Replies to post #601951 on NorthWest Biotherapeutics Inc (NWBO)

[CrashOverride]

Landmark Trial Results!
JAMA!
MHRA Trial Endorsement (PIP)!
MHRA-endorsed Manufacturing (MIA)!
Global Patent Protection!

My 500K shares should be worth $40M or more once Northwest Biotherapeutics obtains global approval on nGBM and rGBM indications.

I see no reason to sell my shares since I can borrow against them once NWBO are off OTC.

In my personal opinion as a retail investor representing myself alone, and not providing investment advice, longs must focus upon the deep value present in Northwest Biotherapeutics stock!


Robert Hefner agrees:

Our Northwest Biotherapeutics (NWBO) investee “partner” likely has just made one of the biggest breakthroughs in the history of cancer. We know that is a really big statement so why do we at GHK believe that is possible? Because we believe the doors through which major cancer breakthroughs must pass are the human immune system, immunotherapies and personalized vaccines and NWBO has just leaped through those doors with its personalized DCVax vaccine made from your own cells.

You can argue about trial statistics until the cows come home but the bottom line is 1) people living longer 2) quality of life during treatments and 3) the cost of treatments.

During NWBO’s 16-year Phase III trial to treat glioblastoma (GBM), one of the most difficult and lethal of all solid tumor cancers 1) more people lived longer, 2) it is safe with virtually no side effects occurring and 3) NWBO estimates treatments will cost about half as much as Standard of Care chemotherapy and radiation treatments. So for the first time ever, GBM patients can have hope! And can hope like prayer increase the effectiveness and energy of the immune system? We think so.

We are aware we stuck our necks out when we said “possibly one of the biggest breakthroughs in the history of cancer”. So we have listed below our three principle reasons so you can decide for yourself:

After 417 failed GBM trials treating 31,952 patents over decades, DCVax-L is first treatment that gives GBM patients a meaningful chance to live longer, some now living 9 to as many as 19 years and counting.

DCVax was conceived and created not for glioblastoma alone but as a personalized tool of your own immune system to defeat all solid tumor cancers and that’s 90% of all cancers.

Since DCVax’s creation NWBO has amassed an enormous rich databank containing masses of information on patients, treatments, and DCVax’s use against 15 different solid tumor cancers that has not yet been analyzed by artificial intelligence (AI). We believe that in the near future when these vast amounts of data and information are teamed with AI and some of the world’s leading scientists and doctors that future generations of DCVax vaccines and protocols will experience great leaps forward in effectiveness at lower and lower costs for 90% of all cancers.

So to sum up, we believe NWBO with its DCVax immunotherapy personalized vaccines has leaped through the doors and will play a vital role in humanities great drive to defeat cancer once and for all.

https://ghkco.com/wp-content/uploads/2022/06/2022-06-07_Statement-by-Robert-Hefner-on-NWBOs-DCVax-L-Phase-III-Trial.pdf



Robert Hefner lobbied Carter and Congress to deregulate the natural gas industry in the 1970s. He invented a method of drilling extremely deep natural gas wells. His company went bust in the early 1980s though he took his knowledge to China developing natural gas drilling in that country. He 87 now so invests his money from a family office. His representative, Wade Kovash, was at ASCO.

http://johnsedgwick.biz/pdf/Success!_TheManWhoLost700MillionFullWeb.pdf

Dr. Ashkan is the genius behind this viral vid of him performing brain surgery while his patient was awakened to play the violin…mid-surgery. He told me he champions DCVax-L bc of trial data along with what he’s seen first-hand from his patients. $NWBOhttps://t.co/XFTeSPFtH5

— Wade Kovash (@wkovash) June 6, 2022

Watch one of the world’s preeminent neurosurgeons explain the significance of $NWBO ‘s Phase III trial of DCVax-L. The results are groundbreaking and represent an enormous advancement in one of the most tragic cancers. https://t.co/eQw5tAsivK

— Wade Kovash (@wkovash) June 6, 2022

Robert and his wife with Les Goldman back in 2011:




Some focus on irrational munande details.  Others remain focused on the big picture.

Some things take time.   You can't make a child in one month by getting nine women pregnant!

[Dr Bala]

Total fable. Especially the fourth point in the post - which shows complete lack of understanding of this trial. If you have been following the trial, you would know that the MHRA approval is a given. All the other points are moot because your post lacks the understanding of the MHRA situation.

[Maverick0408]

They are going after UK because they seem to have strong support there. Overall, I agree with your take.

From a purely commercial perspective you go after US first, which is 10X revenue potential than UK and about 50% of the global market. Plus FDA is more efficient and it’s much faster to resolve reimbursements including higher value for your product in the US than any other country.

Unfortunately, some folks remain stuck on past glory (JAMA article) and refuse to acknowledge and learn the complex commercial biotech landscape.

[kabunushi]

By my calculation, the annual dilution rate from issuing new shares at .65/share is about 5%. That's not nothing, it's a -5% rate of return if the shares remain at .65. But in my view, this is scarcely worth a ton of moaning.

In my view, in a year we will most likely see RA approval in the UK at a minimum, resulting at a conservative estimate, in a fair value share price of $2 or better. I.e. investors can, even if no deals are done in the meantime, likely anticipate 300% ROI within a year or less, at the cost of a -5% dilution. Of course, there is a risk that the pps could fall and it could fall considerably, but IMO the much-touted dilution cost at .65/shr alone is far smaller than the whining here would seem to indicate if one believes that positive events will more likely than not unfold and that the pps will, in turn, appreciate commensurately.

BTW OP's statement of $20M/Q cash burn is just wrong. Per the latest 10Q it was less than 12.5M in Q1, in other words, a bit less than $50M on an annual basis. My number for that comes from the statement of cash flows, namely $11,239,000 net cash used plus 933 stock-based compensation for services. If you disagree, please show your work.

So we get about 75M new shares ($50M cash burn @ .65/share) in a year, as the numerator over 1.5 billion shares now outstanding on a fully diluted basis. That seems to me to be about a 5% annual dilution rate. Is this the tempest in a teapot that some people here are whining about? What am I missing?

[Foogie88]

aes,

After following a few of your post is evidently clear you have a milder case of the AF disease.

[Dr Bala]

The first sentence in the post itself is a dead giveaway that the post is a fable. Lack of understanding in the post of the JAMA data and the potential of this therapy.