Tim Pollheide

Marketing, Sports, Art, Stocks, Biotech. All opinions are my own.

[Tim Pollheide @TimPollheide]

$NWBO

[The Dapper DO @TheDapperDO]

#NWBO $NWBO #DCVax
I think we will soon have much to be thankful for! Cancer will soon be cooked.

[Tim Pollheide @TimPollheide]

@elonmusk @DailyMail NWBO

[🇩🇰 The Danish Dude 🇬🇱 @FlemmingBruce]

$NWBO

It’s done.

4-5 years of libels through pathetic FUD narratives finally laid to rest 6 feet under.

All you people who have been consistently talked thrash against Linda Powers with your pathetic conspiracy theories, threatened with lawsuits and whatnot.

Eat s***

https://t.co/fzMpxfFnvr

[Tim Pollheide @TimPollheide]

$NWBO

[Andrew Caravello, DO @andrewcaravello]

Quiet IP Giant: What Most Don’t Know About $NWBO

Most see NWBO as a pre-approval biotech stuck on the OTC.

What they miss?
It’s sitting on a global fortress of IP that rivals or exceeds many commercial-stage biotechs—with the potential to unlock value across borders.

Here’s what’s hiding in plain sight:
•103 issued patents
•64 pending patent applications across the U.S., EU, Japan, China, South Korea, Australia, India, and beyond
•Validated in 59 European jurisdictions through the EPO—including Switzerland, the UK, and all major Orbis and ACCESS members
•Coverage spans:
•DCVax manufacturing processes
•Immunopotency assays
•Tumor microenvironment reprogramming
•Flaskworks automation tech
•Combination immunotherapies with checkpoint inhibitors
•And now: new technologies licensed from Roswell Park for “enhanced dendritic cells” already in Phase 2

But one of the most underappreciated developments?

NWBO is a co-applicant on a new patent filed in March 2024:
US20240382572 – “Combinations of Checkpoint Inhibitors and Therapeutics to Treat Cancer”
Applicants: Northwest Biotherapeutics, Cognate, UCLA, RevImmune, and The Regents of the University of California
Inventors: Linda Powers, Marnix Bosch, Linda Liau, Robert Prins, James Ganjei

This is the kind of filing you don’t see unless you’re thinking multiple layers ahead:
Checkpoint synergy. DC vaccine base. T cell recovery. IL-7 axis. UCLA + RevImmune + NWBO = a full-stack immune reset.

Add to that Orphan Drug status for glioblastoma, and NWBO is legally positioned for:
•7–10 years of market exclusivity
•Fast-track regulatory access
•Waived FDA fees
•Potential pediatric extensions

Even more:
NWBO owns its own GMP facility in the UK, operated by Advent, with a Manufacturer’s Authorization already in place.
Flaskworks tech gives them automation leverage.
The spoofing lawsuit with Cohen Milstein and Laura Posner targets systemic suppression.

So what are we really looking at?

A first-in-class platform with global IP, clinical validation, regulatory recognition, and now a growing ecosystem of partnered science (UCLA, RevImmune, Roswell Park).

The silence around this company isn’t emptiness—it’s compression.

When this rerates, it won’t trade like a startup.
It will trade like a company with the receipts already filed—and the IP to defend the moat.

And on that note—a huge thanks to @HenryMuney , who continues to be one of the sharpest eyes on this story. From tracking regulatory breadcrumbs to being first on filings, he’s consistently ahead of the curve. If anyone’s going to spot the first sign of approval, it’s probably him. Well worth a follow if you want signal over noise.

[Tim Pollheide @TimPollheide]

$NWBO

[🇩🇰 The Danish Dude 🇬🇱 @FlemmingBruce]

$NWBO

Thanks @ATLnsider 🙏🏻

We're set to go!

https://t.co/6tTmhPnpIR

[Tim Pollheide @TimPollheide]

$LILM https://t.co/lIFettupHC

[Tim Pollheide @TimPollheide]

$PHIL

[PHILUX GLOBAL GROUP @PHIGROUP]

#PHIL Dear Valued Shareholders, the investor representative has confirmed that the transfer has been done today for first the investment fund financing package we mentioned on December 24. We will officially update with an 8-K, press release and conference call as soon as the funds are reflected in our account. Thank you for your patience. God Bless!

[Tim Pollheide @TimPollheide]

$NWBO

[Kenneth @Kenneth83risom]

$nwbo

[Tim Pollheide @TimPollheide]

$LILM Excited to see the continued progress

https://t.co/VwPzpE9hI2

[Tim Pollheide @TimPollheide]

$NWBO

[PENNY STOCK KING @PENNYSTOCKKING7]

2 Microcaps strongly positioned for explosive price increases in the near term. $NWBO $SHPH https://t.co/j2eO5GxqNf

[Tim Pollheide @TimPollheide]

$NWBO

[Henry @HenryMuney]

#Flaskworks patented case on December 4, 2024: US17/074,921 - "Systems and methods for cell culturing"

https://t.co/XhvtpKZUn3

$NWBO

[Tim Pollheide @TimPollheide]

$NWBO

[RIP_GOP @RIP_GOP1234]

$NWBO #DCVAX

https://t.co/3sqxWsTDmO

[Tim Pollheide @TimPollheide]

$NWBO

[Hoffmann @hoffmann6383]

🔊Breaking News: Federal Court Allows Second Spoofing Case against Market Maker to Proceed

The Case: Phunware Inc. v. UBS Securities, LLC, 1:23-cv-06426 (SDNY)

Plaintiff: $PHUN
Defendant: @UBS

Market makers are now zero for two in trying to get spoofing lawsuits (an illegal form of market manipulation) tossed at the motion to dismiss stage.

Why is this important?

It sets precedent for the potentially largest ongoing spoofing case where $NWBO is trying to survive a Motion to Dismiss (MTD) against the largest market makers in the world, including @VirtuFinancial and @citsecurities, among others.

These lawsuits, and especially the $NWBO spoofing lawsuit, have the potential to significantly alter the financial landscape. I'll go into more detail on this point once the $NWBO MTD Report and Recommendation is issued.

How is $PHUN similar to the $NWBO spoofing case?

✅Same lead attorney - Laura Posner

✅Nearly identical complaints ($NWBO Image 1, $PHUN Image 2)

✅Both in Southern District of New York

✅Same issue before the court - loss causation

What did the Court in PHUN state?

See Image 3.

Plaintiff sufficiently plead loss causation to survive a MTD under the temporal proximity theory.

The Court is not addressing the long-term price impact because it is unnecessary at this stage.

Plaintiff plead loss causation with enough specificity to satisfy the heightened standard under Rule 9(b)

Thoughts

This isn't binding precedent for the $NWBO spoofing lawsuit, but it is certainly persuasive. Nearly identical cases. Exactly on point. Same attorney. Don't be surprised if we see Posner update the Court in $NWBO's spoofing case of this ruling.

Keep an eye out for the $NWBO Report and Recommendation on the pending MTD. It should be coming any day now.

Market makers and their hedge fund clients are one step closer to accountability.

Happy Thanksgiving!

[Tim Pollheide @TimPollheide]

We should consider implementing a financial cap on campaign spending for the next election term.
@VivekGRamaswamy @elonmusk

[Tim Pollheide @TimPollheide]

#Netflix #Fight #TysonPaul

[Person404 @Person1337404]

#NetflixFight #fail

current quality of the stream.

[Tim Pollheide @TimPollheide]

$NWBO

[Hoffmann @hoffmann6383]

➡️Highlights from the $NWBO Q3 '24 10Q⬅️

https://t.co/fWyvIXT8LV

☑️Statement of Work (SoW) #8 with Advent

“SOW 8 covers the work required to establish the DCVax-Direct program in the U.K and manufacture DCVax-Direct products for global use."

SOW 8 includes 5 one-time milestones with corresponding milestone payments:

(a) Basic Technology Transfer, New SOPs & Regulatory Documents.
(b) Process Development: TFF System vs. Other Systems.
(c) Process Development: Existing and New Product Composition.
(d) Technology Transfer: Clean Room Implementation.
(e) New IMPD and New IND.

^^TLDR; NWBO is going to be restarting DCVax-Direct program in the UK (a phase II trial) and manufacture DCVax-Direct products globally at Advent.

☑️MAA Application

Recall from an August 2nd 8K NWBO previously stated “…inspections by the MHRA that are scheduled to take place in both the US and UK”

This 10Q states:

“The review of the application is ongoing, and inspections are being conducted in the U.K and the U.S.”

^^ Progress. I believe this is current as of the end of the quarter, so hopefully the inspections are done by now.

☑️Reimbursement

“The Company has evaluated and selected specialized, highly experienced consultants with whom to undertake preparations for a potential reimbursement review and evaluation process.”

^^It looks like NWBO has engaged with a consultant to prepare the necessary paperwork for NICE. It’s a massive undertaking. Look at Exa-Cel, the first CRISPR-based gene therapy to be approved in the UK:
https://t.co/8ZVAe9Qx8m. I wish $NWBO engaged with this consultant prior to Q3 of '24.

☑️Clinics

“…to establish collaborations with several private clinics in the U.K.”

Why?

“…dedicated leukapheresis units which will be available for NWBio patients at all times.”

“…to conduct clinical trials with these private clinics as trial sites…”

“…to treat compassionate use patients – patients with diverse types of solid tumors, in addition to patients with brain cancer.”

It sounds like NWBO and Advent currently have arrangements with, or are working on arrangements with, three private clinics.

^^Good update. It sounds like leukapheresis was a bottleneck in the treatment process and $NWBO is addressing said bottleneck. Further, this might allow $NWBO to make some extra $$ while we await NICE/NHS reimbursement approval, especially if these clinics will be able to treat diverse "types of solid tumors".

☑️Collaborations: Complementary or Synergistic Technologies

"The Company completed negotiations and entered into a contract with a company that has a complementary immunotherapy agent, and the two companies have been engaged for a number of months in joint development of trial designs and selection of candidate cancers for a combination treatment clinical trial…. The Company anticipates potentially being ready to submit an IND for such a combination trial to regulators during Q1 of next year." (emphasis added)

"The Company has also completed negotiations and entered into a contract with a company that has an immune booster agent that may have the potential to further increase the potency of DCVax products."

^^ DCVax-Direct or -L? Looks like a combination trial for multiple different cancer types. I like that we see a timeline here. I wish they were clearer about what exactly they are talking about. Overall, good news. The question is, how will the trial be funded?

☑️Re-start of the DCVax-Direct Clinical Program

“The Company currently anticipates that the DCVax-Direct program will be able to restart by the end of January.”

“For the same reasons as described above in connection with the planned combination treatment trial, the Company plans to focus DCVax-Direct clinical trial designs on tumor response endpoints with potential timeframes of months rather than survival endpoints with timepoints of years.”

^^Looks like DCVax-Direct is to restart by the “end of January”, which is different than saying an IND is to be filed by Q1. A complementary immunotherapy trial for multiple cancer types is supposed to have an IND filed by Q1. To me it sounds like an IND is to be filed for DCVax-L + (complementary agent) during Q1. Further out, we should expect to see an IND related to DCVax-Direct (refer to SOW #8). My speculation.

☑️Ongoing and Expanded Phase 2 Clinical Trials Under the Roswell & Pittsburgh Portfolios

The previously mentioned PII melanoma trial is a “dendritic cell treatment (that) is anticipated to be tumor-agnostic and potentially applicable to most types of solid tumors” and “the trial scope has been expanded to add refractory lung, breast, and bladder cancers to the trial in addition to refractory melanoma.”

^^ Good news.

☑️Intellectual Property

“The Company believes that the ongoing expansion of its IP portfolio is an important and valuable part of building a leading franchise in dendritic cell technologies.”

^^ Expected.

☑️Additional Info

What is curiously missing from this 10Q that we saw on the 2Q 10Q is a flaskworks update and an update on the grade C cleanrooms at Sawston.

We also haven't gotten an update on further regulatory filings for approval since a brief mention at the ASM nor have we heard any further information on the commercialization headcount buildout that LP referenced at the ASM.

Lastly, I find it curious that the 10Q's have almost become a place to put news instead of an 8K. In a way I like it, because you remove all the fluff that you see in a PR, but PRs are valuable for a little known OTC companies.

Anyways, overall, good 10Q. We've seen nothing but positive updates with $NWBO, albeit, sometimes things move a little slower than I'd like.

[Tim Pollheide @TimPollheide]

Citigroup is dancing a dangerous dance

[McSqueezyTheCow @McSqueezyTheCow]

Citigroup, the parent company of Citibank, reported $94.93 billion in "Securities sold, not yet purchased" for the period ended September 30, 2024.
Citigroup Inc Form 10-Q for the Quarterly Period Ended September 30, 2024:
https://t.co/3iezGYVIfm

[X Market News🚨 @xMarketNews]

DEVELOPING🚨 South Korea has Banned ALL Short Selling to Investigate Naked Short Selling & Market Manipulation

Now, the United States has to do the same to protect investors and companies✅ We ask you to sign and share this Petition with Donald Trump

Implement a Temporary Ban on Short Selling in the United States Stock Market 🚨👇

Sign the Petition, Share the Petition. and Repost this Post 🏆

Petition Link: 🔗 https://t.co/flAYQvCw5W

@pulte @ryancohen @PatrickByrne @AMCbiggums @ThePPseedsShow @MindandEmotion7