Replies to post #605501 on NorthWest Biotherapeutics Inc (NWBO)

[skitahoe]

Flipper, I wish I could say you were wrong, but things are moving slowly. As an investor in IMGN I know how slowly things can go. My point is that good things keep happening, yes slowly, but they keep happening. In IMGN they finally happened in a way that's finally made it quite positive. NWBO is approaching the finish line, it's taking far less than the roughly 40 years IMGN's taken, but they did have an approval in those 40 years, but while it was a blockbuster drug, Kadcyla, they monetized it and never saw the really big money. Now it's their wholly owned drugs that are approved or approaching approval and they've been about a 5 bagger in under 2 months. When NWBO gains approval I wouldn't be surprised if it does better than IMGN.

What's important is that NWBO keeps rolling, slow as it goes, but steady, there isn't that much further to go.

Gary

[sentiment_stocks]

meanwhile NWBO moving slower than continental drift

Lol… I won’t argue that.

Still, there’s likely things going on behind the scenes that if we saw them happening in real time, it wouldn’t look so darn slow.

For now, and moving on from April showers, May flowers, and June gloom to perhaps American author Jenny Han being proven right in her assertion that “Everything good, everything magical happens between the months of June and August.”

[HappyLibrarian]

Here’s the typical historical pattern. NWBO makes big noises about big things coming, people get excited, meanwhile NWBO moving slower than continental drift, people start assuming even more must be happening because management isn’t communicating, people finally get word we are not as far along as hoped, management rolls their eyes and feigns thinking investors were prematurely irrationally exuberant, people get deflated, management changes subject makes big noises something on horizon…. Etc, repeat.

Exactly.

[Maverick0408]

Agreed. Q3 will come and go and excuses will keep piling up.

I wrote about these excuses a few weeks back. Some of this will likely trend as we move into late Q3.

1) The focus has shifted to FDA now. UK not number one priority anymore. So need more time to line up CRL and other million BLA pages?

2) Now applying strategically via Project Orbis. All RAs at once. Need extra months.

3) Flaskworks certification given off label demand considerations!

4) Tissue agnostic approvals.

5) No MAA acceptance PR. Need to wait until final MHRA approval (in 2024?) for the big reveal. They want to trap shorts!

6) Rolling review already in the works. Approvals can come anytime.

[georgebailey]

Maybe it’s an old pattern but what big nwbo noises are you talking about? MAA in 2023 is an expectation.