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TickerTalks›$NWBO
NWNWBO

Northwest Biotherapeutics, Inc.

$NWBO·$296M·Biotechnology·Healthcare
$0.19+1.1%1Y-18.9%
Mentions · last 7 days
2026-08-08: 80 posts2026-08-09: 71 posts2026-08-10: 113 posts2026-08-11: 106 posts2026-08-12: 141 posts2026-08-13: 94 posts2026-08-14: 96 posts705+27%
Price updated 14h ago·X counts updated 12h ago
NWNWBO
$NWBONorthwest Biotherapeutics, Inc.
$0.19+1.05%705 posts+27%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $NWBO, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-08-15

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

A Phase 3-completed brain-cancer vaccine that has been 'six months from approval' for four years — the Saudi MOU is the fresh angle.

Northwest Biotherapeutics is a small biotech with a single Phase 3-completed cancer vaccine (DCVax-L for glioblastoma) that has been waiting years for regulatory approval — the story alternates between 'imminent MHRA approval' and 'endless delays,' and the tape reads the same each time.

Where it stands:

  • The regulatory pathway is near a decision point: MHRA review remains the closest binary catalyst, and the Saudi/SPIMACO MOU announced August 6 offers a potential regulatory-plus-manufacturing shortcut around any UK approval delay — if the MOU turns binding, that's a legitimate first-commercial-market entry.
  • The financial condition is desperate and dilutive: NWBO raised $4.9M via a 40.3M-share ATM offering July 31 at ~$0.12/share, revenue was $494K last quarter, and free cash flow was -$12.6M — the company is trading against the clock between approval and going-concern.
  • The DCVax-L Phase 3 data is real but the FDA has never accepted the propensity-score-matched analysis: the July 8 updated survival data adds statistical durability, but the regulatory pathway is not the same as the science pathway — the reason 'inevitable approval' framing has been wrong for years.

Genuinely binary — MHRA approval or a firm Saudi manufacturing deal in the next 6 months converts NWBO from penny-stock to first-time-revenue biotech. Any further delay and the ATM continues drip-selling into any bid; the equity retests $0.10. The Citadel/Virtu spoofing lawsuit narrative is not the actual variable.

What to watch: Any MHRA decision announcement or the Saudi/SPIMACO MOU converting to a binding agreement in the next 3-6 months. Either is the catalyst; another quarter of ATM dilution at these levels with neither is what continues the grind lower, and the $0.10 handle becomes a real test.

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment209 posts analyzed · as of 2026-08-14

Northwest Bio's community reads as almost uniformly bullish, driven by two clocks the crowd keeps counting down: the MHRA approval decision and the SPIMACO/Saudi MOU turning binding. Posters describe the Saudi deal as a potential regulatory-plus-manufacturing shortcut around UK delays, and cite the Citadel/Virtu spoofing lawsuit as proof the stock has been suppressed. The dominant vibe is aggrieved-conviction — long-suffering holders framing catalysts as inevitable and shorts as running out of runway — with almost no substantive bearish counter-voices in the window.

Read the AI verdict + X sentiment for $NWBO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Clinical-stage biotech developing DCVax personalized dendritic cell immunotherapy for glioblastoma and other cancers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $NWBO.

Biotechnology · Healthcare

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+44.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-5.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-129%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-35.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-16.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
197.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
62.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
-44.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-1.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 14, 2026$-0.01——
Q1 2026May 15, 2026$-0.00——
Q1 2026Apr 15, 2026$0.00——
Q3 2025Nov 14, 2025$-18.22——

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$494K+31.7%-71.5%-2206%$-0.00$-12.6M
Q4 FY25$672K+190.9%-19.2%-2010%$0.00$-15.2M
Q3 FY25$200K-44.0%-161%-7160%$-0.02$-13.5M
Q2 FY25$131K-74.3%100%-11282%$-0.01$-7.0M

Forward consensus

2-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.6M$1.6M – $1.6M-$0.05-$0.05 – -$0.051
FY27$38.9M$38.9M – $38.9M-$0.07-$0.07 – -$0.071

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.22%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+5.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-13.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.6B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β-0.625-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJul 318-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Northwest Biotherapeutics, Inc. (NWBO) entered into financing with YA II PN, Ltd with a counterparty on 2026-07-31, involving $4.9 million. . This is a material definitive agreement (Item 1.01) requiring immediate disclosure under SEC rules. Investors should review the agreement terms for financial obligations, dilution, or strategic implications.

424B5Prospectus supplement (offering)Jul 31424B5
AI summary

NWBO (NWBO) filed a prospectus supplement (Form 424B5) on 2026-07-31 for an immediate offering of 40,325,000 Shares $0.001 per share, raising approximately $4.9 million. Use of proceeds: Use of Proceeds S–2 Dividend Policy S–2 Dilution S–2 Description of Securities S–3 Experts S&nda. This is dilutive capital activity happening now — new shares will be issued. Investors should assess pricing relative to market and stated use of proceeds to evaluate dilution impact.

8-KPress release / Reg FDJul 208-K — Item 7.01: Press release / Reg FD
AI summary

Northwest Biotherapeutics, Inc. (NWBO) filed a Reg FD disclosure (Item 7.01) on 2026-07-20, furnishing presentation were quite encouraging. Reg FD filings ensure simultaneous public disclosure of material information shared with select investors. This is generally informational; no new deal terms or financial results were announced unless otherwise noted. Investors should review the attached exhibit for updated guidance or strategic commentary.

8-KAcquisition completedApr 78-K — Item 2.01: Acquisition completed
+ 6 other (2 10-Qs · 1 EFFECT · 1 POS AM · 1 10-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Northwest Biotherapeutics Announces MOU for Collaboration With the Saudi Pharmaceutical Industries and Medical Appliance Companygurufocus.com·9d agoNorthwest Biotherapeutics Announces MOU for Collaboration With the Saudi Pharmaceutical Industries and Medical Appliance Companyprnewswire.com·9d agoNorthwest Biotherapeutics Presents Updated Survival Data from Phase III Trial of DCVax®-L For Glioblastoma Using Individual Patient Level Data in Multiple Independent Analysesprnewswire.com·38d agoNorthwest Biotherapeutics Announces Scientific Presentation on Propensity Score Matching at the British Neuro-Oncology Society Annual Meetingprnewswire.com·44d agoNorthwest Biotherapeutics Announces Scientific Presentation on Propensity Score Matching at the British Neuro-Oncology Society Annual Meetingprnewswire.com·44d ago

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