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SemperFITrader

03/21/26 7:44 PM

#818814 RE: Baxers #818791

Baxers, excellent research, I missed the 3 CHM meeting and had only assumed two meeting took place. All your timelines setup perfectly, I will be watching how trading transpires into April assuming no deciion by then.
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10baggerz

03/23/26 12:18 AM

#818869 RE: Baxers #818791

I agree with your timing analysis. One thing I would add is the ECA guidance timing.
Obviously the MHRA CAN approve before the final guidance is released, but with this being a first-of-its-kind approval (external controls + a personalized cell therapy), MHRA may  to wait until the new framework is in place to protect themselves and make DCVax the first approval clearly operating under the new rules.NWBO basically stated this in their June 30, 2025 10-Q:If the science was effectively settled at the Nov 2025 CHM, it wouldn't be surprising if the final administrative step lines up with the April 28, 2026 (or before) ECA guidance effective date.Your CHM timing comps + this regulatory timing both point to the same window and I don’t think that it is a coincidence That the MHRA is taking all of its statutorily allotted time. Maybe NWBO itself, or at least GZ in his comments to me and other shareholders about being MORE FRUSTRATED THAN ANYONE, doesn’t realize that the MHRA is essentially stalling until final ECA guidance is released.GLTA
Bullish
Bullish
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Flexroy

03/23/26 9:18 AM

#818884 RE: Baxers #818791

This datum needs to be shared more widely. Investors should be very excited for April
Bullish
Bullish
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FrostyIsland3

05/07/26 7:16 PM

#824939 RE: Baxers #818791

We are now at May 7, 2026. That is 161 days since the 2nd CHM meeting ended on 11/28/2025. What do you think is going on?
Bullish
Bullish
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SemperFITrader

05/07/26 8:42 PM

#824944 RE: Baxers #818791

Bax, now we know DCVAX was not discussed late April for the 3rd time, now we wait for March discussions or approval happens before next CHM summary minutes. So we got 10-Q coming out May 15th then followed by lapse of the 10 Million payment if May 21st comes and goes that LP would have to fork out. Is the Magic week going to be the week of May 25th? If we get into June then what next ?

"We know from published minutes that DCVax didn't get discussed at the January 29/30th CHM. But it could have been discussed again at the February 26/27th CHM (which would be similar to mRESVIA's 83 day gap vs a potential 91 day gap for DCVax if it was discussed - the difference in which comes entirely down to the pre-planned CHM meeting dates). Based on the MHRA publishing schedule we wont know if DCVax was discussed a 3rd time until mid to late April as it takes 6-8 weeks. Nevertheless, whether DCVax is following a 2 or 3 CHM meeting schedule, I believe that the end result (if the maximum 210 Day statutory clock-on limit is used) will still be around the same time, end April/ beginning of May"

I see my Alias is now changed from Branster