Replies to post #737038 on NorthWest Biotherapeutics Inc (NWBO)

[RobotDroid]

Yep, inept mute worthless lp already said they won't pr anything other than approval. So no pr's in 2024.

[HappyLibrarian]

Look at the latest Q for evidence that they have a slew of good news they could PR but are choosing not to. Combo deals. Direct restart. RP trial expansions. etc.

I don't agree with that strategy. I think it is selfish, ignorant, short sighted or sleazy of LP to continue diluting at these prices while sitting on good news; but, that is their strategy nonetheless.

PRing is not enough if that is far as they are willing to exert themselves because the market has a ‘show me’ attitude with NWBO.

In other words, most of those good news items are not necessarily worth PRing so long as NWBO proves unwilling to engage more closely with the media and attend investor (not just scientific) conferences etc.

We know this from hard experience with supposed binary events / supposedly huge catalysts that fell flat because of the desultory way they were handled on the PR side by the company or who they outsourced the presentation to.

So if big news items have had next to no impact when poorly released using NWBO’s chosen PR strategy then how much less would dribs and drabs of smaller news do for us?

It is December 2024 and the DC-Vac-L trial started longer ago than some adults have been alive.

Many who invested in NWBO as young men and women are now middle-aged and many who invested in middle-age are now elderly and looking to their heirs to realize the benefit.

In this context, the market could care less about small PR potatoes from a company with an history of false dawns.

What I pray they’ve been doing during this extremely long wait is figure out how to make MHRA approval resound in the media and generate a huge return for shareholders (as measured by the SP). We have waited long enough, whether it is 5 years or 10 years or 15 years.

I emotionally resisted for NWBO to whiff on getting a truly huge (and permanent) SP increase with MHRA approval. As annoying as it will be I am ready for the usual voices to gaslight us and just move the goal posts to FDA approval. As always I truly desire for this time to finally, finally, be different.

[Investor082]

The problem is none of those future PRs (after UK approval) will be earth shattering or even meaningful from a shareholder perspective by any means. There will be no non dilutive cash attached to any of those combo or Direct deals. So where they will find the money to run these trials? Just their normal ongoing operations and so on require about 150M shares in dilution per year (as reflected from 2024). And that does not even include investment in building a team to commercialize L in the UK. Forget about RA submissions in EU and Canada and all the associated costs there. I just don’t think any of the trials will get off the ground in 2025 due to funding issues. So the markets will simply dismiss the future events as they did with Roswell Park announcement and others. Shorts might pounce on the UK approval spike because they know there will be ton of dilution in 2025 and beyond.

LP has simply dangled a carrot to recruit more bag holders post UK approval. Their long, rich history is indicative of a nothing burger. Also, that’s the reason why making those announcements now will have no effect on the share price since there will be no non dilutive cash attached to any of those deals. Hence, markets will dismiss it anyway. At least, holding it back after UK approval gives her an opportunity to create a hook for shareholders to stay on post UK approval!