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hope4patients

11/22/22 8:08 AM

#537142 RE: RPD60 #537140

Excellent post.

Grip it and Sip It

11/22/22 8:13 AM

#537144 RE: RPD60 #537140

You had me until bullet 4! There is ZERO chance there are multiple deals. No company would ever license or go into a JV when the product they’re buying/leasing is also being used by multiple competitors! Any company would pay a premium for exclusivity

Almost had a perfect argument.

jfr1611

11/22/22 8:16 AM

#537148 RE: RPD60 #537140

The best message I’ve read here. Congrats and thanks for your insight.

Mionaer1

11/22/22 8:16 AM

#537149 RE: RPD60 #537140

Excellent!

hoffmann6383

11/22/22 8:34 AM

#537163 RE: RPD60 #537140

good post rpd!
Bullish
Bullish

Turner5

11/22/22 8:37 AM

#537164 RE: RPD60 #537140

True this!!

Turner5

11/22/22 8:37 AM

#537165 RE: RPD60 #537140

True this!!

newman2021

11/22/22 8:47 AM

#537172 RE: RPD60 #537140

RPD60, love you man; your points are making quite a sense. See GSK had to pull its cancer drug after Accelerated Approval but failed in post marketing data. DcVaxL sustained all these years of phase 3 trial to OS data; and that means it is like Phase 4 is already done.
https://endpts.com/days-after-reporting-phiii-failure-gsk-pulls-bcma-drug-from-us-market-but-its-not-giving-up-entirely-yet/

And your point number 2 that reads.....you cannot make patients live longer...... shame on AF/HGro/drlow all these crap shorts who are crying Confounding/post hoc/data dredging all sort of nonsense.

Again thank you RPD60, I too want to accumulate a few hundred thousand shares more at these cheap prices while it lasts.

dude409

11/22/22 8:52 AM

#537174 RE: RPD60 #537140

RPD60, Thanks Excellent great info.

TheFollower

11/22/22 8:53 AM

#537177 RE: RPD60 #537140

Thank you. Now that makes sense.

vator

11/22/22 9:10 AM

#537193 RE: RPD60 #537140


5) Suing detractors such shorts and AF. I am so glad that a team that is so small such as NWBO and has such limited financial resources, is not wasting their efforts chasing these folks. In the end, if a deal is inked at $30+ billion with one or more partners, the share price is automatic and no hit-piece can stop that. Bravo for NWBO management keeping their eyes on the prize! “

Then do not put a statement that you are reviewing this in your 10Q. They state something and then do not follow through. It would not be the first time on this subject. So- not so bravo.

monentum2play

11/22/22 9:19 AM

#537202 RE: RPD60 #537140

$42 is high that what Keytruda is worth

Eagle25

11/22/22 9:59 AM

#537249 RE: RPD60 #537140

Hear hear!

FeMike

11/22/22 10:11 AM

#537265 RE: RPD60 #537140

6) Share Price---many years ago, I used a different iHub name and under that name (immunotherapyguru--you can search it) I projected the share price of NWBO to be $42 per share. I stick by that estimate despite ALL the new information presented over those last 5 years or so



That's interesting. Let's look at this estimate (and get a small lesson in dilution).

"Many" years ago is ambiguous but let's call it 5.

At the end of 2017 NWBO was trading at ~$0.30/share and a market cap of around $100M. To hit a $42 per share price, that would be a valuation of around $14B.

Bring that to today's share structure, and your $14B valuation is actually a price of around $10/share. So your estimate is $10/share, not $42.

Care to expound on your estimates with this in mind? Curious to get your thoughts.

learningcurve2020

11/22/22 10:46 AM

#537297 RE: RPD60 #537140

1)Brilliant for who, not the legacy shareholders still down 95% because nobody believes anymore. Why couldn't they have run other trials while waiting around? At the very least shareholders should been collecting CDMO revenue but instead management kept it all private while waiting around. So, yeah, I'm skeptical.

2) We also know the FDA halted screening interfering with the process and killing their funding at a critical period. We still don't know why. Yes, Living longer is a big deal and fantastic to see. If it really does amount to 20% having a chance to live a little longer that's pretty darn good. I remain skeptical, however, only because of how long this has all taken. It's like paradox themed story right out of Star Trek.



3) I remain shocked that it all took so long. When one thinks in terms of quality of life for patients and the hundreds of millions spent on other GBM trials denied the latest "high bar" SOC, it just makes no sense. Another reason I remain skeptical.


4) As to the quiet period, they've been in it since forever. The CEO / CFO / Chairman is a hermit. They chose the Big Biz Show to get the word out. There's simply no way to effectively practice a quiet period for maybe more than a few months without folks "in the know" grabbing shares.


5) If Powers wanted to sue a detractor they should've gone after P5 when it really mattered. That would've sent a real message. Statute of limitations is up on that now. Feuerstein is not short, I'd bet almost anything. He's just a skeptic and has gotten far more right than wrong.

6) $42!?? Is that after the reverse split? What'll you say when / if their next cash raise is under a dollar?

7) It's the old "Shorts will need a br attorney". Eye rolls. Almost feels like this is all an attempt to set up the Reddit crowd.

Happy Thanksgiving to all (including all the newbies now able to buy in at the same price as those holding all these years.

biosectinvestor

11/22/22 3:05 PM

#537566 RE: RPD60 #537140

Excellent post!

CrashOverride

11/22/22 3:10 PM

#537569 RE: RPD60 #537140

Well said! Thank you!

Roman516

11/22/22 4:05 PM

#537620 RE: RPD60 #537140

Well stated I. As a scientist/engineer/business CEO myself, I would recommend adding the fact that NWBO needs to address their manufacturing partner, Advent.
Advent should be in final stages for checkoff process to be able to receive qualifications acceptance before the end of this year.
Preferably this will occur in the next two weeks since half of December is out of the work period. There is a high probability that the Advent has deployed the Flaskworks devices (Eden device), and their automated manufacturing process includes a very comprehensive and adaptive method for vaccine production. There is no question that the Regulatory Agencies would not have a hard time approving Advent based on its highly adaptive manufacturing capabilities. Expecting good news soon (days) from NWBO.