Replies to post #587921 on NorthWest Biotherapeutics Inc (NWBO)

[flipper44]

Neither extreme.

[biosectinvestor]

Those 3 potential outcomes seem very unlikely. But for any small biotech company, always possible.

They are done with and have a successful Phase 3. It is possible someone will want to force one of those events to steal the value from current owners. But I do not think the largest backers would allow that to happen in this case. Too much potential value to lose that has already been significantly validated. Very unlikely.

Hostile takeover seems unlikely as well. But always possible. But I think it would trigger a bidding war.

[thermo]

There's not going to be a bankruptcy. I'm confident the company has access to sufficient capital.

I agree one should always consider risk as well as upside. Filter out all the noise -- most of what gets discussed -- and just make one forecast: what are the odds the UK regulators approve the MAA? That's 90% of the risk and 90% of the reward.

What's the timing of the MAA submission? Soon, but it's noise. No opinions should change if the filing is May or June.
Will they get regulatory approval in Canada? Correlated with UK approval, so stay focused on UK.
Will they get regulatory approval in US? Correlated with UK approval, so stay focused on UK. Timing? Noise
Will we see combo with industry partners? Correlated with UK submission / approval, so stay focused on UK.

MAA approval changes everything. Company value will discount all the above and more. Easier access to institutional capital. Easier to negotiate attractive combo partnerships. The company will jump onto the acquisition priority list of several big pharma cos.

...and, upon UK approval, Feuerstein will Tweet...?

[Legend431]

Interesting week for sure. People getting feisty probably because of the stock price but who knows. NWBO went from “completely derisked” to talk of Bankruptcy. I guess any and all ideas are feasible since we haven’t heard from the company since they told us who they don’t bank with. I’ve been trying to find similar companies that put out the same PR but couldn’t. Any one else find one?? I’m curious because some say NWBO doesn’t need to say anything and yet when they say something so far out of right field it makes you wonder their pr strategy (or lack thereof)