Domain: tiger-web1.srvr.media3.us Northwest Biotherapeutics (NWBO) - DCVAX-L Trial | Page 3 | Money Talk
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re: Northwest Biotherapeutics (NWBO) - DCVAX-L Trial

Posted on 5/9/22 at 3:59 pm to
Posted by molsusports
Member since Jul 2004
37371 posts
Posted on 5/9/22 at 3:59 pm to
Very excited and nervous for tomorrow.

For the people who enjoy reading tea leaves note the following:

LINK

If anyone interested searches the above you will find NWBO has a sizeable and centrally located booth reserved for the June ASCO annual meeting. The company value is hard to separate from the current data.

LINK and. LINK

From above note the MHRA license was received in December of 2021. It is possible they have ducks lined up for manufacturing in alignment with positive data.

And below find information about tomorrow's talk:

LINK

quote:

presentation entitled "Autologous Tumor Lysate-Loaded Dendritic Cell Vaccination for Glioblastoma" will be made on May 10, 2022 at 11:10 a.m., by Dr. Linda Liau at the Frontiers of Cancer Immunotherapy Conference of the New York Academy of Sciences.



High risk? Still yes.
Posted by Fe_Mike
Member since Jul 2015
3764 posts
Posted on 5/9/22 at 4:05 pm to
Really have no idea what to think.

The action this afternoon doesn’t shock me - certainly no way I would have been a buyer at these levels. I think people are really thinking we’re not getting TLD tomorrow, and I’m starting to lean that direction. And if that’s the case, stock price is back to $1.

I’m gonna be pessimistic and just convince myself it’s not happening tomorrow - then hopefully be pleasantly surprised. Either way, we were trading at a dollar before this TLD excitement last week so if it doesn’t pan out and we’re back at a dollar tomorrow, net zero.
Posted by molsusports
Member since Jul 2004
37371 posts
Posted on 5/9/22 at 4:10 pm to
quote:


I’m gonna be pessimistic and just convince myself it’s not happening tomorrow - then hopefully be pleasantly surprised.


I am trying to adopt the same attitude but find myself bouncing between optimistic and pessimistic.

I will be okay if it is a complete failure. Disappointed but okay
Posted by Fe_Mike
Member since Jul 2015
3764 posts
Posted on 5/9/22 at 8:15 pm to
As if we needed more twists…

Dr. Liau apparently has Covid and can’t give the presentation tomorrow. Another doctor involved in the trial is stepping in. Company confirmed he will be delivering the same content, whatever that is.
Posted by molsusports
Member since Jul 2004
37371 posts
Posted on 5/9/22 at 8:38 pm to
In light of that I find myself very skeptical that meaningful information is going to be presented. Which probably means an abrupt dive in stock price at opening tomorrow
Posted by Fe_Mike
Member since Jul 2015
3764 posts
Posted on 5/10/22 at 8:28 am to
Well, Dr Reardon just made an opening remark at the conference saying “we’ll hear about one of the more promising vaccines for GBM a little later today”.

That is certainly optimistic. I’m flip flopping how I feel about today every 10 minutes.

Either way, very short term, prepare to get crushed at the open if TLD isn’t announced right away.
Posted by Fe_Mike
Member since Jul 2015
3764 posts
Posted on 5/10/22 at 9:26 am to
There was the raid I was expecting and the recovery.

Data release just confirmed - presentation will contain the trial results.

Hold on to your butts.
Posted by Lightning
Texas
Member since May 2014
3118 posts
Posted on 5/10/22 at 9:36 am to
Presentation starts at 11:10am Eastern
~30 minutes to go...
Posted by Fe_Mike
Member since Jul 2015
3764 posts
Posted on 5/10/22 at 9:38 am to
shite I’m nervous.
Posted by Fe_Mike
Member since Jul 2015
3764 posts
Posted on 5/10/22 at 9:41 am to
Just fyi, if anyone is still watching this on the fence, really good entry point at $1.40 right now. Could run back up to $1.80 right before presentation for a short swing. Or if you’re looking for the binary, you’re risking $1.40 for potential return of $3-5 in a matter of hours. If you’re getting in now it’s literally gambling but it’s better odds than anything you’ll get in a casino if you’re into that kinda stuff ha.
Posted by Lightning
Texas
Member since May 2014
3118 posts
Posted on 5/10/22 at 9:45 am to
It does seem odd to make a big deal presentation if the trial results aren't good. I was thinking they may punt again and not actually release TLD but their statement makes it sound like they will be now.
Posted by Diseasefreeforall
Member since Oct 2012
7306 posts
Posted on 5/10/22 at 10:15 am to
I'm watching the conference and Mulholland is presenting the final results.
Posted by Fe_Mike
Member since Jul 2015
3764 posts
Posted on 5/10/22 at 10:28 am to
Stat sig results in newly diagnosed and recurrent.

Met primary and secondary endpoints with stat sig.

Stock tanks. Very interesting.

I guess the market hates the new endpoints and external control arm. Only thing I can think.
Plus the presentation starts by saying it didn’t meet the original PFS endpoint, though that was already assumed.
Posted by molsusports
Member since Jul 2004
37371 posts
Posted on 5/10/22 at 10:37 am to
quote:

Met primary and secondary endpoints with stat sig.



The stock price can do what it wants. As many retail who sell? There should be buyers.
Posted by el Gaucho
He/They
Member since Dec 2010
58763 posts
Posted on 5/10/22 at 10:49 am to
What happened here
Posted by Diseasefreeforall
Member since Oct 2012
7306 posts
Posted on 5/10/22 at 10:53 am to
quote:

The stock price can do what it wants. As many retail who sell? There should be buyers.


The current market cap of well under $800 million does seem very cheap.

With such massive volume the last 7 days, price movement this morning was probably mainly from day trading, and likely algos but I'm no expert on that. I do know that short term traders definitely use stop losses and once they start getting triggered it's over the cliff.
Posted by molsusports
Member since Jul 2004
37371 posts
Posted on 5/10/22 at 10:54 am to
Stop loss selling may be taking over.
Posted by Diseasefreeforall
Member since Oct 2012
7306 posts
Posted on 5/10/22 at 10:58 am to
Volume of 30M for an OTC that trades around a buck is absolutely nuts.
Posted by molsusports
Member since Jul 2004
37371 posts
Posted on 5/10/22 at 11:06 am to
A lot of flippers who bought in over the last few days just panicked. We may see it rebound today or maybe not. The whole market is terrified
Posted by Fe_Mike
Member since Jul 2015
3764 posts
Posted on 5/10/22 at 11:08 am to
Very small portion of float though.

Yeh I’m really baffled by this sharp drop. The only “new” information here was that the trial met the new endpoints. Market is acting like it didn’t know the endpoints had changed but that has been common knowledge since data lock.

These results really were pretty much exactly what I expected.

Oh well - price is back to the same level it was at prior to this TLD excitement. Was hoping price wouldn’t tank but it is what it is. Now we start getting the real news like BLA, 501k etc.
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