Dstock re; trial 23351 and the last in line of your IL 7 trials treating pediatric Ewing’s Carcinoma. Of the 5 or so IL7 trials you listed 23351 was the only combined with pulsed dendretic cells- is that L ?
In this trial, 12 of 30 treated with IL7 and maybe L had a nice long tail.
https://t.co/9mzeF36eSj

Danish are there any trials run by revimmune to combo IL7 and L ?

CaptainO- there is no way. Advent is a service provider and has nothing without ownership of the product, dendretic cell platform.

At least LP is on record for stating nwbo has learned how to make DCVax more potent and well, here’s one very good example.
Thx ILT

The behind the scenes structuring and restructuring is obviously not a material event. However, there are material events incoming that will utilize the new corporate structure. Did you think there’s no reason for these moves? LoL

On a Saturday.

No sweat Dstock.

Senti yes on the Roth- I can’t sell those for 2 and 3 years so I may as well get the certificate. I also thought this might be complicated as it seemed to me that a Roth certif would need to be documented as such to maintain tax status.

Could be - if it was me I would have ordered all GMP parts and make the announcement of same right before assembly was to begin…
Sandbag to greatest extent possible…does the fda or MHRA approve the Eden device?

Single Stock- totally agree LP has reframed the future. I see your analysis as describing 2 bookends, BP Licensing which includes a buyout discussion or framework, at 8 bucks if I understood you.
What’s in the middle of the bookends is also described by LP, aka the business model.
LP is using new terminology like franchise and in licensing and dendretic cell platform and the new Development center at Sawston.
So what does that mean?
To me, LP is describing how they will monetize the dendretic cell platform using in licensing to receive up front payments from BP and Oncovir to run additional combo trials out of Sawston. Yes the agreements should include milestones and ongoing licensing fees post approval and maybe buyout.
LP is describing a new forward looking framework, unrelated to GBM, is running combo trials for most of the solid tumor market that includes up front payments, milestones and licensing post approval. The first such in licensed collaboration will be announced after cementing. These are deals coming in the short term and outside your 8 buck analysis which is GBM only. Now if I misunderstood and 8 bucks on NICE approval, not buyout price, I can agree with.
Whomever the BP combo partner is has marketing responsibilities and they can license Eden’s for production.

Hyperopia- there’s a global license and UK residents get insurance coverage and rest of world doesn’t.
Is this not compassionate use rest of world?
Regarding initial large scale manufacturing with Artisan—- I don’t think that ever happens - whos plunking down millions to ramp up Artisan for short term duration until Eden’s? ROI ramping Artison is not good.
So, hurry up Eden’s.

Great work Dstock.

No 100% disagree. What’s important to shareholders are milestones achieved such as MHRA approval not the date of the ASM.
Second, what’s important to shareholders is effective communications including target dates for milestones.
Whether they hit target dates is a separate discussion.
Third, they can hold the ASM regardless of whether approval is in hand. We have words like imminent to use should ASM precede approval. Besides, there are other milestones besides approval that are relevant like Eden’s readiness and target date for device approval.
Last, per PRs or the 10k we learned that once the MHRA process has been cemented there’s material collaborations involving additional trials or other. LP also indicated that the sole focus will be on the MHRA process and nothing else.
So to me, there is no other resources to devote to anything but the approval process. Since this is an available time issue and an ASM is announced then time resources have become available and the infamous cement has cured.
My opinion is better than yours LoL.

Flip I had that question your post makes sense. I’m also assuming there are adjustments from NICE annually either on a CY or fiscal year consistent with the NICE decision date. Plus, there should be reimbursement adjustments annually to account for inflation and NICE budget variances.

Does it make sense to you that Oncovir would mirror L applications in the UK and other jurisdictions for GBM?
It makes sense to me as additional approvals for Poly/GBM obviously enhance Oncovir enterprise value vs Poly revenue as off label for Oncovir. If that’s true then Oncovir can use MHRA accelerated pathways since already approved by FDA.
Would we not see Oncovir and Poly when searching MHRA website?

Impatient no I don’t care when they have an ASM.
But, I do care to the extent that if they now decide to hold the ASM they are ready for that time commitment and MHRA process has cemented.

ASM- there’s an alleged email copy and paste from DI where he allegedly states they are working on a date certain for the ASM.

It’s impossible to take anything you say as credible when you use multiple ihub accounts and alias-that’s a full stop.

I’m not against it it’s just not happening I’m looking forward.
They’re overrated from my standpoint nothing happens.
Last comment on it

Fogettaboutit.

What’s the fascination with the ASM looking for something to complain about? That ship sailed.
Read the 10K if looking for something very relevant.
Peace out

Thanks Doc love it. Do you have an opinion or seen studies with Direct and Poly or Direct combined with other treatments?

The10K and the IP section describes in licensing with third parties for patents and patent applications
https://x.com/d_stock07734/status/1777824045062295733

Where’s your life

Great !
Enjoy your evening BB

Forgot to add in your opinion. Noted.

BB glad you stopped by- care to guess whether Oncovir (poly iclc) is an in licensing candidate with nwbo?

Here’s a gem from TDD who’s unequivocally saying fudoff to fudders
https://x.com/FlemmingBruce/status/1777814821053906976

From Oncovir point of view they got nothing stand alone. I think Oncovir will pay nwbo for Gliomas and additional trials to further monetize Hiltonol. If Oncovir has no money they’ll get it based on the DCVax poly trial and how poly worked in compassionate use cases. Nwbo owns the platform and the data while Oncovir can’t do anything. So to me this fits the in licensing that LP mentioned in the 10K.
Moving along to Keytruda, how is that any different? Failed trial after failed trial- same thing, Merck will pay nwbo to combine Keytruda with L to run additional trials just like they have already with multiple Pharma and their products. Now they can pay one Pharma for their dendretic cell platform in combination trials.
Think about all the trials that have failed, in the hundreds probably thousands- these trials are now a do over except now BP will trial with the autologous personalized dendretic cell platform.
Ok so nwbo gets paid to contribute L for use in trials and next they get paid for every patient that receives treatment on approval.
What about inoperable tumors?
How’s that for a pump fudsters!
Just my humble opinion do your own research LoL

No winks or nods it’s in the 10K.

I’m not sure they ever list nwbo as a partner but what I do know is that nwbo has not announced any licensing deals, yet.
Per the 10k collaborative deals can be announced after MHRA field investigations are completed.

ILT - they have this figured out by now but what we do know is that without DCVax Hiltonol doesn’t get monetized.
Merck etal are in the same boat or luxury cruise liner…..

Abeta let’s take it a step further-
Hiltonol is worth x today and worth xyz when combined with DCVax for 40,000 GBM patients.
In license deal coming on approval ?
I can see an upfront payment and milestone payments from Oncovir on GBM approval and additional combo trials respectively.
Ditto for the other BP players.

Sukus I’m in the process of learning Direct there’s not much info out there and I haven’t dug in yet. But, from what I think I know I understand why L had to go first- it was the low hanging fruit and path of least resistance to monetizing the platform.
I’m also adjusting how I look at the business model- I.e. dendredic cell franchise is the key descriptor right next to mass production capability. From there you can add autologous, personalized and produced with economies of scale.
It appears to me that the lab in Sawston, with the new technologies available, is going to reduce the cost of trials measured in 10’s of millions. The nwbo lab will be able to efficiently predict cancer treatments and eliminate portions of costly cancer trials and eliminate some trials altogether that otherwise would have progressed to failure.
I think this is what LP is describing in the 10k when she emphasizes how valuable the Sawston facility is.

The recent 10K is everything BB said it was. It’s the best document and best description of where nwbo is going hands down. There is so much information contained in 1.5 pages (page 23/24) that at least for me I didn’t fully appreciate until my 3rd and 4th read it is phenomenal what is happening.

Once they have approval trading won’t be the same it will change and more volume.
After approval we will hear how they will monetize the dendretic cell franchise and manufacture of same.
What I’m really looking forward to is how they make DCVax more powerful- there’s a lot of new verbiage in the 10k regarding Flaskworks, Eden’s,IP, In-licensing and the brand new research center in Sawston.

Eden’s out of prototype a little tiny eencie weencie = commercial unit 100%.
Thanks gal.

Ok Lykiri I have no reason to doubt you and Maverick whatever his handle has not performed the CSI move he said he did when making that statement.
Thanks for clearing that up.

BAM- much appreciated TDD

Ex you contradict directly the words of LL who said poly can be prescribed off label for combo use and no I don’t feel like looking for the cite so think what you want. Happy Sunday-

We’re in it now.