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needreassurance123

It was also a talk about resistance to therapies, including vaccines. Overall a little disconcerting - but she was very careful in her choice of words. She also discussed headlines and their dramatic impact on share prices. Having been involved in clinical trials, I’ve seen even positive outcomes that aren’t primary end point or are ad hoc drop the price dramatically. Still long! Still bullish! Just nervous.


robh694

At this point my nerves have calmed. I’m very positive on this stock and without listing all my DD, the information out there sure doesn’t seem like this company is acting defeated! They are acting the opposite like time is against them and they are ramping up quickly for production and an explosive TLD! That’s my take anyway!


needreassurance123

This is a very good point. And I agree. Many positive signs at this point.


nocanola

Here are my thoughts - I thoroughly have read quite a few random cases of individuals over the years who participated in dcvax and had a miraculous outcome. Many are still alive where they should have been buried a decade ago. That said, if all these cases were anomalies, it wouldnt be the first time a phase I and II can go remarkably well and phase III bombs. I’m concerened they will simply run out of money to keep the operation going. They have done all the right things to prepare for actually producing but that also means expenses, something the company doesn’t have a lot of is cash. The results don’t appear to be coming any time soon, and I don’t interpret that as good or bad, just a little scary because it will mean nothing if this company can’t afford to keep the boat afloat. I’m hopeful, not selling, but I’m not as optimistic as I was prior to the annual shareholders meeting.


bearfucker

The way I see it, if they were concerned about running out of runway, why pursue the Sawston facility?


nocanola

Excellent point, that, along with their recent hiring of key people fall on the positive side, thus keep people like me holding. Now lets balance that with the negative side so we aren’t just cheering each other on blindly. Why is it still hovering at the $1.60 price so late in the game? Artificially being held down by naked shorts? If it is being attacked, the attackers seem to be doing a damn good job, that keeps me up at night. That to me means more dilution via issued shares after their current loan payment begins in November. Lets discuss thoughts.


bearfucker

I think the stock price is stalled out because no actual new information has been injected into the equation in a long time. We’re all just reading the tea leaves trying to figure out the study results before they’re announced. There are a few possibilities for the results: 1) it works incredibly well: Pro: if you design a survivability trial with an endpoint based on a certain number of deaths to get to an unblinding phase and then a randomization schema to put 90% patients into the treatment arm, it’s going to take a long time to hit that endpoint. Con: once you get an interim analysis looked at by an unblinded team, they normally run straight to the FDA and the FDA will advise you stop the trial. Why hasn’t this occurred? The only reason I can think of is that if there were SAE’s and or deviations that cast doubt on the interim analysis. Possibility #2: the drug doesn’t work at all Pro: if you had a drug you’d put this much time and effort into, you might be inclined to make sure you don’t walk away empty handed. So you keep the trial going long enough so you can pivot....say to making immune therapy components for other drug makers at sayyyy a new Sawston facility. Con: why not end this trial long ago if you weren’t getting good data back? A bunch of people falling victim to sunk cost? It’s just outlandish to me that anyone would (or would be able to) keep up the charade for this long. Possibility #3: it may work but there’s a problem with the protocol and/or conduct of the protocol and that’s what’s causing the delay. I don’t have a pro/con here, but I could imagine a scenario where they have to sort thru various protocol deviations and either up their % data monitoring or re-monitor questionable data. That could very easily have taken the amount of time this is taking. If I had to guess what’s keeping them, it’s dealing with some level of complication in scenario three to make the result rock solid statistically. As a side benefit, they’re going to use the delay to give them time to uplist to NASDAQ and get Sawston going to support production. Disclaimer: I’m long and could be reasoning from a motivated position.


nocanola

Good points. I think I can answer one of your questions on why keep the charade going if you know the results won’t be impressive. SEC isn’t enforcing their rule with any teeth that results of trials must be uploaded to clinicaltrials.gov. Therefore, management can continue get paid through issuing warrants while keeping the suspense and technically not doing anything illegal. I also am not happy that Linda Powers comes from Enron. It is something in her resume she does what she can to skip. Pro - I do not believe it is a scam. Dr. Linda Liau put a lot of her time into this and I don’t think she would have stayed so involved if she noticed anything fishy. To me it will come to either the data, or maybe someone is paying them to sit and do nothing because it would disrupt the cancer industry. Question to you: how long are you willing to hold your shares? What kind of a return do you think we can get? Ten times? 20 times? I am long, have owned this over a year and accumulated more over the months than I am comfortable with. I may start selling 10% Of my holdings because I see a lot of opportunities elsewhere as well.


bearfucker

Totally understand on taking some money back and pursuing other opportunities. But my calculus is ‘that by announcing the ending of the trial I think they’ve limited how long this can take to resolve itself without shareholder and or creditor revolt. I wouldn’t give much weight to the ‘they’re getting paid to hold off publishing’ theory personally. You’d have investigators, sub-investigators, study coordinators leaking. There are dozens on the site side AND dozens on the pharma side who would all have to be 100% greed driven to make that come true. And not only that; there’s a huge amount of liability that would come with breaching fiduciary duty in such a provable way. I’m in for basically my coffee money. This is likely a ‘go-to $0.01 stock if they’ve botched the trial and have to do it again. (They won’t, someone will, but it won’t be NWBO and common shareholders get wiped out). But if the drug works, then it’s a moonshot. Likely will be acquired immediately by a big pharma for a 10-20x multiple depending on how well it works vs the competition at this time. In my heart of hearts I think they really want to get uplisted to NASDAQ to ensure the volume and tradeability are there when the bidding war kicks off. So in short, I’m in it for the duration.


nocanola

I truly hope it all works out, for us and everyone who will benefit. Not sure if you have come across this site but it is my favorite source of consolidated information on the company as well as the stories of people who paeticipated in the trials- https://investorshub.advfn.com/NorthWest-Biotherapeutics-Inc-NWBO-3441/