Ray

460 posts

Ray

Ray

@RPD60

Managing Director of an International Business

Katılım Kasım 2022
140 Takip Edilen246 Takipçiler
Ray
Ray@RPD60·
@Ilovetech194249 Well, well. The saga continues, your timelines keep getting pushed out with more a more indiscernible rhetoric. I am starting to think you are full of shit.
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Ray@RPD60·
@SouthernDrive21 @TiltMyBrain There has been no new CHM Meetings since Nov’25 that mentions @NWBO, and it is not likely another meeting will occur, then the logical conclusion is that a decision was made. Cuz no negative news has been made by the company, the result must be positive. Negotiating labeling now?
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Ray@RPD60·
@TomBaxers @HenryMuney Could the re-issuance of the certificate simply represent a change in the ownership of Advent?
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Ray@RPD60·
@GoneGoodguy Think about it….@NWBO had the bullish sentiment back in Q4 2025 when they bought the equipment!! To announce that they made that purchase and their plans for it now in Q2 2026 is double confirmation of their bullish outlook.
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GoodguyGoneBad
GoodguyGoneBad@GoneGoodguy·
Exactly!!! Go #NWBO $NWBO!!!
NWBOstacks@EatYerShorts

Why would #NWBO drop serious cash on a dedicated leukapheresis clinic in London—equipment already delivered, opening June—if they were secretly terrified of MHRA rejection? FUDtrolls: "Dead company!" Management: "Hold my buildout." 😂

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Ray@RPD60·
@bennyjohnson What advantage does a Congressman get by inflating their financial disclosure? Who gets harmed by that bogus filing?
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Benny Johnson
Benny Johnson@bennyjohnson·
We were right. Ilhan Omar owns a fake winery, and she just dissolved it after she got caught. She originally estimated her assets between $6 million and $30 million in her 2025 financial disclosure due to the fraudulent winery. She just filed an amendment slashing it down to just $95,000 and blaming an "accounting error." She clearly committed fraud against the federal government with her financial disclosure. When will she be kicked out of Congress? George Santos was kicked out for a lesser offense. Republicans need to do the same to Omar. The DOJ is also looking into her. She should be locked up after getting kicked out.
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Ray@RPD60·
@qxtzm54874139 @NWBO is either “on the clock” or they are not. Which one is it? If they are on the clock, then MHRA is horrifically slow. If they are not on the clock, then NWBO is the hold up.
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Marisol Simpson
Marisol Simpson@qxtzm54874139·
$NWBO I don’t buy the clock-on days or vault theory at all. We’re past that. The real delay’s all Advent-related—they needed a backup site per HTA, and NWBO’s been lining up a second manufacturing facility per the 10-K. That’s the hold up, plain and simple.
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Ray@RPD60·
@FlemmingBruce @KryptyPop I am sorry BUT if this action was initiated in Q4 2025 (“equipment was acquired”) then why was it not mentioned in the recent 10Q which covers calendar year 2025?
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🇩🇰 The Danish Dude 🇬🇱
🇩🇰 The Danish Dude 🇬🇱@FlemmingBruce·
$NWBO Sorry for me pumping … again. In Denmark we speak of this concept as … to inform. It’s a noun. But considering the vast number of non invested numb nuts fronting themselves as illiterates on the matter, I thought I would spend a minute … … informing. Oh and yes. This is in the category … BULLISH. Should you in any way be in doubt. prnewswire.com/news-releases/…
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Ray@RPD60·
@alphavestcap I am starting to fear that the MHRA has decided that more confirming trials are needed and the delay is a discussion around that. I hope not!!
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alphavestcapital.com
alphavestcapital.com@alphavestcap·
$nwbo @alphavestcap 📷sentiment_stocks Wednesday, April 15, 2026 6:15:06 PM 1)So if they were in the middle of an RFI - - or an appeal for a denial - - I'd think they'd have used the word "is" instead of "were". Those are my thoughts, anyway.I noticed a small difference between the 2025 K MHRA statement and the 2024 K MHRA statement, and that main difference involves one word describing the interaction between the company and the MHRA. 2024: "is" 2025: "were" 2024 The Company continued working with teams of specialized consultants on the MAA process, including onsite inspections in the U.K. and U.S., and ongoing production of documents and information before, during and after the inspections. The Company is actively engaged in the ongoing process, and the Company has decided not to attend ASCO this year in order to stay focused on interactions with the MHRA and efforts to move forward as quickly as possible.  As previously reported, the Company plans to announce the results when the MHRA review and decision-making is finished and does not plan to provide interim updates. 2025 Much of the Company’s time and resources were devoted to active engagement in the MAA review process. The Company continued to work with large teams of consultants on this process. As is typical, and as the Company has previously stated, the Company does not plan to make any interim announcements while its MAA is going through the regulatory process. The Company plans to announce the results when the regulatory review and decision-making is finished. Realizing that this is a very small (but perhaps notable) difference, I asked AI what it thought of the difference in the two statements, and this is what Google indicated:The differences indicate a transition from an active, high-pressure inspection phase to a final, passive regulatory waiting period. The first statement highlights intense, ongoing, and site-specific activity (UK/US inspections), while the second focuses on the final review stage, reinforcing that no updates will occur until the final decision. Key Differences Analysis: Active vs. Passive Stage: Statement 1 implies the company is in the middle of active, hands-on inspections and data production ("onsite inspections," "before, during and after"). Statement 2 implies they have moved to the final, post-inspection, waiting phase ("review and decision-making is finished"). Intensity of Effort: The first statement mentions skipping a major conference (ASCO) to focus resources, implying an urgent, resource-intensive period. The second statement describes this effort as "typical" for the finalization of the Marketing Authorisation Application (MAA) process. Contextual Shift: Statement 1 is likely an interim update explaining immediate, intense activity. Statement 2 is likely a closing remark or a more formal report emphasizing compliance with their stated disclosure policy (no interim updates). Focus on Documentation: Both highlight heavy consultant usage, but the first emphasizes the "production of documents" directly linked to inspections. Both statements confirm the company's commitment to the MAA review process and maintain the company's stance on announcing results only upon completion. sec.gov/ix?doc=/Archiv… 2)PK_Fund@PK_Fund·3h$NWBO My take : No more about the science : Prove manufacturing stupid ! 1. Manufacturing — Went from renting/contracting Advent to owning it outright. 2. Headcount — 25 employees → 105 employees (via Advent ) 3. Grade C Lab — Went from planning to active construction; target Q2 2026. 4. Flaskworks — Moved from prototype selection to GMP-grade unit production, timed with Grade C buildout. 5. Patents — 48 issued → 58 issued; 7 families → 8 families; European validations 15 → 21 countries; added Hong Kong. 6. UK MAA — No change. Identical language. Still just “submitted.” 7. Product naming — “Lead product candidate” → “Lead product” (dropped “candidate”). 8. International expansion — Added: consultants engaged in Q4 2024 to prep MAA adaptations for countries beyond the UK. 9. Next-gen DC science — New: active prosecution of in-licensed academic IP on enhanced dendritic cells (tied to Roswell Park deal). 3)investorshub.advfn.com/boards/read_ms… 4) @YYDSxjm $NWBO No matter how you look at it, 847 days since initial submission 12/23/23 or 812 days since validation of the MAA 1/24/24 is “unacceptably” long from a patient access perspective. DCVAX qualified as an innovative ATMP with 150-210 day pathway to accelerate therapies for “serious” unmet needs. However, given the unique manufacturing process - personalized cancer vaccines are the hardest to regulate as the existing frameworks not originally designed for them. Safety isn’t the bottleneck, reproducibility and control strategy are. 5)investorshub.advfn.com/boards/read_ms…
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Ray@RPD60·
@YYDSxjm You applied the Earnings multiple to the Revenue! It should be applied to the Earnings. If revenue is $5.7B then earnings might be 10-20% of that so your estimates are 5-10x too high.
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Wild trading
Wild trading@YYDSxjm·
$NWBO Say what ? Total GBM and rGBM market is 50,000 patients annually. Conserva(vely estimating that a course of DCVax is US$175,000 per year then we come to an annual revenue from GBM and rGBM alone of $5.77Bn with 2/3 market penetration. By using a very reasonable forward earnings mul(ple of x10 ( could go to 40x ! ) this would give NWBO a valua(on of $57.7 Bn. Given the float of ~1.6Bn fully diluted shares this calculates out at a share price of $36, or 180X from where we are today. And THIS is JUST for nGBM and rGBM indica(ons…! Of course, manufacturing will need to ramp up to meet this demand, but by 2027 a combina(on of Advent in Europe and CRL in North America should readily be able to manufacture upwards of 25,000 batches of DCVax and then ramp meet this projected demand of 33,000 in 2027. But what happens when the company begins getting tumour agnos(c approvals for other cancers with DCVax Direct ? …
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Ray@RPD60·
@Ilovetech194249 So @Ilovetech194249, does this situation guarantee some sort of favorable stock price action on Friday March 20? Or, can the MM satisfy their debt with no share price effect?
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Tommy Bax 🇬🇧 🇹🇼 🇪🇺
@RPD60 @albtur_mnymkrs @ILoveTech I personally believe ILT is full of it. I certainly hope not, but he hasn't presented one single thing over the past 2 months to make me a believer in his theory and when pressed for proof he shows up empty handed again & again with more grandiose AI rhetorical technobabble BS.
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Sentiment Stocks
Sentiment Stocks@sentimentstock·
The company’s highest priority has been at all times to address any question the MHRA might pose, and $NWBO has stated just that (at the ASM). On the other hand, the entire UK regulative process appears to have been - unfortunately - more like moving through a thick bureaucratic sludge, IMO.
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Lou Smith 🍀
Lou Smith 🍀@smith348572·
$NWBO Dear @MHRAgovuk ,  You have to explain to me how a therapy that: 1Shows no meaningful toxicity or serious side effects, 2Demonstrates 13.5% five-year overall survival versus about 5% with the current standard of care, 3Has GMP manufacturing already approved at the Sawston facility (December 2025), 4Was supported by Phase 3 trial results published in @JAMAOncology, 5Targets a disease where no meaningful new therapy has been approved for glioblastoma in more than 20 years can still remain unapproved after more than two years of regulatory review. My concern is not about the therapy itself. The data exist, the safety profile is clear, and the manufacturing capability has already been authorized. The real concern is the inefficiency and heavy bureaucracy within the MHRA process. $NWBO also has a large and highly engaged community following this application. Many people—patients, families, physicians, and investors—are carefully examining every step of this process and trying to understand why a decision continues to be delayed. Given the circumstances, it is natural that people begin asking what the real reason is for the prolonged delay, especially when there are well-known financial interests that have publicly worked against this company for years. At some point, transparency becomes necessary. @Siobhain_Mc @wesstreeting @Nigel_Farage @Keir_Starmer
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Ilovetech
Ilovetech@Ilovetech194249·
While overinflated self proclaimed know it all's in their own delusional minds, by stark contrast I drop truths. The security of our investment is all that matters 💥💪😎🤑💰 investorshub.advfn.com/boards/read_ms…
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Ray
Ray@RPD60·
@Ilovetech194249 Given the impending cliff on March 20, what would be your move now if you were a MM?
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Ray@RPD60·
@MathsWith_Sam I would say multiple answers [(+/- 10) + (+/- 6)]/(+/- 5) could be true
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Massimo
Massimo@Rainmaker1973·
Post below the first word you see.
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Tony Lane 🇺🇸
Tony Lane 🇺🇸@TonyLaneNV·
This question exposes who actually remembers math! 🤔 Be honest… what did YOU get? ⬇️ 🇺🇸
Tony Lane 🇺🇸 tweet media
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Ray@RPD60·
@H0H0v P can be +/- 9 and q can be +/-8 So possible answers are 1 and 289
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KHALID
KHALID@H0H0v·
Comment your answer
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