News Focus
News Focus
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dbing

05/07/25 6:20 AM

#766350 RE: dbing #766349

Full disclosure I own 9.4 million shares.
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dbing

05/07/25 7:14 AM

#766354 RE: dbing #766349

Les Goldman who just turned 80(he’s in great shape, so he’s more like 50)the cfo/chief legal officer/head of fundraising / a lot more who I speak to often doesn’t need to to work 18 hour days like he does now, he was a managing partner at Skadden Arps and a key government official so I’m sure he can be playing tennis all day ( he’s a great tennis player I hear ) and he has done fantastic in his career and is good to go financially. He doesn’t need this job or responsibility but is doing this to better the world and I’m sure to leave a legendary legacy. Linda as well, she might get a little to close to the cuff with the whole advent /nwbo relationship but in the end it’s actually saving the company money because they get tremendous value and logically Linda is vested big in both of them so I’m sure DCvax is handled very well. Do your due diligence, see how much a top notch cro costs for a major trial no to mention the ucla etc university costs for a trial of this magnitude. I for one am ecstatic about the cap structure of the company , every finance deal made has been very competitive and of course it caused dilution but this is biotech on the verge of something huge not a lemonade stand. Don’t listen to the nobodies on this board talking about dilution or efficacy of Dcvax, company finances . Biotechs accrue debt and dilute because that’s what it takes to develop and manufacture game changers” like DCvax.And don’t even get me started with the $$$ they are going to receivefrom this lawsuit. Recently they’ve been mentioned in many major media illegall shorting etc. articles with amc etc so a lot more eyes on this. Not to mention Citadel ,Virtu,Nite etc are actively on a pr campaign blaming negligence because trades were going through a dark web (whatever that means) They are clearly trying to keep the judgement against them to a minimum. Good luck with that Ken Griffin who said he determines the values of companies with his market making activities.Whatever settlement or judgement they receive which could be potentially north of 2 billion bucks(this can be justified with the day the stock went to 2.50,and back down to .35 on news of great data).This is all non dilutive funds that could very well fund the companies development and manufacturing costs and then some.
Bullish
Bullish
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manibiotech

05/07/25 7:53 AM

#766360 RE: dbing #766349

Unless there is approval by that time , no presentation will move the stock . We have seen it enough times . So why don't you buy another million shares since presentation is happening for sure and you already know they are presenting new data and that it will certainly move the stock . Seems like win win , zero risk opportunity to make quick profit. 
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FeMike

05/07/25 9:10 AM

#766368 RE: dbing #766349

dbing said:

Look at the title of the presentation, the first word is literally 'new'


Title of the presentation:

Next Generation Dendritic Cell Treatments to Improve Anti-Tumor Response


Oh man, you are just an absolute treasure. Please post more. What great fun.
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exwannabe

05/07/25 2:10 PM

#766472 RE: dbing #766349

My man I really hate these boards but the break up value of Nwbo is 3x the price it is now fully diluted which is .90 a share give or take. June 8 is a presentation at New York academy of science given by our coo Marnix Bosch ( who is very intelligent and a great speaker , I’ve met him several times ). The title is Next Generation Dendritic Cell Treatments to Improve Anti-Tumor Response.we know by the title they are going to present new data not old rehashed shit. So I think the next big move is June 8th ( I think that’s the date).


Since the "Next Gen" DCVax is not in the clinic, what he will present will be some descriptive info, ex-vivo assays and maybe mice data. That does nothing for the market. It is good to see NWBO shift focus to something not from the 20'th century though.

As far as NYAS as a site. That is huge. Clearly that alone insures a nice reaction. How could it not?

As far as 3x breakup value, that is a joke. Outside of -L value they have virtually zero.

. The Direct program that is being relaunched and still pre-clinical,
. The Roswell program they recently inlicensed for under a couple million dollars in potential milestones.
. Flaskworks that they picked up for $2M and clearly are having a hard time developing as they had to give up on thir previous attempt to address weaknesses. And it is nothing special, plentty of other automated cell manbufacturing systems exists.

Oh, if you are going to say Sawston, think harder. The GMP facility is under long term sublease to Advent. So that is worth $140k/year. The rest of the building is just a building that they rent.