Ray
490 posts

Ray
@RPD60
Managing Director of an International Business
Katılım Kasım 2022
160 Takip Edilen250 Takipçiler

@bella_puzzle Two possible answers : 43 and -7. The negative 7 comes from the fact that the sq root of 625 can be -25 and not just +25
English

@joeretired41 What impact would not loaning shares have on the stock price now (pre-approval)? How about impact after approval?
English

@SouthernDrive21 @KennethPar49290 I have assumed that A Jenkins would be LPs successor when LP decides to “hang up her cleats.”
English

@KennethPar49290 Yea believe your right, my hope is Dr. Jenkins can be a bridge for Baker Brothers to invest in NWBO, if that would happen then it could blow the doors off the entire investment community for us investors.
English

$NWBO The Baker Brothers - or under its official name “Baker Bros. Advisors LP”, is by far the biggest “Healthcare only” investment firm in the BioTech and Pharma ecosystem - managing $28.1B of Assets Under Management (AUM) 🧵📷. Just for comparison - the second biggest investment firm - orbimed - is far behind with “only” $20.6B of assets under its management. The story of the “Baker Brothers” is a story of both patience and persistence that played a huge rule in their biggest investment ever - Seagen (formally known as Seattle Genetics). Julian and Felix Baker began investing in Seagen in 2003 when they made their initial investment while the company had no drugs on the market and was barely breaking even. In order to strengthen the company’s leadership Felix Baker joined Seagen's board of directors and played a leading role in its long-term strategy. Up until 2023 the investment firm maintained its high conviction and substantial stake and took part in the company’s strategic plans and operations. In March of 2023 announced an all-cash acquisition of Seagen for $43 billion or $229 per share - one of the biggest M&A deals ever made in the BioTech and Pharma ecosystem. In December of that year the deal was officially closed and the Baker Brothers received $10 billion in cash for their stake in the company. This was and still is one of the largest single Return on Investment (ROI) in BioTech history.
Now check out a Posting on the famous IFLUB

English

@AttyScott @hoffmann6383 I thought the defendants admitted spoofing and said it is part of normal market making activity (?) Did I recall that correctly?
English

@hoffmann6383 P: You spoofed
D: No we didn't.
P: You used an algorithm.
D: No we didn't, and if we did it wasn't NWBO specific.
P: Show us the algorithm.
D: No.
Judge: Show them the algorithm.
D: But Judge!
English

➡️The Battle for the Market Makers’ Trading Algorithms Continues
The Case: Northwest Biotherapeutics, Inc v. Canaccord Genuity LLC, 1:22-cv-10185, (S.D.N.Y.)
The Docket: courtlistener.com/docket/6657959…
On July 10th we saw the Court state that the market makers’ algorithms are discoverable.
"Defendants’ position that they need not produce algorithms related to their trading in $NWBO stock...is rejected." (See Image 1)
On July 24th we saw a flurry of filings by the defendant market makers who have been accused of illegally manipulating the share price of $NWBO stock via spoofing. The Defendant Market Makers asked the Court for clarification and/or reconsideration of their decision that the trading algorithms are discoverable.
“To the extent the Court’s Order compelled production of the code itself, Defendants respectfully request reconsideration.” (Docket #300)
This all comes from a May 2025 $NWBO discovery request for said algorithms:
“In May 2025, NWBO served sweeping document requests for “[a]ll trading algorithms and computer programs, including all underlying codes and compilations … and all versions [and] iterations … used to execute trades or place or cancel orders in NWBO shares”; “[a]ll of the Source Code and Executable Code underlying any trading algorithm used by You to execute trades or place or cancel orders in NWBO shares"; and all related documents and communications. E.g., Ex. 3 at 9, 12-13 (RFPs 6-7, 22-27)." (Docket #300)
The Defendants argue that the source code is the kind of business interest the courts typically protect from disclosure:
"There is no more sensitive proprietary information at a trading firm than its source code. Defendants' code is among their most valuable assets and used to process billions of dollars of order flow each day." (Docket #300)
This ruling will have an enormous impact on the case. Stay tuned.

English

@MaryBschanck You may recall that LP mentioned (at the ASM) that she had an entire management team “lined up” to join as soon as it made sense. Now, I know this is a promotion and not a new addition but she is getting ready it seems. My guess too is that A Jenkins is her successor one day.
English

$NWBO Northwest Biotherapeutics has appointed Daniel Moore as its new Chief Information Officer. To me, this signals the company is continuing to strengthen its leadership team in preparation for its next phase of growth. If regulatory approval is on the horizon, building out the infrastructure and executive team ahead of commercialization would be a logical step.
While it’s impossible to know the exact reason for the appointment, I view it as another positive sign that the company is positioning itself for what’s ahead.
Looking forward to seeing how the next chapter unfolds.
English

@FlemmingBruce Wait, wait, wait Mr Brazen22!! If DC-Vax-L does not work (you know the grapefruit juice kinda thing) as you contend, then no one was harmed by not receiving it. Or perhaps deep down you know it works you slime ball!
English

@GoneGoodguy @Dave46217976 Good news was punished as Flipper points out. This explains why LP is not anxious to keep putting out PRs that serve to further beat down the stock
English

Flipper44, on IHub, is right:
"DCVax-l is more effective against GBM than previously thought. Last week’s positive scientific presentation led to a coordinated negative attack by price manipulators and..." Adam F.
investorshub.advfn.com/boards/read_ms…

English

@alphavestcap The PSM data collection and analysis would have started long before November 2025 and MHRA would have had the data ahead of July 3rd talk by Bosch. Approval incoming!
English

$nwbo @alphavestcap
Baxers
friday, July 10, 2026 5:06:02 PM
For those interested, here's my take as to why we are still waiting now.
Regardless of what the MHRA replied to SemperFI, I have reason to believe that the November CTBVEAG minutes with their Grounds for Non-Acceptance (GNA) about 'a medicine indicated to treat adults with brain cancer' were indeed about DCVax-L:
(A) There is/ was simply no other treatment under Licensing review that it possibly could be.
(B) The MHRA's own website specifically states this under the bullet point list of the Remit section of the CTBVEAG here: "To advise the CHM on the quality, safety and efficacy of medicinal products of biological or biotechnological origin ✅️ including vaccines ✅️ which are the subject of marketing authorisation applications ✅️; and to advise on such other matters as are referred to it". So, it is pretty clear that the remit of this EAG does indeed cover MAAs specifically to do with biological vaccines, regardless of what the MHRA admin told SemperFI in reply to his questions (I guess a clueless gatekeeper admin punching out incorrect boilerplate answers to try and save their experts time). I have sent my own questions to the MHRA in this regard and now +4 weeks on I still dont have an answer. My question was forwarded on to their experts and I have chased them once already with no joy - I will update here when I get the answer.
(C) The CTBVEAG minute in question was very clearly under the Licensing of New Drugs section and not under the Clinical Trial Application section.
So, if I am correct, (given what we now know about the PSM data) we received a major objection about the validity of the statistical analysis of the ECT from this EAG (a GNA is essentially just that, a major objection) in November and here we are 7+ months later and we know the assessment is ongoing (regardless of AFs spurious fountain of BS!). This likely means that the 27/28 November CHM formally gave us a provisional rejection and we entered the appeals process. A provisional rejection removes the assessment from the standard 150-day/ 210-day assessment clock and triggers a Schedule 11 appeal pathway, granting the company a significant legal clock-off window of up to 6 months to compile data to fight the grounds for non-acceptance. Here we are 8 months later and the company just publicly presented the PSM data - I dont believe this is a coincidence!
So, what could this mean for our timeline now - are we weeks away or many months still. I reckon it all depends on when/ if company were given the heads up about this provisional rejection in advance of it or not and I reckon there are a few things that point to it being sooner rather than later:
- Abstracts for the BNOS conference were due 22nd February. Therefore, by this measure, I do not believe NWBO would have had the time to even remotely undertake and complete the PSM analysis by the end of February if they only got the GNA around 28th November. I certainly do not think they would have taken out the Platinum sponsorship at the BNOS until/ unless they knew the results of the PSM were superb and showed that the original JAMA Oncology analysis was likely significantly underestimated as we now know.
- The MAA process includes a clock pause at a specific milestone (typically around Day 80 or Day 120) where they issue a formal List of Questions (LoQ) or Request for Further Information (RFI). If the MHRA had misgivings about the strength of the statistical analysis of the ECT then the company would certainly have been made aware of it then and not 708 actual days after submission at the 2nd CHM meeting. As a rough estimate I reckon the company likely got the heads up on this mid 2025 and subsequently began the PSM data collection and analysis sometime in Q2/Q3 2025.
- Other important milestones this year like the Leuk clinic; the MIA update; multiple Advent hires; and probably most notably the onboarding of Annalisa Jenkins make me think that the PSM data has been in hand (even in a rough format) for sometime. I dont think Annalisa Jenkins would have joined a company (30th April PR) midway through a provisional MAA rejection and put her reputation on the line unless she saw the PSM data and knew the writing was on the wall.
With all this given and more details I am at a loss to write all down here, I reckon this maybe the resulting timeline:
May 21-22 CHM (Pre-Hearing Discussion): The newly submitted PSM data package would have been scheduled for this meeting to provide the CHM with the data in advance of the oral hearing.
June 25-26 CHM (The Oral Hearing): This CHM meeting took place just two weeks ago. This is the most logical date for NWBO and their regulatory team to have formally presented the PSM data (very possibly with Jenkins spearheading it). If the data was as strong as the BNOS presentation implies, the CHM could have formally voted to lift the GNA at this exact meeting.
If that is indeed the case then the administrative (useless f*cking) clock is now running again we should now be in the labelling phase, which traditionally takes 4 to 6 weeks. This puts the likely approval announcement forward to late July or August. And yes, unlike the EMA the MHRA does in fact still do marketing approvals in August.
If I am incorrect that the company had the heads up about this long before the CTBVEAG and they actually only began the PSM data analysis after the November CHM meeting then we are likely looking at September/ October as the MHRA will only have got the data in hand last week too. I find this hard to believe with everything that has happened though but here we are at 932 days so who knows...! Lets see 🤞. Good luck to all and stay strong. While it is excruciating to wait this damn long I do firmly believe that we will get over the finish line still!
English

$NWBO One of the most intriguing questions this week: why is Dr. Marnix Bosch presenting on DCVax-L at BNOS on July 3 while the MHRA review remains ongoing after 900+ days? It may mean nothing for the timing of approval, but NWBO continues to act like a company preparing for a future, not one expecting the end. Hopefully we get clarity soon—for patients, shareholders and everyone following this story.
English

@neilmck37597308 @Investors_Hub If you are so sure rejection is at hand, then you should sell your shares immediately. To do anything else is not “common cents”🤣
English

Very telling post. I believe rejection is near. She needs to step down . My family has paid her abhorrent salary for way to long.
NorthWest Biotherapeutics Inc ( $NWBO ): Here, this was the response to my angry... investorshub.advfn.com/boards/read_ms… via @Investors_Hub
English

@smith348572 I was thinking of the same tabular approach to compare. I won’t need to now since you are on top of it! Thank you. I hope Dr Bosch presents the data in the same manner. Go @NWBO
English



















