Seeking Alpha

Northwest vs Feuerstein rhubarb round 4

  • Northwest Biotherapeutics (NWBO -0.2%) takes umbrage with TheStreet's Adam Feuerstein in response to his May 27 article asserting that the company's DCVax isn't working. He says the company's stated maximum tumor shrinkage of 28% in some Phase 1 trial patients falls short of the globally-accepted RECIST standard of at least a 30% reduction to qualify as a valid partial response.
  • Northwest retorts in a press release today that there are numerous established measures of patient responses to therapies. It makes no claims regarding the RECIST criteria, but acknowledges the 30% partial response metric. It also cites the standard of "Stable Disease" for tumor shrinkage up to 28%. CEO Linda Powers says, "Feuerstein's so-called analyses consist of false statements, serious misrepresentations and personal attacks and smears."
  • The rhubarb began in March.
Comments (16)
  • longimgn
    , contributor
    Comments (225) | Send Message
     
    Hi.........I hope AF reads this comment......I'd like him to visit the NWBO booth at
    ASCO and talk to the investigators from MD Anderson and get his questions out to them and get answers he can then report to us......I know from following him
    for years he hates phonies.....I imagine he has never in all his years of covering companies and treatments, seen anything like what NWBO is reporting.......6 cancer types, response in about 50% of them to various degrees, in just about 4 months?????? I have been following IMGN for over 25 years and hoped they could target just one small type of cancer and get a meaningful response without the huge toxicity problems of untargeted chemo......Didn't really happen......Now, NWBO comes out with these results......It seems revolutionary.......If you read this, Adam, why are you discounting the German Special Exemption for the use of Direct L in patients with all types of Brain Cancer? Would they pay for something that does not work? Would they approve hospitals to treat patients with a treatment that was a phonie? Why are you so sure that the treatments L & D are just a placebo????? Go to the booth and talk to the investigators and then write your report....I would love to see what you think after you talk directly to them and not on some blog.......Thank you ahead of time for visiting them and for your love for Bio Tech companies that deliver real results.....Cheers, longimgn
    and now longnwbo
    29 May, 10:19 AM Reply Like
  • alext1379
    , contributor
    Comments (706) | Send Message
     
    Good luck, AF likes to hide behind a keyboard. Doesn't even need to put pants on.
    29 May, 10:25 AM Reply Like
  • hhabana
    , contributor
    Comments (40) | Send Message
     
    I really don't see the big deal with him. Also, I feel Linda should ignore him and focus on the business. You longs needs to stiffen the upper lip too. She replied to him a few times in the past and let it go. I think he has shown he's a bit loony with these frequent attacks. As a "journalist", he can write what he thinks, but going on Smith's article on Seeking Alpha and acting like a child makes me think he needs to contact a good psychiatrist and get some meds. His legitimacy decreases with each of these baby rants. Long 10,000.
    29 May, 11:03 AM Reply Like
  • Justreward
    , contributor
    Comments (111) | Send Message
     
    Do you feel like Ms. Powers acknowledging and responding to Adam in some way actually provides legitimacy to his writings?
    29 May, 11:39 AM Reply Like
  • tinsley09
    , contributor
    Comments (234) | Send Message
     
    His(A.F.) skepticism of the strong science claims for dendritic cell based biotechnology made by NWBO would be appropriate, IF it was BASED on even a superficial knowledge of the the immunology research since 1973 that earned Ralph Steinman the Nobel Prize in Physiology and Medicine in 2011.
    What is unfortunately happening NOW is that his rag( The Street) is providing him with a podium from which to inflict his educational limitations on naive retail investors and traders.A more responsible and modest attitude is required when dealing with the health prospects of very sick and terminal patients.Strong claims in science have to be supported by impeccable empirical methodology and solid science.The methodology of DCVAX-Direct phase 1 trial has generated some very promising BUT PRELIMINARY clinical data patients from patients with severely compromised immune systems(from prior chem and radiation).It is precisely the fact, that this preliminary data, from TERMINAL patients has produced a 58% efficacy rate and a 73% rate of preliminary tumor necrosis that deserves the attention of the science and clinical community.The methodology of this study is PRIMITIVE but its mechanisms are based on solid science in the public domain since 1973.Unfortunately A.F.is posturing in print, innocent of own educational constraints and inflicting his educational poverty on naive retail and investors and traders.
    29 May, 11:41 AM Reply Like
  • Hank.Mayes
    , contributor
    Comments (12) | Send Message
     
    If AF has made intentionally deceitful, incorrect statements, then NWBO should sue him. If he hasn't, they should ignore him. The guy's a schlemiel AND a schlomozzel, and he's making a living off of baiting people like Smith and Linda Powers. When they respond, it just gives him life. He's thriving off of it.
    It's too bad, because the bear case is always valuable, if it's well reasoned.
    29 May, 12:16 PM Reply Like
  • johncworth
    , contributor
    Comments (424) | Send Message
     
    Ultimately, the science is either good or not. AF's opinion is completely immaterial to any outcome unless you are a trader, not an investor. Who cares what he thinks? Clearly if he had the chops he would be running a hedge fund not writing for some Motley Fool also ran. If he is right, (and lets face it all you have to do to be right 90% of the time in biotech is to predict failure) then good for him. If he is wrong, he has kept the accumulation window open for longer. Part of his compensation is ultimately tied to page views/controversy. Why would you expect him to behave any other way than he is?
    29 May, 12:30 PM Reply Like
  • tinsley09
    , contributor
    Comments (234) | Send Message
     
    AF's false and misleading claims prevents the APPRECIATION of the stock to a level consistent with the scientific credibility of its technology and the present DCVAX-Direct, very promising but PRELIMINARY outcome data. It is very important to know that this promising and PRELIMINARY data has been collected from very sick and terminal patients whose immune systems have been severely damaged by previous iatrogenic chemotherapy and radiation treatments.

     

    AF's educational limitations are not WITHOUT financial consequences for NWBO's efforts to complete its research and development mission on behalf of these terminal patients.
    29 May, 02:07 PM Reply Like
  • cfriend881
    , contributor
    Comments (319) | Send Message
     
    tinsley09 thank you tinsley ! for spelling it out an making it clear ..many competitors malign their competition....when its done for financial reasons purposeful against medical folks an the patients who are seeking relief...I think you cross a line...this is deliberate carnival tactics used for ploy an to create doubt...in order to keep....well, that's the question , if you don't understand the science....then you should not be here....however, the straw man is fooling no one here, even the consumer patients who have to be reminded of his DRAMA QUEEN TACTICS....some people have to work wherever they can....I guess he meets the qualification for his role....hope you never develop CANCER straw man !
    29 May, 09:48 PM Reply Like
  • tony.mangahas@gmail.com
    , contributor
    Comments (3) | Send Message
     
    Then make a court case against AF. Make him pays for "false statements, serious misrepresentations and personal attacks and smears"
    29 May, 12:36 PM Reply Like
  • budfish
    , contributor
    Comments (24) | Send Message
     
    AF is not to be worried about. His screeds occasionally provide us with better entry levels for filling out our position. The respected announcements by the German and UK health systems and ultimately FDA and MD Anderson will be the only valid news to affect our positions. AF is like a barking dog chasing a car. Annoying but no one gets hurt (except the dog if he's not careful).
    29 May, 12:37 PM Reply Like
  • purewater
    , contributor
    Comments (18) | Send Message
     
    There is only one stock that I have held so long and that is NWBO. This is about 50% of all my investment. This is because:
    1. German approval of some sorts (my inherent trust that Germans won't let this happen without some solid trust and data)
    2. Articles I have read on immunotherapy companies (this mabe iffy, but maybe they are true);
    3. Being myself a colon cancer survivor (I had surgery followed by 6 month chemo). I just completed 4 years from surgery. Definitely surgery and possibly chemo helped me. So I am grateful. Also, I hope immunotherapy can bring in the breakthrough we all hope and pray;
    4, just some weird intuition that this NWBO stuff May work (but no real rationale)

     

    For us investors, it is also faith in truthfulness of the company. I am truly amazed that someone like AF (Adam) can contradict and hammer almost every time that NWBO comes out and makes a statement. Can someone do this?. It implies that AF is questioning the integrity of NWBO. It is all so strange.

     

    Of course for someone like me to put my hard earned dollars on a company is not east. But for all trusting investors in this company good luck. Let us hope for the best.

     

    Just another unrelated thought. Can immunotherapy be administered to healthy people like a vaccine as insurance against cancer?. There are lots of bright people out there doing cancer research. Yet there is no real cure. We are all praying and hoping for a breakthrough. Can NWBO do it?.
    29 May, 03:33 PM Reply Like
  • longimgn
    , contributor
    Comments (225) | Send Message
     
    Thank yu for sharing your story so well.....I also am a cancer survivor and wish I could get the NWBO treatment as an addition to my treatments....not for years to come......has to be tested, takes so much time and money....then it has to be approved for first line treatment or something.......I am not a scientist......I believe it is working and will be effective on many cancer types.....Even if I do not live to see the day, others will......Wait for results on Direct to be published and discussed at ASCO next week.......cheers
    29 May, 04:07 PM Reply Like
  • tinsley09
    , contributor
    Comments (234) | Send Message
     
    NWBO is attempting to validate a VACCINATION model of therapy for cancer,using dendritic cell(The CONDUCTOR of the entire immune system) technology. This is a very strong claim.The basic science on which this therapy is based started in in 1973 with Steinman;s discovery of the dendritic cell for which he received in 2011 the Nobel prize in Physiology and Medicine.He died of cancer in 2011 while a Research Professor at Rockefeller Univ..If and when IMMUNE MEMORY is demonstrated in humans(It has already been found in animals,with this D.C. technology) then the vaccination model of therapy for cancer will be validated for humans.
    29 May, 04:13 PM Reply Like
  • William Peters
    , contributor
    Comments (13) | Send Message
     
    Its beyond me that I can still buy NWBO stock at a market cap of ~300M given that they just keep adding to the story, and boy-oh-boy, its a story to steam-roll 'modern' medicine. I am truly excited, long, and accumulating. Thanks for the opportunity!! PS AF in my (cardiac) world means 'irregularly irregular'. Go figure
    30 May, 07:40 PM Reply Like
  • pat walsh
    , contributor
    Comments (209) | Send Message
     
    Linda does not take any sht from his Fuhrer AF.She has my vote.
    21 Jun, 12:29 PM Reply Like
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