Replies to post #514931 on NorthWest Biotherapeutics Inc (NWBO)

[Zadie420]

Fireman- Your project is as good as others. Nobody knows where we land. It is up to company and where they are in regard to other cancer indications. If they have started DCVAX-D trials then we need to consider that in our valuation projection.
But one thing for sure as they get approve in other countries the valuation will be revised upward. Look at $NVCR with $600 mil revenue they have close to $8 Bil MC lately. Remember their valuation used to be much higher because they were the only driver in brain cancer indication. Now here comes Dcvax-L with much better results, better QL, and more reasonable cost, in addition they have got great results in combo trails.
At this moment we just can dream about valuation. When you say $10 Bil valuation I am assuming the PPS should be around $7. Hmmmm.

[tryn2]

Yeah, so what happens when GB approves DCVAX-L and Sawston starts producing this vaccine which is a leap forward in cancer therapy...??? It has been calculated that it will generate $2 billion per year in sales. Where will NWBO be with respect to negotiations when they have a product to sell and are making their own money... hmmmmm???? (-:

[beachhyena]

How many times does the term platform technology have to be repeated on this board. LP is not interested in just GBM and she knows that DCVAX both L and D will be platform technologies. You need to reassess your DD because you obviously do not understand the true power of this vaccine and how quickly the world will come to realize the true potential of this vaccine across all cancers once the JA hits closely followed by approvals in the UK. All imho.

[no2koolaid]

Fireman, thanks for the perspective. I noticed that when there was a discussion of fires, you provided a level of expertise that made it clear many lacked the knowledge that you bring to the table. So it is that my analysis was not - pardon the intentional pun - blowing smoke. Perhaps you missed the part where I said I was a global executive with a Fortune 50 and involved in our due diligence for the many acquisitions we did.

The DCF I did on NWBO had nothing to do with revenues, debt or cash on hand. In fact, it had nothing to do with its assets. It was grounded in a projection. While more complex in their various analyses, business development functions in large firms do it for a living and are very good at valuations to ensure their companies do not overpay. And, as NWBO will have a valuation of its own, that is where the negotiations begin.