I can tell you there will be no big pharma buyout or partnership (with cash injection) speculation anytime soon. LP will disappoint when she announces the combo trial, where it becomes clear that big pharma is not providing any upfront cash injection. In fact, big pharma won’t even PR this news. So that will be the end of a meaningful big pharma tie up and I doubt share price will recover from that point on as it becomes clear that exit is unlikely.
Unfortunately, none of the other news will have any impact on NWBO share price, whether it’s Oncovir partnership or anything else. We know Flaskworks is not going to get approved for commercial production until 2026. Plus NWBO has no money to deploy a bunch of these units even after they receive commercial approval for Flaskworks in the second half of 2026, provided everything goes according to the plan and we are lucky.
No hiring in the UK indicates LP does not expect meaningful uptick in commercial revenues in 2025. There won’t be any NICE reimbursement in 2025 either. LP could have started that process 18 months ago, but she didn’t. Tells me all I want to know.
Although your $90M annual revenue BS meter starts soon!