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.
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!
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 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.
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.
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 guess we think alike because that is what I ended up doing yesterday - bought the Jan 17 $5 calls. I think it is the best bang for the buck and limits your downside, The thing you give up by not getting the stock is that the upside better materialize within 2 years which I believe is more than ample.
Is there any way to get the audio on this panel that Linda will be a part of after her presentation? Any links? If not, is anyone present at the conference who could summarize what is being said by the panelists? THanx.
Buzz, I have a decent background in math and I am eager to read these peer-reviewed journal articles that describe how to do the math. Would you please provide the cites or links to several of these articles so I can learn more about this interesting topic. Thank you.
AB, you say "he has bought 1.4m shares in addition to his investment @ 5.79" did this info come from the funds disclosure of its holdings? If not, where did you get this info? This was really the point of my question. If Woodford is now an insider then we can keep track of any of his additional purchases as these would require insider disclosures,
And I do not think that is happpening. I am not experienced in options, so I have another question. Assuming things get more positive as time progresses, Is there any reason at all to exercise the options sooner rather than later rather than waiting for a time near the expiration of the options? This of course assumes that you continue to believe the future continues to be rosy for NWBO. In the question I assume that I will eventually be excerising the options and not selliing them because I believe that when near expiry of the options the stock will be much higher than now, nevertheless there will still be a huge profit to be made by holding the stock well beyond 2 years while the commercialiaze the DCVAX products and become the SOC and go on to conqeur the market and eventually take away much of market from chemo and radio therapy. this will probably take several more years.
Thanks for the advice. Btw, I do not trade, I hold medium to long term usually. Also I CAN "pay" but I wish to control a max number of share given my available funds.
I thought that LP directly or indirectly owned about 50% of NWBO. This would not be apparent from the MorningStar data you reported?