Replies to post #514866 on NorthWest Biotherapeutics Inc (NWBO)

[HappyLibrarian]

That’s how it works and it is what it is but we could have done that 2 years ago instead of waiting maybe another year or two from here.

[Rh2022]

Agreed.

[skitahoe]

Fireman,

You could be right about it being how the business works. On the other hand I'm not sure that L.P. can be counted on not to do it differently, there is very little that she's done that follows conventional logic.

I'm fine with whatever she decides to do, I believe in the technology and hope that whatever approach she takes assures that the technology is fully tested. More trials certainly are needed to really know if this is a new paradigm for the treatment of all or nearly all solid cancers, or just a big step in the right direction for brain cancers.

I really would like to know if DCVax-Direct is effective in many cancers before a buyout, but that won't happen in the $7 to $12 range you suggest. If Direct were demonstrated effective in substantial Phase 2 testing I believe a market cap in the $20 to $50 billion range is warranted.

Gary

[no2koolaid]

If DCVax is as good as we are led to believe, the question is what would be a realistic valuation of the company. Looking for a reasonable comparison, I used what Keytruda produced in its first seven years and did a set of DCF analyses, both conservative and not with a full Keytruda growth path. Admittedly, there is subjectivity...but the algorithm is the algorithm. Based on that, the projected share price was $21.29 for the very conservative estimate and $64.77 for the second.

The takeaway is that NWBO would have their own analyses done and have a basic idea of their value. But, realistically, it has to be more than $7-12.

[The Danish Dude]

To each his/her own.

Finally, someone talking some sense around here in regards to what NW Bio will be worth. NW Bio will be sold but not for the $20-$30-$40B multiple some people on here are claiming. I expect it will be between $7-$12. Which I am 100% fine with. It will never see the light of day and remain independent long enough for those $20-40 billion MC predictions. It's just the way this business works.

Few have realized what kind of stamina has brought NWBO, where they are today.

Few knows of the history of the last 25 year, where Jeannine Walston today is living on her 24th year.because of Linda Liau.

This board would've been closed some years ago, hadn't it been for collective foresight of the NWBO management.

If anyone has studied Linda Powers, she has not taken this road to be here today, just to sell for measly $7 or there about.

NWBO has been built up brick by brick for either a future maximum exit sale, or doing it themselves until they get the maximum exit sale.

We don't know the obstacles that have been thrown at them during the years, outside of the harassment from dudes like Adam Feuerstein and the hordes of pawns doing the market makers bidding on stock boards and social medias.

Information entropy tells us, that the extreme kind of involvement from top to bottom of the bearish hierarchy, is a clear sign of the disruption NWBO and DCvax-L brings to "the game".

it is a game changer that big pharma et al had not counted on would be in a position today, where production and infrastructure was build and ready to start commercialization. Where +60 people doing NWBOs bidding were ready with state of the art equipment and specialized hired people. Where they sat on 270 global patents and very soon a combo patent making it possible for them to combine DCvax-L with every kind of checkpoint inhibitors.

People might not like the waiting time to get here, but it was either that or getting the kiss of death.

How do one get the first immunology cancer treatment approved? The obstacles were many. Hammering the head into PFS endpoint because immunology progression tells a different tale than we are used to. So we switch endpoints to OS. We measure ourselves with external control arms. We rather add more years to the waiting time by not only grow the tale of long time survivors, but also buy and develop and refine a technology, that makes it possible for NWBO to automate and scale the personal doses of DCvax-L.

EVERYTHING is done with UTMOST care and study of WHAT could make the trial fail. In order not to be one of the 397 other trials that have failed before DCVax-L.

Beyond the extraordinary achievement of science that Linda Liau has made, it is such an incredible feat that LP and co have done to have brought NWBO to the starting line with almost everything ready to go.

Not only that. DCVax-L has been qualified by UCLA and Merck by being the secret sauce of the UCLAs most prestigious of cancer research projects.

The SPORE 1 project. And everything back to the DCvax-L and Nivolumab trial with Bristol Meyers Squibb and Duffy entering the stage, and the trial is exchanged to a Keytruda trial, stinks of Merck involvement.

It is a definite, that NWBO is not about to be sold for petty cash. Everything can be read out of the transcripts of the annual shareholders meeting. The kind of stamina that Linda Powers and co. has expressed and what they went through and what they have build up like NONE before them, is not going to be auctioned away cheap.

She's not adding a competent US/Global PR man "to the mix" at this time, because a cheap deal is made in the dark. She is going to want to PR the success and let it hit news media, just like the 2018 interim data hit Guardian, Daily Mail, BBC and more and tirelessly work the SP up along with the catalysts that has been accumulated during the quiet period.

I don't get the pessimism at all some retailers have, with what we can see with our own eyes happening.