Replies to post #547316 on NorthWest Biotherapeutics Inc (NWBO)

[Magrit]

Thermo Are you taking guesses on the last name? Could it be Friedrich Jacob Merck? I cracked up over option #3. Thanks for your contributions here.

Margaret

[Turner5]

Would you guess cash? Cash and stock ? Or stock?

[CaptainObvious]

Number 1 would set me off. Fool me once shame on you, and all that.

Number 3 is hilarious

[beartrap12]

Thermo, if a large Pharma such as Merck acquires NWBO, what happens to the BMY trial that Dr Liau said was to begin soon? I figured that her announcement of this BMY trial was a pretty big tell that NWBO would be working with both these big Pharmas for a while. Therefore no buyout, but instead partnerships with several companies, or a joint venture. Just my ideas, FWIW.
Thanks for your thoughts!

[Lykiri]

Thanks for clarifying Thermo. Much appreciated!

[jfr1611]

I think LP is way more sophisticated than that.
You don’t creat value with such M&A.
Come on man!


You forget she worked 15y as a banker.
She wants to create value but she wants to hurt the short sellers.
Don’t forget that.

Here is how you create value and how you screw the shorts:

1- sell DC VAX for $15B cash (point of reference is MRNA. It’s mc increased $16B since the MRK combo ph 2 results 2 days ago) + 3% royalties on net profit.

Cash is distributed to shareholders.
In that case, the Short sellers will have to rush and buy shares or pay ~$14/share…imagine the 3% royalties!

Good luck short sellers.

2- Transfer DCVAX Direct into a NEWCO and list NEWCO on NYSE/Nasdaq.
Announce multiple combo deals with multiple Big Pharmas.
Kinda “farm in” deals similar to Oil & Gas & Mining deals when BP has to pay X$ in research to acquire Y% of a combo deal.

Impacts:
1- no more dilution
2- royalties from direct
3- dividends to shareholders.


Good luck short sellers, try to find NEWCO in pre ipo market could be epic naked shorts Covering…

[cptbac]

The recent Q seems to align with Thermo's door number 2 option.

At this point I think door number two is most likely:

1. LP sells her interest in Advent and holds her interest in NWBO. Sort of like a Cognate second bite at the apple.

2. NWBO is acquired by a large pharma and LP continues holding her Advent interest. Just a caveat, if my first name began with the letter "M" I would first propose a combo trial co-development agreement together with an acquisition right of first refusal. But skipping the co-dev arrangement and going straight for a buyout is not out of the question.

3. LP sells her interest in both NWBO and Advent, joins ihub and writes repetitive posts over many years on why trial endpoints can be changed after trial initiation, provided the company is blinded to the specific data determining the new endpoint statistics.[/quote]