and this Phase 3 trial and that is that many patients benefitted from the trial design with crossover and that is extremely satisfying to know that FDA and NWBO got this right for the patients. Best wishes.