Actually the ignorance among many oncologists on the new research is mind boggling. About a year ago, I had occasion to be seated next to an oncologist (radiology was his specialty) I new just in passing at an affair we both attended. To make small talk I tried to ask him his opinion on NWBO and immunotherapy in general. To my surprise, he swore by radiology and admitted he knew nothing about immunotherapy research in cancer and would be surprised if it work. I suggested he better start reading or he will be out of a job by the end of the decade!
I was truly astounded at the ignorance among those who should be ( at least reading about) at the leading edge of cancer research among proffessionals..
And lots of time to develop a technology that is the leader in its field, so we could now all reap the benefits and well ahead of all the johnny come lately's.
Frankly, with so many catalysts most of which can happen on ANY given day, all of which would be a game changer and cause huge and very rapid increase in the SP, I don'y know how the shorts sleep through the night. I imagine most of them are turning grey in their efforts to drop the NWBO SP. So far they have been in control, but only to the extent that without any news they have managed to cap the increase in the $7.50 to $9.00 range but not able to bring about a deep cut in SP which most of the shorts desperately need. So I am happy to wait patiently - time is on the long's side as we relentlessly continue to approach the catalysts. In the mean time I continue to see the work of the shorts as a buying opportunity for shares that will be many multiples higher in the future - so thank you shorts, keep up the good work.
I am a long and strongly believe that NWBO will eventually succeed. However I must concede that the shorts have so far managed to keep the SP of NWBO muuuch lower than it should be at this point. By now I truly believed we would be selling at similar SP to Juno or Kite. Any comparison make NWBO look very good. But the shorts have so far mounted a very effective campaign to limit the rise of NWBO SP. Any cursory examination of the typical NWBO trading over the last several months will show steady slow climb from small retail buyers and most movement south is initiated by a large spike in volume from the orchestrated shorting by the large shorts.
So I ask how long can the shorts continue to succeed at this? At some point one or several good catalysts will assert themselves and become irefutable. so long as this does not happen the shorts seem to have enough money to control the field as big money is at stake. What will this catalyst be and how soon will it happen? this is the key question.
Will it be an aggreement with Germany on payments?
Will it be the UK moving forward with the next stage of PIM?
Will it be Woodford (or others) making large investments or better yet starting to buy on the open market in a big way?
Will there be a positive readout from the current DCVAX Direct trials?
Will there be an early halt in the PIII trial in Glio at the interim?
Will there be a positive readout at the PIII trial endpoints?
Will there be some partnering news with huge $$$ up front?
The real question is how long will we have to wait for t he first of these to happen so that the hold of the shorts will be broken?
Anybody know which of these states with Right to Try laws passed or pending, have also approved the right for the treatment to be payed for and what limits if any exist on these payments?
For example many stories are done on imunotherapy for cancer and glio in particular but few if any even mention the lead and most advanced trial. 60 Minutes is doing a story on glio this sunday but I bet it will not even mention NWBO - the lead co in this field, let alone do the main focus on NWBO.
when is tha last time you have seen NWBO on the CNBC ticker? Almost never. Cramer - never looked into it - sure, sure! And the list goes on and on and on ....
I am also very long on NWBO, but I disagree. Juno and Kite went to multi-BILLION caps on just such data WITHOUT a control, just from early testing. "THEY" fear NWBO and are trying (and so far succeeding) to manipulate the stock to keep it down with the help of their hedge fund and journalist pals and some of the media. BUT eventually the test results will speak for themselves - so this can not continue too much longer and the truth will out.
It seems pretty clear that Cramer wants to pry himself loose from his employee Feuerstein as gently as he can and not be trapped into bad mouthing NWBO as Feuerstein has done. I think he sees the writing on the wall but can't just stab his employee in the back and is looking for a more gentle out. The quote from Cramer is: "That is a very controversial stock and it's really in the cross hairs of a lot of longs and shorts. I've got to do more work on it before I opine on it because that is one of those that is a week-to-week. I can't cuff it." Cramer sees that the more research is showing that there is great promise in immunotherapy and vaccines to fight cancer the less wise it is to continue this fight against NWBO who is ib the forefront of this approach.
Well, for a small starter, NWBO finally made an appearance on the CNBC ticker yesterday. That is a rare event, but start getting used to it - and this is actually starting to happen as we speak.
I biught a whole bunch of NWBO options this morning ( in additions to boat load of shares and options I already own.) Go NWBO. Waiting for solid news but I am convonced that NWBO will continue to drift upward even without any real news as the general idea of cancer vaccines and immunotherapy grows on the investing public with the several multi billion dollar buys by big pharma continues for the leaders in this field and NWBO becomes recognized for the leader that they are in this field and the likely future SOC for almost all solid tumors. This is a true revolution happening as we watch with NWBO right at the sweet spot.this stock is just at the take off point - where Microsoft was several decades ago, Google and Apple were a decade ago. Except I believe that the future for NWBO will be quicker and bigger as big Pharma begins to realize that they better get in on this revolution in cancer treatment and start up the bidding wars - except that LP controls some 50% of the shares (directly or indirectly) - and she said she is not selling!
This sounds very interesting and makes a lot of sense for people who really are terminal and have no other hope and are willing to knowingly take the risk of an experimental drug and pay for it. I am not clear if all that is required is action in state law only or does it still require federal legislation as well as the state action? This sounds very much like partial pre FDA aproval for commercialization if the patient signs off on the risk. For NWBO, this could be the US equivalent to the German and UK programs. It now ocurrs to me whether insurance (gov or private) might pay for it like is now happening in Germany.