Replies to post #776900 on NorthWest Biotherapeutics Inc (NWBO)

[montelo3go]

From your lips to God s ears

[seekinganswers]

Literally 0% of that happening.
But hey, you go with that.

[beartrap12]

attillathehunt, I like your scenario for approval, though I always worry about giving shorts an entire weekend to plot. Hopefully, management will have a series of PRs to release so the good news keeps on coming.

I find it interesting how management often mentions that they have many patients waiting for DCVax-L. In the annual report:

The Company receives an ongoing stream of requests from patients and physicians for compassionate use of its DCVax products for a variety of cancers and patient situations.

I think compassionate use started in 2023 ??, and I believe this program has given them recognition in the UK and abroad. I believe the company has a good sense of the demand for DCVax-L which is reflected in their recent (last two years or so) attempts to seek out more space for manufacturing, even going outside Sawston. I believe NWBO and MHRA are preparing for a much bigger opening for commercialization then they expected back in, say 2022. And let's not forget, they have also been talking to companies in the US about manufacturing space.

Annual report:

Potential Manufacturing in the US.
During much of 2024 and Q1 2025, the Company has been in discussions with a series of half a dozen independent parties with GMP facilities in diverse areas of the US, to obtain capacity and availability for potential manufacturing in the US. The manufacturing is initially contemplated to include DCVax-L products and DC products involving the IP in-licensed from Roswell Park and the University of Pittsburgh. ?

The quarterly in May, reiterated this, but emphasized that manufacturing in the US would begin with in-licensed trials.

[skitahoe]

I like your scenario, though it would be very unusual to announce an approval after the bell on Friday, that's normally when you throw out the garbage. If they were to do this, I also would wish they'd do the unorthodox thing of hosting a webcast on Saturday or Sunday to discuss the approval, and what will be upcoming. Often such webcasts are done before the open on Monday, but I'd really like to see it at a time when all could listen in, like middle of the day on Sunday.

Your suggested share prices may be a bit high unless there is a lot of additional news, and that could be what's discussed if they held a webcast. I do believe that we'll gap up and very probably have trade halted for a significant amount of time as the MM's try to balance their orders.

I hope none of the longs here sell too low, but I'm sure the temptation will be great. Personally I'll not put a share up for sale below $5, and those would be from the Roth if I believe it will retrench below that level. No less than $10 in the regular account.

Gary