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hankmanhub

11/06/25 3:29 PM

#796613 RE: hankmanhub #796607

One more point I should add: Even you wrote: "as FEW buyouts are for more than double the market cap prior" So even you seem to indicate it does happen sometimes. I suggest to you, that this is going to be one those that will be the exception to the rule. The obvious reason - the tremendous risk/reward possible here on the opportunity of many decades in the revolution in cancer treatment. The reward will go to those biopharma who jump first - to the regret of those that jumped last.
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skitahoe

11/06/25 4:02 PM

#796622 RE: hankmanhub #796607

Hank, I agree it can happen. Before any buyout occurs the buyer would certainly gain full exposure of what the company is doing under confidentiality. If nothing happens they're still prevented from revealing what they've learned.

I believe that LP knows we'll be approved in the future, she may even know the label, if it's been agreed upon, but she doesn't know precisely what day. A buyer or partner who's also privy to all this information might make a move before it comes to pass, but I don't believe any company would pay 100 times the current price, and I think that's the least that LP would take.

I think it would be a stretch to get ten times the current price, but if justified, all we'd need is something over $2 to work. I don't believe that occurs, perhaps 3 or even 4 times the current price is possible, but it's very rare.

The key isn't what the buyers believe NWBO's worth, it's that they can sell their shareholders on the fact that paying multiples of the current price is a good deal because of what they're getting.

The more I see of NWBO, the more I think that LP is building a dynasty. I'd not be surprised at all if shortly after approval she finds a way of rolling in other companies, one being the biotech she owns, but Oncovir could certainly be another target. Frankly it's amazing how things are coming together. No one I'm aware of had any idea the UK would approve hub and spoke manufacturing, yet it's now approved and it's a model that greatly limits the size of a major manufacturing site because you can have virtually thousands of spokes everywhere. I think more hospitals have both cleanrooms and cryogenic capability than don't. I believe even the oncologists office where I was treated had cryogenic capability, and they may have even had a tiny cleanroom on site.

It's a beautiful plan to grow dramatically at relatively little expense to the company.

Gary
Bullish
Bullish