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Expert Financial Analysis and Reporting

Northwest Biotherapeutics: Going Over My Thoughts (NWBO, $0.62)

Overview

The naming of five distinguished scientists with extensive knowledge and expertise in immune-oncology to Northwest’s scientific advisory board is the…
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Northwest Biotherapeutics: The Company Provides an Operations Update (NWBO, $1.23)

Report Overview

I usually start my reports with a summary and investment thesis. However, in this report I am putting this…
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Northwest Biotherapeutics: A Comprehensive Evaluation of Its Lead Product DCVax-L (NWBO, $1.50)

Perspective and Overview on this Report

The still unexplained and unresolved halt in screening for the phase 3 trial of DCVax-L…
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Northwest Biotherapeutics: My Thoughts on the New Data from the Phase 1/2 Trial of DCVax Direct (NWBO, Buy, $6.91)

Critical Issue in Interpreting the Data
Northwest just recently presented length of survival data for 39 patients evaluated in its phase…
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Implication of the Juno Celgene Deal for Emerging Immuno-Oncology Biotechnology Stocks in General and Northwest Biotherapeutics in Particular

The Terms of the Juno Celgene Deal

Celgene and Juno announced a ten year collaboration for drug development using CAR-T therapy…
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Observations from ASCO on Immuno-oncology with a Focus on Northwest Biotherapeutics’ (NWBO, Buy, $9.43) DC-Vax-Direct© and the Checkpoint Inhibitors of Bristol-Myers Squibb and Merck

Key Investment Points Stemming from ASCO

I have been going over data presented at ASCO on immune-oncology products and have been…
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Comments on Antares, Kite Pharma and Northwest Biotherapeutics

SmithOnStocks Mailbox
About the Mailbox:

My mailbox comments are brief articles on stocks in which I am involved. These can come from…
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CAR-T Companies-Kite (KITE, $55.09) and Juno (JUNO, $47.30): Is The Bloom Coming Off The Rose? Are Investor Expectations Unrealistic?

Introduction to This Thought Piece

Emerging biotechnology stocks obviously are very hard to value on an absolute basis because they usually…
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Northwest Biotherapeutics: Comments on Two AACR Posters (NWBO, $8.62, Buy)

Introduction

I have included an abstract on DCVax Direct and another on DCVax-L that will be presented in poster presentations at…
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Northwest Biotherapeutics: Highlights of the 2014 10-K (NWBO, Buy, $7.81)

Introduction

Northwest Biotherapeutics just issued their 10-K for 2014 and I would urge everyone to read it. The purpose of this…
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The Potentially Key Role of Northwest Biotherapeutics in the Emerging Immuno-Oncology Landscape (NWBO, Buy, $6.19)

Investment Overview

Linda Powers was invited to the 7th Annual Phacilitate Immunotherapy Forum in Washington D.C. to speak on the potential…
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Northwest Biotherapeutics: Some Thoughts about the Upcoming Presentation by CEO Linda Powers on Monday, January 26th. (NWBO, Buy, $6.28)

Ms. Powers will present at 10:30 AM.
She will then participate in a discussion panel with representatives from Amgen, Roche Diagnostics,…
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Notes from Linda Powers Presentation in San Francisco, January 12, 2015 (NWBO, Buy, $6.00)

Overview

Linda Powers spoke at the Biotech Showcase Conference in San Francisco on January 12, 2015. My Buy recommendation on Northwest Biotherapeutics…
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Northwest Biotherapeutics: Capital Raise of $35 Million could be a Positive Catalyst for the Stock (Buy, $5.14)

Neil Woodford, a highly respected UK portfolio manager has just invested $25 million on very favorable terms and the Company…
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Northwest Biotherapeutics: Exciting News on Potential for Early Patient Access for DCVax-L in the UK

UK designates DCVax-L as first drug to be considered for early access approval under recently enacted EAMS program.
Earlier this year,…
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Northwest Biotherapeutics: National Geographic Special Features DCVax Direct Treatment of Stage 4 Pancreatic Cancer Patient (NWBO, Buy, $5.90)

DCVax Direct was used in a patient with stage 4 pancreatic cancer whose chemotherapy was stopped.
The patient, a Nat Geo…
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Northwest Biotherapeutics: Sixteenth Feuerstein Attack on the Company (NWBO, Buy, $8.11)

Adam Feuerstein has just  launched its 16th negative blog on Northwest Biotherapeutics since the beginning of March and this has…
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Northwest Biotherapeutics: The Perfect Storm May Be Brewing for Short Sellers (NWBO, $7.66, Buy, Free Content)

I wrote on June 12th  that NWBO stockholders may be seeing a changing in the tide of investor opinion. The…
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Northwest Biotherapeutics: The Investment Tide May be Turning Positive (NWBO, Buy, $6.41, free content)

Purpose of Report

This report goes over recent news on the company in regard to DCVax Direct and DCVax-L and then…
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Northwest Biotherapeutics: Management Discusses Interim Data on Phase 1/2 Trial of DCVax-Direct (NWBO, Buy, $6.00, free content)

Introduction

Northwest Biotherapeutics held a conference call on May 27th to discuss interim results of its phase 1/2, first in human,…
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Northwest Biotherapeutics to Host Conference Call This Afternoon, May 27th (NWBO, Buy, $6.25)

Northwest Biotherapeutics announced today that the Company will host a conference call and webcast  with CEO Linda Powers today, May…
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Northwest Biotherapeutics Releases Promising Early Results in DCVax Direct Phase 1 Trial (NWBO, $6.20, content of this note is not limited to subscribers)

Overview

Northwest Biotherapeutics told investors that it would discuss initial results of the phase 1/2 trial of DCVax-Direct in inoperable solid…
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Northwest Biotherapeutics: Update On DCVax-Direct Based on ASCO Abstract and Positive, Early Results for First Patient Reported On (NWBO, Buy, and $5.94)

Investment Conclusion

The ASCO abstract on DCVax-Direct was released last night. It contains only a description of the drug and the…
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Northwest Biotherapeutics: Just Announced Financing Signals High Expectations for Use of DCVax-L under German Hospital Exemption Program (NWBO, $6.75, Paid Subscribers)

Purpose of New Financing

Northwest Biotherapeutics just announced a financing in which a single institutional investor bought $15 million of stock…
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Linda Powers, CEO of Northwest Biotherapeutics, Attacks and Debunks the Weak Bear Case in a Presentation on March 27

Overview

Northwest Biotherapeutics CEO Linda Powers made a presentation yesterday in which she addressed the bear case that has resulted in…
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Northwest Biotherapeutics ($3.44): M.D. Anderson’s Lead Role in DCVax Direct Trial is Encouraging

Northwest Biotherapeutics (NWBO) announced today that the phase I/II trial of DCVax Direct has been initiated at M.D. Anderson Cancer…
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