Expert Financial Analysis and Reporting

Introduction I have included an abstract on DCVax Direct and another on DCVax-L that will be presented in poster presentations at the American Association of Cancer Research (AACR) meeting during April 18 to April 22. I have included the entire abstract for your review DCVax Direct Poster This poster dealt with the phase 1 trial […]

Introduction Northwest Biotherapeutics just issued their 10-K for 2014 and I would urge everyone to read it. The purpose of this note is to point out what I consider to be interesting pieces of information gleaned from the 10-K. Once a year, each Company publishes a 10-K and I think of the document as a […]

Investment Overview Linda Powers was invited to the 7th Annual Phacilitate Immunotherapy Forum in Washington D.C. to speak on the potential role of personalized immunotherapy drugs in the treatment of cancer. She was prominently featured in the agenda as a speaker in which she explained Northwest’s business strategy and as a participant on a panel […]

Ms. Powers will present at 10:30 AM. She will then participate in a discussion panel with representatives from Amgen, Roche Diagnostics, Adaptimmune and Biovest International. Prior to her presentation representatives from Bristol-Myers Squibb, Merck and M.D. Anderson will speak. I don’t know if there will be anything new that will be presented but inclusion of […]

Overview Linda Powers spoke at the Biotech Showcase Conference in San Francisco on January 12, 2015. My Buy recommendation on Northwest Biotherapeutics is well documented and well known. The purpose of this note is not to document the reasons for my positive recommendation. It is intended as a brief summary of the notes that I took. […]

Neil Woodford, a highly respected UK portfolio manager has just invested $25 million on very favorable terms and the Company has also received $10 million from a mortgage financing. This takes away the concern about financing that has been a lid on the stock. There is now a cash runway to see the Company through […]

UK designates DCVax-L as first drug to be considered for early access approval under recently enacted EAMS program. Earlier this year, Germany granted approval to DCVax-L under its early access program. Early access means that DCVax-L can be prescribed prior to formal approval that might come in 2016. I expect revenues from German sales in […]

DCVax Direct was used in a patient with stage 4 pancreatic cancer whose chemotherapy was stopped. The patient, a Nat Geo employee, is stable at 18 months post diagnosis and gives his very positive view of the efficacy of DCVax Direct. Clinical studies show that 50% of such stage 4 pancreatic patients die within six […]

Adam Feuerstein has just  launched its 16th negative blog on Northwest Biotherapeutics since the beginning of March and this has caused the stock to decline about $0.88 in early trading. The link to his blog is http://www.thestreet.com/story/12749366/1/prestigious-cancer-hospital-rebukes-northwest-bio-for-inappropriate-data-disclosures.html  and the title of the blog is “Prestigious Cancer Hospital Rebukes Northwest Bio for ‘Inappropriate’ Data Disclosures” Here […]

I wrote on June 12th  that NWBO stockholders may be seeing a changing in the tide of investor opinion. The release of an update on interim data on the phase 1 trial of DCVax Direct has had a major impact as the stock has increased 20% in the week since that release. Today, the Company […]