Expert Financial Analysis and Reporting

There has been frenetic trading in Northwest Biotherapeutics stock as investors await the release of topline data from the DCVax-L phase 3 trial followed by the release of the full data set. There was speculation that the data could be presented at the Society for Immunotherapy of Cancer (SITC) in a poster session on either […]

Overview Northwest Biotherapeutics stock was on fire yesterday as the price increased 35% to $1.12. The strength appears to be  attributable to two posts on the investor website iHub. Thoughts on First Post The first post was as follows: “In the EU Clinical Trial register, it shows that the primary endpoint for the DCVax-L trial […]

Clinical Data Offers Much Hope that Phase 3 Trial of DCVax-L in Newly Diagnosed Glioblastoma Multiforme Will Be Successful Northwest continues to guide that the long anticipated release of topline data from the phase 3 trial of DCVax-L in newly diagnosed glioblastoma (ndGBM) will be after Labor Day and likely in September. This trial is […]

Investment Overview: Highly Asymmetric Outlook Northwest Biotherapeutics has guided that it will report results of the phase 3 trial of DCVax-L in newly diagnosed glioblastoma (GBM) sometime after Labor Day. This results in a highly asymmetric outlook for the stock price. In this report, I present a plausible hypothesis that over the next year the […]

Investment Overview In the 1Q, 2020; 10-Q regulatory release on June 24, there was a section that went into some detail on the pending release of topline data from the phase 3 trial of DCVax-L in newly diagnosed glioblastoma. It describes how Covid created major problems in compiling data from the phase 3 trial that […]

Introduction Results for the phase 3 trial of DCVax-L in the treatment of newly diagnosed glioblastoma multiforme (ndGBM) should be released in late June or early July. In anticipation, I wanted to reiterate why I believe there is a reasonable possibility for a successful outcome. If so, this would constitute a major advance in the […]

Investment Overview There are Good Reasons to Believe that Phase 3 Trial of DCVax-L in Newly Diagnosed Glioblastoma Multiforme Will Be Successful and Lead to Approval The phase 3 trial of DCVax-L is nearing unblinding as discussed in my November 21, 2019 report. and investors are awaiting anxiously to see if the trial will be […]

Investment Overview My reason for first looking at Novocure in depth was that it provided important comparative information versus Northwest Biotherapeutics’ DCVax-L. Those of you who have followed my research know that I believe that there are very good reasons to believe that DCVax-L will be approved in 2020 or 2021 for newly diagnosed glioblastoma. […]

Key Points In the third quarter 10-Q regulatory filing, it was disclosed that the draft form of the trial’s Statistical Analysis Plan (SAP) has been finalized for the phase 3 trial of DCVax-L in glioblastoma multiforme (GBM). This followed lengthy and extensive work on the part of independent statisticians and the distinguished Scientific Advisory Board. […]

Reason for This Further Discussion A number of subscribers have pointed out to me that my discussion of the survival tail could have been more clearly explained. Consequently, I have rewritten two sections as shown below that will hopefully be clearer. I have also summarized my analysis as follows: In the CheckMate trials in second […]