Replies to post #547471 on NorthWest Biotherapeutics Inc (NWBO)

[thermo]

Yes, Gary, buying a stock because you expect a buyout is a good way to drive yourself crazy.

The reason is that you can't falsify your thesis. If a buyout doesn't happen Monday, it may happen Tuesday.

I spend most of my investment research trying to show I'm wrong (something that some others here and on Twitter might try).

[dstock07734]

Gary,

I know for one thing BMY knows a lot about NWBO. BMY had done plenty trials similar to what Linda Liau did but with more targets other than Glioblastoma before BMY came to NWBO for collaboration in 2017. I bet a serious vetting was done prior to the collaboration deal. If we look at the disclosure of the interests in the JAMA paper, those coauthors are also the consultants to other BPs. It is no surprise other BPs know NWBO well too. Why? I can see that after 2017 BMY signed the collaboration deal with NWBO. The BPs including Roche, Pfizer, Merck, AstraZeneca R&D on dendritic cells went hyperbolic. Immunotherapy is the ultimate way of curing cancer. All the BPs have tons of money. They will not hesitate for elephant-size deal if the technology is revolutionary. The way I see is that all the BPs who are enthusiastic about immunotherapy can form a JV with NWBO as the sole provider of the secret ingredient for various types of combo trials.

[Grip it and Sip It]

I agree in theory however a bona fide offer would be brought to a vote. There are shareholders and Linda and company could potentially be sued for turning down an offer and shareholder value doesn’t increase after that. It’s all about value- nothing else.