Replies to post #748623 on NorthWest Biotherapeutics Inc (NWBO)

[norisknorewards]

Glad your issues are with enforcement of laws and not with the prospects of the company. I agree nefarious shorts will continue to be a problem

[skitahoe]

We're all entitled to our opinions, but you're telling me nothing about sales of DCVax-L or the earnings the company should be seeing.

I'll admit the company won't get rich on 1000 batches a year, even at $250,000 which they roughly get for compassionate care it's not all that much, $250,000,000 for which they'd be lucky to see more than $100 million in earning.

If a P/E of 30 did apply and 1.5 billion shares outstanding it's still a $2 share price. I think it will be far better as I don't think the EDEN will be that long and I also suspect that they can make more with an approved product than it's sold for in compassionate use, but the company want to keep cost down, so I really don't know what they're looking for.

Gary

[DJPele]

Do you really believe that a personalized cancer treatment would only net $2 - $5 PPS? Yea, I don't think so.

[Investor082]

I agree with your assessment. Partnership news and PR from only NWBO (and not big pharma) without any cash injection will not lead to any appreciation in share price. The share price wont touch $1 in such a scenario. In fact, markets and shorts will sell the news and the share price will be back close to .30 cents quickly. It would simply mean a ton of dilution ahead and no exit potential for several years.

On the other hand, if a big pharma PRs partnership news with NWBO and injects significant cash into NWBO then we could even hit $2 or higher (depending on how much cash they inject and what sort of deal they strike). Unfortunately, this scenario ain’t happening. Big pharma is not interested and that will become clear soon after UK approval. I also believe NWBO is likely going to get sued before the end of the year as the lies and dangling of carrots catches up.

[dennisdave]

You are seriously underestimating the power of the regulation of DCVAXL

Novocure (NVCR) – Has a $5B+ market cap despite questionable efficacy in GBM.
ImmunoGen (IMGN) – Jumped to $4B-$5B on approval and was later bought out for $10B.
Axsome (AXSM) – Hit $3B+ on a depression drug approval (not even an oncology breakthrough).

If NWBO captures just 10-20% of the $3B-$5B GBM market, that’s $300M-$1B in potential annual revenue. Even at a conservative 5x price-to-sales (P/S) ratio, NWBO would be valued at $1.5B-$5B based on revenue potential alone. Short Squeeze & Retail Demand

NWBO has a large retail investor base that has been holding for years. If approval triggers massive buying and short covering, a spike to $2B-$3B market cap could happen quickly.