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skitahoe

10/12/24 7:13 PM

#725771 RE: GoodGuyBill #725745

GGB, what you're bringing up fits nicely into the discussion of problems, and non-problems.

In most cases, when a problem is solved, that ends discussion of it. During the many years the company has been in business, many problems have been resolved.

Non-problems can never be fully resolved, because people just keep asking, in spite the fact that they were either never a problem, or were, but were completely resolved. No answer is deemed to be sufficient.

Things like, When was the last time you beat your wife? No answer is forever.

In the case of NWBO many problems have been resolved by working with the regulators to modify how the trial was to be run and evaluated. No company discloses all the changes they make with the concurrence of the regulators, they put out modified guidance, but they don't say all that went into arriving at it.

While the problem has been resolved, in NWBO's case, the resolved problems answer isn't fully accepted, so it just becomes a non-problem.

Things like UCLA's vaccine not being DCVax-L, or the trial being for PFS, just never go away. These non-problems just keep being asked, and answered, but there is always someone who asks it again. Perhaps if the company answered it might be accepted, but the company simply isn't going to tell investors about all the discussions they have with the regulators, etc., and how they're resolved.

Gary
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Hopeforthefuture3

10/12/24 7:49 PM

#725776 RE: GoodGuyBill #725745

Goodguybill, aree with some of what you posted but not all
1 yes they did complete the trial but way later than most here predicted. Results were solid but not 'spectacular' at median nearly 3 month improvement in OS. 13% 5 year survival better than double accepted averages - very good but far lower than what was expected on this board. I regularly got roasted for posting 20%-25% 5 year survival
2the did release tld at NYAS but was handled very poorly by nwbo PR department. Should have had a PR touting a couple good items as summary tld with more to come with full paper - they did not and shareholders suffered
3 flaskworks is hardly a done deal as at asm was still in design and testing mode - submission is based on manual method which imo is fine for now
4i agree I think they have the patents
5 they did eventually get to the finish line but imo years late. Data lock in 2020 yet SAP took way long and only 1 submission by end of 2023, may get 1 approval in 2024(I hope) but could take into 2025 (this on MHRA I believe unless nwbo is slow on answering questions) in 2015 nwbo was listed on NASDAQ worth 1 billion in market cap with under 100 millions shares outstanding. Now on otc, 1.2 billion shares and mc of 350 million. Don't think they are going to bankrupt any one nwbo has made it but they are the one in financial difficulties
To me this does not seem like great management but to each their own