Dstock- SIO could have found NWBO for several reasons. Is one potential SIO learned of NWBO via their research on LabCorp?
TIA

Insider buy reported tomorrow

Dstock thanks for your research.
Did Opdivo extend its patent life with the IV delivery method?

Same here Crash except I’m done adding this week
GL

iclight- “no one cares about this stock”…… you do.

If I’m Hoffy your DrHigh LoL

Why should anyone believe anything you say? I guess you have insight from the defendant perspective.
LoL

There you go again, let’s see the decision.
Out of all the trash posters your the one I hope they go after, no one else.
You’ve got one brush with the law that’s public what else you got ?

Joeycav good point- what doesn’t get stated can be as important as what does.
I will google as well.
At this point it’s pretty clear that an Oncovir in license deal is very close, as it should be.
I think this collaboration PR fits the before approved/ after cemented description from LP.
Hiltonol is a huge piece of the franchise.

I hope not - it’s unsettling to me, if true, based on his activity on this board.
Let’s continue the capacity question.
There were 2 reasons I Had total capacity at 10K annually it started with Larry Smith who in his report said 50/mo artisan after phase 1.
Phase 1B I assumed doubled that to 100 or 1200 annually Artisan. Bring in Eden’s at 10-12x and there’s your number- ASM put the capacity at 15k. Taking this back to a monthly capacity that’s 1200/month
I’m hypothesizing that LP lowballed the capacity. I think previously LP did go on record for Artisan capacity and that’s where Larry got his number. We also know the grade B cleanrooms occupied a very small portion of the Sawston footprint. When the Sawston blueprint was shown it was first floor only and the cleanrooms used maybe 65% of one floor only.
In any event, my thinking has changed.
I believe Sawston as configured can satisfy GBM Grade 3/4 commercial demand and the additional space at Sawston will be for trials.
This makes the most sense since GBM and additional trials are clearly the immediate focus.
I think additional capacity comes from somewhere in the US and operated by an expanding Advent or a new contract with CRL etal.
After Sawston there are many choices for production and capacity will mirror where the jurisdictions for next approvals are.

Antihama I was looking at your history to see how I missed the BOD appointment, I opened this one first which was weird.
I never believed LP would spend the capex to treat 144,000.

Seriously ?

His last post on this board maybe February he says he’s not posting because he has nothing interesting to say, or he’s under NDA.
I believe that and I think the NDA is still active.
So, yes I think there’s a larger funding tied to approval, just my opinion.

Streeterville loans for hard assets like the Sawston buildout.
LP stays with program and dilutes to keep the lights on.
Are you a Thermo fan?

DJPele- if you bolded the first sentence in your quote would you still believe the MAA is several months ahead of us?

Flipper that’s a great post and explains why the MHRA approval process is vague and subjective due to L’s 10 year compassionate use, trial data, efficacy and safety.

Drugrunner ——SEC filings state there are ongoing negotiations. I think the potential L partners are all telling LP that there is no guaranty MHRA approves and that LP needs to come down in her deal terms. So LP feels comfortable waiting for approval.
Approval may look very good to LP but approval is not yet cemented in the minds of potential L Partners.
My assertion- it’s not LP that is waiting for approval to do a deal its BP.

https://azzur.com/services/azzur-cleanrooms-on-demand/on-demand-cleanrooms

Roswell Park at the forefront of cutting-edge immunotherapyhttps://t.co/k28FOH362p$nwbo

— Ida Bogac (@albtur_mnymkrs) June 26, 2024

SurvaxM has had good results for nGBM by combining with SOC and nearing their phase 2B completion. Phase 3 is 270 patients and can start in 2025.
Survax targets a cancer nutrient called Survivin. Survivin is present on nearly all cancer cells, in varying volumes, but is relatively over expressed on GBM.
So Survax is using SOC, does not target specific cancers, requires no samples from the patient and is not personalized. While SurvaxM is potentially a competitor it has its drawbacks and hasn’t started their 270 patient phase 3.
Mimivax says nothing about using closed automated cell mfg systems- Mimivax has problems.
https://www.prnewswire.com/news-releases/mimivax-llc-and-shanghai-fosun-pharmaceutical-industrial-development-co-ltd-announce-exclusive-licensing-agreement-on-survaxm-for-glioblastoma-treatment-in-china-300958585.html

TTsr 100%- while in super stealth, how is this ASM anything but a major flop.
The irony of having the options package up for vote while in stealth.
Here’s why this ASM can be explosive despite no real info disseminated-
If the options package goes thru that means everyone not in stealth,aka the NDA investors, are full go.
The opposite is true, a no vote means the NDA people are not happy and we are in trouble.
This is not about comp levels, it’s about the franchise model chances of success.

Meirluc I’ll put chances at 100% that question isn’t answered, compassionate use numbers and observations are proprietary.
The recent Roswell deal was a 2 part deal. The first part was completed last year, not announced.
LP knows what she owns, she knows what assets she still needs and she knows a competitor with resources can swoop in and really do damage to nwbo DC franchchise model.
Name of the game is 100% stealth for competitive success and unfortunately shareholders at the same time.

Approval is all that matters, until then management can’t do anything balls in MHRA court, period.
Once approved, new ballgame.

ILT exactly how I look at it- being petti especially now, driven by a ambulance chaser 3 share owner is nothing I would be associated with.

Dstock- do you know what DC vaccine is used in this TNBC trial ?
Thanks in advance.

I am sure about Moffitt. The clinical trial that Researchers from Moffitt have been involved in is the same trial run by Roswell Park Cancer Institute.

A Phase IIa Study of Dendritic Cell Vaccines against HER2/HER3 and Pembrolizumab in Patients with Asymptomatic Brain… pic.twitter.com/G5xNHz8JCm

— d_stock (@d_stock07734) June 21, 2024

Meirluc it’s an interesting debate BO or not.
What nwbo isn’t doing vs what they are doing.
What they aren’t doing can be pegged to lack of resources and not approved yet.
What nwbo is doing is building a franchise- because that’s their job until it’s not their job anymore(BO).
Once the UK approves, the GBM world changes and no longer a pre rev biotech.
So I think there will be acknowledgement that Father Time is undefeated and nwbo needs operations people. changes are made at the C level and board level in a smart planned way. That’s what I think happens until it doesnt(BO).

And that’s why there exists a valuation model based on revenue multiples.
11th commandment, grow thy top line.
12th commandment, grow thy multiple on top line using Eden

Atilla yes theres another IP angle.
Anyone taking a license is also looking to protect their revenue stream with bullet proof IP that bullet proofs the licensees revenue stream. So, the customer “gladly” takes the license.
So we can say gladly force.lol.

Dstock there are some interesting titles on those patents. I’d imagine that Flaskworks and Excel are familiar with each other and seem to have avoided IP conflicts.

Ok I stand corrected. Perhaps IL7 and Revimmune were too expensive for nwbo to engage sooner- that’s possible.
If that’s true then Revimmune had significant value and LP withheld licensing of IL7 to other BP.
So it’s possible that Revimmune is developing and increasing its value and eventually does either a Roswell type deal or gets folded into the corporate structure of nwbo as you Dstock have proposed.

Speak of the devil, thanks Truthfan.
This is interesting, Avatar is focused on engineered T cell receptors and increasing potency. This is not a direct competitor to Flaskworks but could enhance non DC platform treatments. I don’t know if this helps the mRNA tech.
The PR clearly describes potency but does not mention economies of scale.
Avatar seems to improve a subset of problems for treating cancer,

Could be Dstock - I’m hoping they figured this out with in house resources and there was no one external that had the experience to solve. I think reasonable to assume that this problem was unique only to Edens because of its breakthru nature.
I’m also assuming the answer to the problem was patentable. Have you looked at Avatar yet?

I think revimmune was a great technology IL7 I believe, that got shelved until other tech(DC Platform) had a chance to develop and mature further. It seems this mystery gets solved soon,
On another note, Some IP inside Eden’s shows Cognate as an co-applicant.
How long until CRL gets a new contract with nwbo?
Yes, both Advent and potentially CRL get out licensed for Eden’s.

That is interesting Dstock thanks. Excel bio is clearly marketing to the same audience as Flaskworks although in beta and not assembling a useable GMP machine. They have clever marketing tiles for features in the Avatar system.
They are beta testing with prospective customers so they can tinker with the final design.
I had proposed over last couple weeks that at some point Flaskworks can position itself as a separate revenue stream, take in expansion capital while nwbo maintains a super majority controlling interest.
Further, if someone wants the DC platform their terms become less onerous if they use Eden’s. In fact, it’s possible the Licence to the DC platform is inseparable from licensing Eden’s.
At least Qcom and Universal Display both have these licensing arrangements but its proprietary CDMA IP/ chips and OLED IP/substrate mfg. DC platform/Edens….could happen.
Excel bio is ?/Avatar.
Excel bio in the meantime is beta testing and finding the price points for the technique.
I’m going to see if Avatar offers a 10:1 improvement over legacy.

The very essence of robotdroids are pure speculation not based in reality, lol

In what looks like could be Roswell’s mission statement or at least a Major goal is turning cold tumors hot. Roswell says both turning cold tumors hot and changing the tumor micro environment. Of solid cancers 20% are already hot so Roswell is focused on the 80%.
Nice research group for nwbo to partner with.
The Roswell PR state NWBO is developing its DCVax platform to treat solid tumors- big big statement here.
Why is the deal only 2.5M and 4%. (4% may not be “cheap but reasonable based on what the parties contributed)
This deal was not just about these trials, it was about continued collaboration and the rights to 5 patent families.
That fact makes the deal not cheap for nwbo, it makes the deal really cheap.
So the deal is cheap/reasonable so why is that?
Because only nwbo can monetize the trials and do so cost effectively and Roswell cannot?
If the 5 patent families were excluded is it possible Roswell would have had to pay nwbo and license the DC platform in order to monetize these trials?
So I think that’s it- if you need the DC platform you can pay in IP, Cash or a combo of the 2.
Voting yes

Know what you own, keep the faith.

I’ll call it a partnership on selected trials….the trials LP selected.

Kab appreciated- I usually have it on ignore but I like taking my own pot shots now and then.

I think the immediate value is that whatever the trials are, nwbo used no resources to begin participating and gained data associated with the trials.

Yes Kab I used a different approach in that post I was answering to Ex not drugrunner. Ex was diminishing the importance of Partnering with the #3 Roswell group and LP not securing the DC based Survax or anything else of importance. Survax rights belong to Mimivax and it’s not DC based.so, my post improves if my response was addressed to Ex.