Replies to post #589492 on NorthWest Biotherapeutics Inc (NWBO)

[vator]

“As well, they have control in different ways that make a hostile buyout unattractive, something that triggers bears to attack management in a company like this to dislodge such control to enable their own machinations and manipulations.”

Do not be so sure. Someone could come in and make a $5 offer now and a great many shareholders would jump. The $5 offer would cost them $10/share with the poison pill. If you think the platform is worth much more it is still a good deal. We are very vulnerable at this price.

[Chiugray]

This part is the best.

The one thing the bears can’t stop is the potential for partnership deals and combination trials. But if this is approved, those pathways will be much easier under new proposed FDA rules, so those pathways may not be as attractive as they used to be for small companies like this with a successful trial. If you can get your product effectively to a point where you have the benefits of approval for other conditions, with just real world data, not even a trial, with insurance and Medicare coverage, once you are already approved for one condition, the attractiveness of giving away the store in some areas to develop others is far less attractive.

I say partner with others in combination trials to reach into other markets / cancers quickly where the end result is NWBO selling the DCVax drug, not licensing away parts of the platform for a smaller pot in royalties. If money is needed, it can come from financial markets. If talent is needed, it can come from BP. This is all too early to say, but with approval and everything we know about DCVax potentially changing the way cancer will be treated in the future, IMPO, the strategy should be to accrete value and transition into becoming a Big Pharma.