NorthWest Biotherapeutics Inc (NWBO)

[maverick_1]

TiltMyBrain thoughts for FAST BIG FLIP is understandable from a short term perspective.

Great post StockFollower's as I am in total agreement that this will offer CEO Linda Powers; Toucan and all other shareholders a far $ higher return over a longer period of time and IMHO likely much safer than how one reinvests a Big Wad on a Realized Buyout aside from tax issues.

Having the battle scars of near Ashes for the second time CEO Linda Powers will ride waves and have control over how it pans out and complete HER LONG SOUGHT LEGACY of reaching the expected Phoenix: lots remains to be seen of course to happen. But that has been my initial and current viewpoint despite the operating, financial soap opera over the last 3 yrs.

Obviously for BOTH of the above one is assuming positive developments for our DISRUPTOR on more than just the Ph3 L ndGBM trial; DIRECT as it relates to a large untapped INOPERABLE Solid Tumor Mkt versus what was described today in a few of my posts on issues confronting CAR T; same for the conundrum for both BMY/MRK to get more than 5% PD-L1 response rates for BMY and .50% for MRK w/a DIRECT COMBO:The below posts will elaborate:

maverick_1 Tuesday, August 30, 2016 9:42:42 AM
Re: maverick_1 post# 203337 Post #
203922
of 212032 Go
BMY Opdivo/MRK's Keytruda re NWBO's DIRECT for large combo Checkpoint Inhibitor market:

Quote:
Collection of EXPERT Interviews/Articles and EXPERT PanelS on Immunotherapy Use in Advanced SOLID Tumors (NWBO's DCVAX DIRECT) as well as NWBO's recent FOCUS in one post (may have missed a few expert articles) indicates clearly what industry experts' view are of the BIG developments. Add in the recent BMY Opdivo Ph3 failure in NSLC, MRK's Keytruda desire to catch up to BMY's Opdivo(#1 in pdt sales for BMY! and fastest growing); and other BIG RX's lagging behind: like AZN + ABBV + Roche .

The size of the PD-L1 market is large and apparently a large portion of the below comment given the unanimity of comments within all the links provided in this post :
Quote:
Cancer has proved a strong growth driver but the company (ABBV) had been a little behind the times, with its U.S. rivals Bristol and Merck ($MRK) reaping the benefits of their new immuno-oncology meds, with Roche ($RHHBY) and AstraZeneca ($AZN) also looking to get in on the potentially $35 billion PD1/PD-L1 market.
http://www.fiercebiotech.com/biotech/abbvie-pens-third-oncology-tie-up-week

The entirety of the above paragraphs are embodied here with Key Opinion Leaders (KOL's):
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=124846311

Here's a thought provoking post mortem article on BMY's Opdivo Ph 3 NSCLC failure resulting in a loss of $22 BLN in market capitalization:
http://medcitynews.com/2016/08/opdivo-immunotherapy-cancer-bms/?rf=1
Clearly BMY/Opdivo has a muxh stronger strategic need for what DC VAX DIRECT Combo can do as Opdivo has not surprisingly lost a lot of business to MRK's Keytruda. BMY has been subject to Pfizer being an acquirer recently. OTHERS such as Roche and AZN also have a strategic need as oncology are both of the latter's key corporate drivers Here's the post elaborating why a year ago:

maverick_1 Friday, 08/05/16 05:43:42 PM
Re: hopefulsurgonc post# 68660
Post # 68689 of 123387 Go
The Key differences in failed BMY Opdivo 026 vs Merck's Keytruda all in Lung Cancer:
Quote:
“It’s somewhat of a quagmire,” Cancer Research Institute CEO Jill O’Donnell-Tormey told Xconomy in an interview in June. Although there seems to be a trend that more PD-L1 expression may lead to better responses, “some patients don’t show expression of PD-L1 but still respond, and vice versa.”

At the time, O’Donnell Tormey pointed specifically to how different companies have evaluated PD-L1 expression differently. Bristol, for example, enrolled patients whose tumors express at least 5 percent PD-L1. Merck enrolled patients whose tumors have at least 50 percent PD-L1 expression. The results have now come back for both companies, and Merck has reaped the rewards for its choice. Nivolumab failed, while Merck disclosed in June that its drug helped lung cancer patients with at least 50 PD-L1 expression live longer, and hold tumors in check longer, than those on chemotherapy in a Phase 3 trial.

Lung cancer is the second most common cause of cancer (behind skin cancer)

DIFFERENT STROKES FOR DIFFERENT STROKES

SORRY for the long ramble: but needed for comprehension of others as most posts over my three yrs here are scientifically either in the abstract and/or in isolation.
Been a long day and previous night: up 20 hrs and will CRASH shortly