Replies to post #693144 on NorthWest Biotherapeutics Inc (NWBO)

[manibiotech]

Completely agree

[newman2021]

Excellent DD dd ; great Find and Deduction of Facts; keep it up!

[Investor082]

“in my opinion, that is because NWBO has arranged for a third party prepared to sell DCVAXL under a license.”

- That makes the most sense given their posture. Otherwise NWBO would have started hiring key members across critical business functions months ago. Look at Advent, for example.

[CrashOverride]

That statement was not in previous 2023 10Q either. 10Q are abbreviated and do not contain everything that's disclosed in the annual 10K report. I wouldn't assume we have or do not have a partnership based upon the Risk section of 10K or 10Q.

We know they're under discussion at this point. Any actual deal will be disclosed, within four days of being signed, in an 8K as well as Press Release. It's an obvious material event that fundamentally changes our company so it can't be left for shareholders to deduce from comparing 10Q to 10K.

Management own 300M shares so wouldn't want to hide such a deal.

They hate the current share price like everyone else who owns this company.

So we will all know about such a material event upon it occurring.

[learningcurve2020]

>>Form 10-K requires disclosures of risk factors under Item 105, but Form 10-Q also requires disclosure of any material changes since the last Form 10-K (for all companies other than smaller reporting companies).

[biosectinvestor]

I generally agree with this though not with the point that it’s not relatively typical of a microcap development stage biotech without an approved product yet to warn that changing to a commercial company, including sales staff, and the lack thereof is a risk factor. Many of these companies are merged are bought, so yeah, not atypical, IMHO.

But your point that its removal suggests something significant has likely occurred of which we have not been made aware is a good insight.

[Doc logic]

dennisdave,

We may have been receiving some significant hints from what Walgreens has been doing and management has mentioned about DCVax. Merck’s buildout for vaccine capacity can be discounted perhaps to some degree by some rational thoughts but not completely with regard to DCVax-L or the concept of franchising suggested by MWBO. Best wishes.

[Kam8]

Hope you are right and $16+ . Cheers

[XMaster2023]

While I would never say a sales staff is not necessary, Will not the revised SOC dictate the use of their product? In addition, I don’t believe there are many Neurosurgeons who don’t know about DCVax-L. Actually, I would be more concerned about exceeding the manufacturing capacity almost immediately after approval. Now for the off label use of DCVax-L, the sales staff will help. However, I believe they will have enough issues with scaling production up.