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GrannPiano

06/29/23 5:33 PM

#605713 RE: Foogie88 #605712

The message you replied this to has been deleted. I wish I has taken a screen capture. It opined that someone thinks the compassionate use revenue could be 2B! Does anyone think this is possible? Was that a projection of potential future revenue?

Any help on this much appreciated !!
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FeMike

06/29/23 5:48 PM

#605718 RE: Foogie88 #605712

I could sense in my call to NWBO that the compassionate use part of NWBO’s revenues will be more than any of us thought.



No it won’t and this makes me not believe anything else you said you “gleaned” from the call because this is a hard no. Compassionate use revenues will never impact NWBO’s bottom line by more than 10%.
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exwannabe

06/29/23 5:58 PM

#605723 RE: Foogie88 #605712

I also think this will be a huge surprise to the upside. I could sense in my call to NWBO that the compassionate use part of NWBO’s revenues will be more than any of us thought.


NWBO has been selling ALDC under "compassionate access" (really UK Specials) for over 5 years now.

At the end of 2021 NWBO announce Sawston was online. Longs here were posting numbers like $20-70M revenue for 2022.

I have no idea what an upside surprise would be given numbers like the above and also that $2B nonsense. I would say anything over $5M would be an upside surprise.

Have fun.
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JTORENCE

06/29/23 9:06 PM

#605743 RE: Foogie88 #605712

Foogie88 And when will we find out what the compassionate $$$ are??
Bullish
Bullish
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biosectinvestor

06/30/23 7:36 AM

#605790 RE: Foogie88 #605712

I think the bears are afraid of that. Clearly the comments suggest it, whatever the reality might be. I don’t claim to know, though I am pretty certain that the current specials program is very practical compared to other such programs and I do believe that most people appear well prepared to do what they need to to raise the $200,000 or so to get DCVax-L. So I would not be surprised. There are enough people who get these diseases, with home equity and family and friends capable of helping, that can likely afford this to actually make a difference, regardless of what shorties say. It is unfortunate that it is not yet approved, but I do not believe that is too far off either, and once that happens, that should open the doors to deals.

The shorties are doing all they can to create the mid impression that this won’t walk to approval, to stall deals, for whatever reason, one can only speculate.
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Maverick0408

06/30/23 7:56 AM

#605791 RE: Foogie88 #605712

They are BS artists! You got the same treatment like the other guys that spoke to them before you.

The specials revenue will not be more than $2M from Q2. You will find out in August.

Also, there will be no regulatory application submission and acceptance in Q3.

So where will the upside come from? In fact, it will be the opposite. Slow dilution will continue and we will be under 50 or 40 cents by end of Q3.