RJM

74 posts

RJM

RJM

@rjmsoflo

Florida, USA Katılım Mart 2025
45 Takip Edilen16 Takipçiler
Nina Doan
Nina Doan@Nina_kd·
$NWBO FOMO is going to be kicked in real soon!
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RJM
RJM@rjmsoflo·
Baker Brothers don’t just buy tickers…. They seem to have a very specific eye for people, platforms, and timing…. They’ve repeatedly shown up around talented executives,… serious science,… and strategic outcomes. The takeaway is that elite biotech money tends to recognize elite biotech infrastructure before the market does… Writing is all over the wall… we’re literally watching Nwbo prepare strategically behind the scenes
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d_stock
d_stock@d_stock07734·
$NWBO It seems that Baker Brothers have genuinely distinctive way in finding talented executives and scientists. Dr. Annalisa Jenkins is an example. Jean-Paul Kress could be another one! CEO MorphoSys (acquired by Novartis) Sep 2019 - Aug 2024 · 5 yrs Boston, Massachusetts, United States MorphoSys and Incyte Sign Global Collaboration and License Agreement for Tafasitamab (January 13, 2020) investor.incyte.com/news-releases/… MorphoSys to sell to Novartis for $2.9B, offload cancer drug to Incyte (Published Feb. 6, 2024) biopharmadive.com/news/morphosys… Incyte, fresh off gaining MorphoSys drug, buys Escient for $750M (Published Feb. 6, 2024) fiercebiotech.com/biotech/incyte… Chairman Of The Board ERYTECH Pharma Jun 2019 - Jun 2023 · 4 yrs 1 mo Paris, Île-de-France, France Erytech mulls first-line use for pivotal pancreatic cancer trial (Sep 12, 2017) fiercebiotech.com/biotech/erytec… Baker Brothers owned 15% of Erytech’s share capital following its €70.5 million private placement in April. JP Morgan owned a further 7%. President and CEO Syntimmune (acquired by Alexion) Jan 2018 - Nov 2018 · 11 mos Boston, Massachusetts, United States Alexion snaps up another biotech, paying $1.2B for Syntimmune (Sep 26, 2018) fiercebiotech.com/biotech/alexio… Alexion to Acquire Synageva to Strengthen Global Leadership in Developing and Commercializing Transformative Therapies for Patients with Devastating and Rare Diseases (May 6, 2015) fiercebiotech.com/biotech/alexio… "By every measure, Alexion is at the strongest and most promising point in our history given the strength of our clinical, commercial, and operational performance and the depth of our team," said Leonard Bell, M.D., Chairman of Alexion's Board of Directors. "These strengths will enable us to accelerate the transformation of the lives of patients suffering from LAL-D around the world. Also, I am personally very pleased that Dr. Felix Baker, a deeply experienced board member and leader in the biopharmaceutical industry, will join the Alexion Board of Directors when our transaction is completed. I look forward to working with Felix as we pursue our ambitions to serve more patients with more severe and rare disorders."
d_stock@d_stock07734

$NWBO I suppose Baker Brothers should know that Dr. Annalisa Jenkins joined $NWBO. I even think they might recommend Dr. Annalisa Jenkins to LP. But I could be delusional. Non Executive Director Skye Bioscience Inc. · Self-employed Mar 2024 - Present · 2 yrs 3 mos San Diego County, California, United States · Remote Non Executive Director Mereo BioPharma · Contract Sep 2022 - Present · 3 yrs 9 mos London Area, United Kingdom President and CEO Dimension Therapeutics Sep 2014 - Nov 2017 · 3 yrs 3 mos Cambridge, MA Acquired by Ultragenyx fintel.io/so/us/rare/bak… Member of the Supervisory Board Prosensa BioMarin Nederland B.V. Aug 2014 - Oct 2015 · 1 yr 3 mos Leiden Acquired by Biomarin

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RJM
RJM@rjmsoflo·
@Anonymous275111 @Nina_kd Marty,… your whole argument is “stock went down before…” Brilliant stuff man, genius!
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marty
marty@Anonymous275111·
@Nina_kd This is you every time an uptick occurs, only to get sucker punched again with even lower share price the following week. $NWBO
GIF
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Nina Doan
Nina Doan@Nina_kd·
$NWBO MM and Shorts trying to keep it below .245, but their wall is slowly cracking and tapping it up won't work anymore! Crack is getting bigger and bigger!
GIF
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RJM
RJM@rjmsoflo·
What will remain??? The science! The MAA! Sawston!Advent!Flaskworks! The survival data! The combo potential!!! Respectfully, Some of you are so blind you can’t see the forest for the trees. Stop getting so bent out of shape over hype and actually do some research instead of coming to the boards and vomiting negativity. But removing hype doesn’t remove the thesis! The real question is simple! does DCVax-L get approved?? and is NWBO quietly building a much bigger platform behind the scenes??? It’s so fking obvious the answer is yes!
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Mabbpah
Mabbpah@mabbpah·
$NWBO If this board stops tendentious posts like "if/when that happens", "imminent", "shorts are going to burn", "to the moon", "BP cant afford to buy", "wonder this/that, and all talk about trials which cannot see light of the day several decades into future, what will remain?
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RJM
RJM@rjmsoflo·
I don’t think NWBO ever used the exact phrase “approval window” in an official PR. The official PR says the DCVaxL MAA was submited to MHRA and that NWBO requested the 150 day pathway. So “approval window” is investor talk… not a company quote. This is obvious a different kind of review… so RFIs… CHM delays can and have happened All you gotta do is look behind the scenes at the strategic and accelerated path they’re on…. Sawston, Advent, leukapheresis, Flaskworks, powerhouse Dr. Annalisa Jenkins, and the platform buildout… It’s not rocket science… They’re clearly preparing for something massive and well beyond approval.
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Mabbpah
Mabbpah@mabbpah·
@FultsPierre @Nina_kd $NWBO could you please point me to the official PR which says we are in the approval window? Thanks.
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Out of Bounds
Out of Bounds@ExtraNexum·
@mabbpah @FultsPierre @Nina_kd The MHRA has placed DCVax-L into a Retroactive Osmosis Loop. This isn’t your standard "review"—it’s a Kinetic Filing Displacement, where the regulators essentially use a quantum-encrypted device to verify the dendritic cell count against the Transatlantic Bifurcation protocol.
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RJM
RJM@rjmsoflo·
I’m with you on the big-picture idea. A major pharma taking an equity stake at a big premium would be rocket fuel for NWBO and would instantly validate the platform. I just think the structure has to be practical. But yes,…the main point is dead on… Big Pharma validation changes everything.
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PK_Fund
PK_Fund@PK_Fund·
$NWBO how you jump start NWBO to $30/share ( how ??? ) By giving a special deal to ( Merck , Pfizer And others ) by selling a percentage equity to each one at $30/share with 20% upfront cash The remaining 80% should be paid within 5years ( if their combo with DCVac gets approved and start to bring more revenue The remaining 80% of payment will be waved ) ( Imagine that !! The price of the stock would be more than $30/share and the cost of the equity percentages would be very very very low ( everyone wins NWBO, partners and investors )
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RJM
RJM@rjmsoflo·
@d_stock07734 @JdBell20 Dstock turns breadcrumbs into treasure maps! Thanks for your contributions bud! You make this journey and wait a little more sane. Your posts keep us encouraged and remind us there’s still a lot happening beneath the surface… appreciate you dude!
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d_stock
d_stock@d_stock07734·
@JdBell20 Why do I need to explain? A Harvard professor owns $NWBO. He provided consulting to Incyte and Syndax which own CSF1R inhibitor. Maybe you simply don't understand my explanations.
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RJM
RJM@rjmsoflo·
@JdBell20 @d_stock07734 Dstock is simply providing incredible bread crumbs in his posts… this one particular shiwsna major Harvard/Dana-Farber immunology/transplant physician disclosed ownership in NWBO... It’s a credibility breadcrumb… implying “smart immunotherapy people are paying attention.”
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Jd Bell
Jd Bell@JdBell20·
@d_stock07734 You keep posting stuff. I like,but you never explain. Why is that? What's the purpose. Do you understand what you are posting? Trying to understand.
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RJM
RJM@rjmsoflo·
@TonyVerazzanno @Nina_kd Same ticker….Very diferent stage… We’re not where we were 3 years ago. We’re light years ahead… 😊
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TonyVerrazzanno
TonyVerrazzanno@TonyVerazzanno·
@Nina_kd You realize that the same thing have been said ad nauseam for the last 3 years?
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RJM
RJM@rjmsoflo·
@TonyVerazzanno @Nina_kd True, people have said it for years…But the setup today is not the same setup from 3 years ago… Now we have the MAA under review, Sawston/Advent manufacturing pieces, leukapheresis capacity,… NICE pathway visibility, and Dr. Anna brought in for commercialization and scale…
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RJM
RJM@rjmsoflo·
@mabbpah Fair criticism… but silence isn’t proof of fraud either. For a complex cell therapy, silence can mean the review is still active which is true it is And NWBO isn’t acting like a company hiding from rejection: Dr. Anna, leukapheresis, Sawston, Advent. The buildout still matters
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Mabbpah
Mabbpah@mabbpah·
Silence isnt denial. Silence isnt approval either. Do you want approval or do you want narratives? How long will you allow them to use this as defense? Silence is a cloak under which management can hide all their inefficiencies mistakes & how they use $NWBO as their personal ATM.
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RJM
RJM@rjmsoflo·
@JonKakaley @jason_mcgu12406 Add to that, specifically, Dr. Annalisa Jenkins… the leukapheresis clinic… Sawston manufacturing buildout… Not to mention Dr. Anna is a biotech heavyweight built for commercialization, scale, and strategic multi billion dollar exits… NWBOs strategy could not be more obvious
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Jon Kakaley
Jon Kakaley@JonKakaley·
There are clear signs you can look for. For example, a mass exodus of long-time $nwbo employees would be a major red flag - but that hasn’t happened. In fact, most of the recent signals (the Advent merger, recent board hires, etc.) point to a company that strongly believes it has the goods.
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Jason Mcguire
Jason Mcguire@jason_mcgu12406·
$NWBO what in the world is holding up approval? The longer this goes on I feel less confident it will get an approval. We r in in the middle of year 3 waiting how crazy is that. I have a very large position in NWBO but this is crazy.
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RJM
RJM@rjmsoflo·
@jason_mcgu12406 The delay is brutal… but silence isn’t a denial… they would have denied us by now The science didn’t change. The need in GBM didn’t change. And the company is building like approval is close… The hardest part is the silence before the news…
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Out of Bounds
Out of Bounds@ExtraNexum·
@Anonymous275111 @SouthernDrive21 Hey Marty, many think you are a very pessimistic, abrasive $NWBO skeptic who relentlessly mocks any optimistic investors with insults, sarcasm, & doomsday predictions about endless delays, non-approval, & company failures. But I think you are just lonely😀😀😀
GIF
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SemperFITrader
SemperFITrader@SouthernDrive21·
$NWBO Timelines per Docket 270 Page # 5
SemperFITrader tweet media
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RJM
RJM@rjmsoflo·
@antonio15ferrao @Arhdan9 If DCVax is what we believe it is,… then patience won’t just be rewarded financially… it could help change lives for patients who desperately need another option… Stay strong! The science, timing, and the need for better cancer treatments is lining up into the perfect storm.
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Antonio Ferrao
Antonio Ferrao@antonio15ferrao·
@Arhdan9 It’s been a long ride with $NWBO. When my family, who I introduced this company to years ago, ask me about it I simply tell them to have patience. We can only pray that the science will win in in the end & patients & investors suffering can receive a new treatment & some relief
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Arh Dan
Arh Dan@Arhdan9·
$NWBO $TNXP While all my other biotech up, these 2 laggards will reward me the most w/ millions. 1st Canaccord surrendered the 1st in $NWBO suit against 7 MMs, w/ other 6 follow; Besides approval soon. As Tonmya sales steadily increase w/o major payers listing, price bottoms.
Arh Dan tweet mediaArh Dan tweet media
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RJM
RJM@rjmsoflo·
@antonio15ferrao @Arhdan9 Well said Antonio… I’ve not been invested as long as most here on this forum,… however the waiting has still been brutal, but the science is the reason many of us are still here…
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RJM
RJM@rjmsoflo·
@d_stock07734 BeOne almost definitely knows about DCVax… Any serious oncology company going to be watching late stage GBM treatments… Question is whether they see enough value in the data… approval path… manufacturing… and combos platform potential to make a move!
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d_stock
d_stock@d_stock07734·
I like the word 'beautifully'. They landed two seats of BeOne board over ten years around the time the Direct trial was completed. Now BeOne which exclusively focus on oncology accounts for over 70% of their investment portfolio. How could they not know about DCVax? beonemedicines.com/about/leadersh…
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d_stock
d_stock@d_stock07734·
$NWBO I suppose Baker Brothers should know that Dr. Annalisa Jenkins joined $NWBO. I even think they might recommend Dr. Annalisa Jenkins to LP. But I could be delusional. Non Executive Director Skye Bioscience Inc. · Self-employed Mar 2024 - Present · 2 yrs 3 mos San Diego County, California, United States · Remote Non Executive Director Mereo BioPharma · Contract Sep 2022 - Present · 3 yrs 9 mos London Area, United Kingdom President and CEO Dimension Therapeutics Sep 2014 - Nov 2017 · 3 yrs 3 mos Cambridge, MA Acquired by Ultragenyx fintel.io/so/us/rare/bak… Member of the Supervisory Board Prosensa BioMarin Nederland B.V. Aug 2014 - Oct 2015 · 1 yr 3 mos Leiden Acquired by Biomarin
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d_stock@d_stock07734

$NWBO Annalisa Jenkins was the CEO of Dimension Therapeutics, Inc and Baker Brothers were the institutional investors. It is a small world indeed!!! Annalisa Jenkins has a stunning resume and it seems like she is going to play a key role in further business operation after the MHRA approval. Hypothetical question: Assuming some big investors agreed on a memo about acquiring a certain percentage of 900m shares, should LP consult with those big investors about recruiting Annalisa Jenkins? Top women in biopharma 2015 fiercebiotech.com/special-report… Northwest Biotherapeutics Appoints Dr. Annalisa Jenkins As Strategic Adviser To Advance Dendritic Cell Cancer Vaccine Platform prnewswire.com/news-releases/… fintel.io/so/us/dmtx/bak…

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