NorthWest Biotherapeutics Inc (NWBO)

[flipper44]

Something I thought might have been the case sometime long ago was that the general commercial game plan was to use DCVax-L for mesenchymal (some classical), EGFRIII (Rindopepimut by Celldex) for most classical, ICT-107 by IMUC for hla-a2+ (with at least one of six matching antigens), and Optune for proneural.

As two of the four trials failed their primary endpoints, what you now see with the new guidances might be an effort to at least rehabilitate ICT-107's phase ii trial, so that if DCVax-L also works out, there will be three coverages.

However, it could be DCVax-L is more of an overall player than originally thought, so it's possible they needed to see if it would even be worth rehabilitating ICT-107's phase II trial. The guidances may be your answer that ICT-107 might, and I said might, under this theory, at least hold its own in the narrow hla a2+ subgroup, remember just 6 antigens used, and be at least another alternative to L, if not a first line in the narrow hla-a2+ subgroup -- wherein DCVax-L would likely have mesenchymal and at least part of classical covered.

Anyway. I kind of wrote the whole notion off for ict-107, even though I got up on my soap-box for ICT-107 to be approved already, based upon the prior phase ii trial for its subgroup, every once in a while, but now, it actually appears feasible with the new guidances.

jmho.