skitahoe
58分前
I don't know the goals of most people here, or if in fact, they've already largely have been attained. If your goals are largely attained, then diversification does help in reducing risk. On the other hand, if you're still working to meet your goals, as I am, I doubt if you can pick say a dozen companies and average say 10 baggers over a couple years as their average.
Frankly in the $5 to $10 range I'd have far more than a 10 bagger, and I believe I'll have a 100 bagger by the end of the decade. In the $5 range I'll have met my goals, but to diversify would cost a lot in taxes and frankly I doubt if I'll know of better places for my money.
When NWBO reaches double digits, I'll be looking for opportunities to sell out of the money covered calls and the gains there may go to diversifying. If we should be bought out and the gains couldn't be deferred, then I'd very much diversify my investments. Otherwise when I'm no longer here, each of my kids will get a sizable inheritance and if tax laws don't change, they will get a new basis as of that day.
I don't mean to say I'll not enjoy the share price growth, I will. The cost of river cruises through Europe, or cruising on top line ships will only require pocket change once we're into double digit dollars. Imagine selling calls on 5% of your holdings and buying a luxury electric car for cash, that's my intention. Much the same to go on a first-class vacation anywhere in the world. I don't believe it will be much longer before it's possible.
In other news the UK and US are collaborating more closely, see this:
https://www.gov.uk/government/news/unique-liaison-programme-set-to-reinforce-close-collaboration-between-mhra-and-fda?utm_medium=email&utm_campaign=govuk-notifications-topic&utm_source=95982d69-cc79-409a-a44a-cac5e2e70ff4&utm_content=immediately
I'm not suggesting that NWBO had anything to do with this, but who knows, it may have gotten them talking. I believe that once we get UK approval things will start to fall into place fairly rapidly. By this Fall I believe we'll be a very different company.
Gary
GoodGuyBill
5時間前
Yes, they’re taking a chance. But it’s the least bad option for anyone sitting on legacy synthetic exposure. Closing out over time isn’t possible when the float is locked, borrow is thin, and every uptick forces mark-to-market pain. Their only viable strategy is delay.
If approval hits, or a BP deal materializes, or the lawsuit lands in NWBO’s favor, the problem for them isn’t “losing profit.” The problem is forced reconciliation, which mens synthetic exposure has to be delivered, swap obligations have to be unwound, fails and locates have to be cleaned up, inventory mismatches get exposed. That’s why they suppress sentiment now — because once a catalyst hits, they lose control of the tape.
A BP deal brings real buyers with real size, which blows out any containment strategy. Approval creates institutional demand and removes the uncertainty they rely on. The lawsuit validates the entire pattern of trading behavior and forces discovery they absolutely do not want. Yes, they’re gambling. But from their side, delaying/waiting is safer than trying to cover into a thin float with a binary catalyst ahead. That’s the whole play.
What happens when DCVax-L is approved, NWBO wins the lawsuit, and a BP partners with NWBO?
KRISGO
7時間前
Confirmed no dilution was reported throughout last week. Based on today's volume (1,412,437), my expectation is that today will also be a no-dilution day, but we'll reassess once the data is available tomorrow.
It appears there was no dilution reported last week, although I'll verify the outstanding share count again on Monday. If confirmed, this would be the first week since February 2026 with no reported dilution.
Monthly breakdown:
June 2026 (to date): 5,032,241 shares (1,674,579,694 - 1,669,547,453)
May 2026: 31,330,471 shares
April 2026: 21,740,923 shares
March 2026: 17,732,625 shares
February 2026: 7,853,985 shares
January 2026: 22,808,837 shares
Total Dilution (2026 YTD): 106,499,082 shares
Current Outstanding Share Count: 1,674,579,694 shares
flipper44
9時間前
I don’t know, Deepash uses the word in the second response to TheFollower. I don’t see that as interchangeable as you do, but what do I know. Maybe he was in Deepesh Mode? 🙂
Anyway, here is Google AI.
The MHRA does not use these terms interchangeably when evaluating a Marketing Authorisation Application (MAA). They define distinct legal and operational entities in the pharmaceutical framework.Here is how the MHRA differentiates them:
1. Sponsor Role: The individual, company, or institution that takes responsibility for the initiation, management, and financing (or arranging the financing) of the clinical trials.Focus: Clinical development, trial oversight, and regulatory compliance during testing phases.
2. Manufacturer Role: The entity or licensed facility that physically produces, packages, or tests the drug substance and the finished medicinal product.Focus: Strict adherence to Good Manufacturing Practice (GMP), quality control, and release specifications. Manufacturers must hold a specific Manufacturer’s Licence (MIA).
3. Company / Applicant (MAH) Role: A broader corporate term for the entity that submits the MAA and will ultimately hold the Marketing Authorisation (MA). Once approved, this entity is known as the Marketing Authorisation Holder (MAH).Focus: Commercial stewardship, ongoing pharmacovigilance (safety monitoring), and liability for the medicine once it is on the market.Why the Distinction Matters in an MAAWhile a single corporate group can technically act as the sponsor, manufacturer, and MAA applicant, they are legally and functionally separate in the eyes of the MHRA. During an MAA evaluation, the MHRA meticulously reviews whether the Company (MAH) has established adequate contracts and technical agreements with its approved Manufacturers to ensure quality control, and whether the Sponsor's clinical data meets safety standards.
FeMike
12時間前
I've been wondering if since the company PR'ed the construction, were they legally obliged to PR the cancellation?
They should have been, in my opinion. But Powerless has somehow never found herself to be constrained by the shackles of what society would define as "legally required".
I got a recording of a conversation that probably happened between Linda and Dave in November last year.
Powerless: "Dave, be a dear and release a PR about how we are starting construction on Grade C manufacturing clean rooms"
Dave: "Are we starting construction on those? That's great news! I was under the impression we couldn't afford it right now."
Powerless: "Oh, heavens no. We definitely can't afford that, can't even afford to have a real engineering firm out to give us an estimate on building those. Still recovering from the $4 million I gave my BFF for those awful Flaskworks designs"
Dave: "So...should I not issue that PR? Seems misleading..."
Powerless: "David, please, I pay you to redirect my calls, not to think. Like I said put out a PR saying we are starting construction. If it bothers you that much, you can bring a tape measure to Sawston, measure the back wall, and say we are only starting construction "activities". We can toss a one liner into the financials in a few months about pausing it for some reason or another, nobody reads those anyway. They'll forget about it just like they forgot about restarting DCVax- Direct. You see, I'm tallying the ASM votes right now and we need a few more to comfortably approve our salary. OUR salary, Dave, you understand yes? We're in this together, after all"
Dave: "Ah, right as always mum. I'll get right on that."
flipper44
13時間前
“Clinical trials data,” to me, at that late stage, with the time that has passed, likely means an additional control arm, like that from, perhaps, SurvaxM 2b.
This can be due to the need for further documentation and/or clinical trials data, as well as other such considerations. — MHRA
brazen22
13時間前
That is quite a standard.
If I should be punished for asking questions, what should happen to those who are actually responsible for the delay?
The application is in MHRA’s court, and NWBO is responsible for proving safety, efficacy, manufacturing quality, labeling, and the overall benefit-risk case.
If NWBO has proven all of that, then what explains MHRA’s continued lack of approval? If NWBO has not proven all of that, then why blame critics for pointing to the uncertainty?