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Sunday, 12/14/2014 6:53:48 PM
Northwest Biotherapeutics – Linda Powers’ Speech Transcript at the Oppenheimer 25th Annual Health Conference on 12-10-14.
Linda Powers: Yeah. We talk about this. Yeah, we talk about it all the time, because if this technology continues to perform in the way it has been so far and if it's going to applicable to most solid tumor cancers, you're talking about, not 10s of thousands of patients, you're talking of 100s and 100s of thousands of patients for whom it could be a fit. Umm, today the process, umm, the process is to, for the first product, DCVax-L, it's a manual process. For DCVax Direct, it's already partially-automated, the automation system. The answer can only be automation. Right? But, from a business standpoint, there's a point in which the lines cross. Right. We want to get to market and get the product to patients, as quickly as possible. Right, so we're going to do that the way that we're making it now. But, we're busily working, as is anyone who thinks about the future with a cell-therapy product, about end-to-end automation. And one of things about end-to-end automation is, is that it's both a capacity issue, a scale issue, because once you're fully automated in the end, you can virtually treat any number of patients. The other thing is, what people don't often realize is, it's going to further revolutionize your product economics. Why? Because when you make it by hand and there are steps that are open to the air, the whole facility has to be sterile, like a semi-conductor facility. It's massively capital intensive. And that's the biggest part of the finished cost of goods, is those indirect cost of that clean room infrastructure. Once it is automated end-to-end, that all goes out of the equation, because you just have rows and rows of these machines in a warehouse space. So you couple that with the batch manufacturing, and it's a step-change in terms of further enhancement of the economics. And so, everyone is busily working on automation. Umm, we think that's a couple-of-year process from where we are today. And we're working from some of the biggest and the best from all over the world.
I don't know why I can't see this previous same post... maybe it's because it was in response to "learning curve" who I have on ignore??? Anyway... here we go again!!!
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Sunday, 12/14/2014 6:53:48 PM
Northwest Biotherapeutics – Linda Powers’ Speech Transcript at the Oppenheimer 25th Annual Health Conference on 12-10-14.
Linda Powers: Yeah. We talk about this. Yeah, we talk about it all the time, because if this technology continues to perform in the way it has been so far and if it's going to applicable to most solid tumor cancers, you're talking about, not 10s of thousands of patients, you're talking of 100s and 100s of thousands of patients for whom it could be a fit.[color=red][/color] Umm, today the process, umm, the process is to, for the first product, DCVax-L, it's a manual process. For DCVax Direct, it's already partially-automated, the automation system. The answer can only be automation. Right? But, from a business standpoint, there's a point in which the lines cross. Right. We want to get to market and get the product to patients, as quickly as possible. Right, so we're going to do that the way that we're making it now. But, we're busily working, as is anyone who thinks about the future with a cell-therapy product, about end-to-end automation. And one of things about end-to-end automation is, is that it's both a capacity issue, a scale issue, because once you're fully automated in the end, you can virtually treat any number of patients. The other thing is, what people don't often realize is, it's going to further revolutionize your product economics. Why? Because when you make it by hand and there are steps that are open to the air, the whole facility has to be sterile, like a semi-conductor facility. It's massively capital intensive. And that's the biggest part of the finished cost of goods, is those indirect cost of that clean room infrastructure. Once it is automated end-to-end, that all goes out of the equation, because you just have rows and rows of these machines in a warehouse space. So you couple that with the batch manufacturing, and it's a step-change in terms of further enhancement of the economics. And so, everyone is busily working on automation. Umm, we think that's a couple-of-year process from where we are today. And we're working from some of the biggest and the best from all over the world.
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Off Topic, but of interest. Scroll down to view all topics listed.
https://www.fiercepharma.com/sponsored/positive-study-results-298-patients-obstructive-sleep-apnea-osa
The top 20 drugs by worldwide sales in 2023 - #1 is, yea... Keytruda - 25 Billion and growing.
The top 20 drugs by worldwide sales in 2023
The top 10 drugs losing US exclusivity in 2024
The top 10 biopharma M&A deals of 2023
Top 10 most anticipated drug launches of 2024
As you all know PII approvals can happen on stellar data especially for those treatments which have no side effects treating orphan diseases.
Do you suppose he is Ex Wannabe's boss... or is his boss Ex Wannabe???
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So... the way a simpleton like me understands it...
DC-Vax L gives your overburdened immune system a new pair of 20/20 glasses, a well-fitting pair of sneakers, elbow and knee pads, the look and scent of those mother fuckin cancer cells... AND a whopping stick!!!
Have I expressed that right???
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Gary...
Please tell me again how rich I'm going to be.
I hope this will make up for my $512K loss in an hour on Genvec.
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Are we there yet???
A stock that should be trading in dollar increments is trading at 1,000ths of a penny. SICKENING.
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Regardless of numbers NVCR got to $20bn m/c ….
There may be 12K brain tumor patients, but that is only a segment, ie only newly diagnosed brain tumor patients in the UK per year.
What do i do now watch as my investment dwindles to zilch or sell and take a helluve hit but live another day? Trust me all u are thinking the exact same thing. One pissed off investor!!
So... My post got one (1) legitimate response and FOUR (4) fudster comments.
Yes, 7 years but there's a rumor that the 8th year is a charmer.
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https://events.jspargo.com/asco24/public/eventmap.aspx?MapID=990&MapItBoothID=960026&MapItBooth=19131
WOW... NWBO booth = 80 x 80. It is among the largest booths there, right by the food court.
May 31st to June 4th.
I hope they have approval by then.
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I believe I remember this... At a friend's funeral, the daughter's husband told me the company had a cure for HIV and it was going to $100... It was $4+ at the time... I looked into it and just wasn't impressed, but watched it run within a couple of months to mid $30s. It then paused there for quite a while and then took off gaining ~ $10 to $15 a day for several days. I remember it breaking $100. Don't remember where it finally turned at... but I do remember being sick about it.
'Most' cancer meds approved under FDA's accelerated pathway couldn't prove survival benefit after 5 years: study
https://www.fiercepharma.com/pharma/many-cancer-meds-approved-under-speedy-fda-pathway-didnt-prove-survival-benefits?utm_medium=email&utm_source=nl&utm_campaign=LS-NL-FierceBiotech&oly_enc_id=9785H7211556F5N
Somewhat off topic but interesting.
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Horseb4CarT
Buona Pasqua
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Thanks, biosectinvestor.
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The US Food and Drug Administration (FDA) has granted fast track designation to MimiVax’s SurVaxM vaccine for the treatment of newly diagnosed glioblastoma (nGBM).
The FDA’s decision was based on results from the Phase IIa SURVIVE (NCT02455557) trial, which investigated the safety and efficacy of SurVaxM when given with temozolomide in treating newly diagnosed glioblastoma patients.
Buona Fortuna Gary
As I understand Direct, it's effective because it's creating the vaccine when injected into the tumor. Where do you put it to fight other diseases, or blood borne cancers for that matter.
EU Policy. Commission seeks faster approvals for biotech products.
https://www.euronews.com/health/2024/03/21/commission-seeks-faster-approvals-for-biotech-products
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Under the accelerated pathway, the MHRA commits to reviewing the application in 150 business days or less.
Thanxs Meirluc... So I guess that puts us into latter part of May.
It's hard for me to accept that 1.7 million pages can be digested in that time... but since it was requested it may be possible.
Been here 12 + years... but now I'm at the end of my rope.
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Question for those in the know.
Is the 150 days to approval, counted in "business days"... Or "all days"
No guessing please... I'm quite sure this has been ironed out by now.
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The Tax write-off value of accumulate losses add value to NWBO in the accounting of a possible acquiring company because that company gains those losses to write off against revenue.
for pete's sake... it's not for peat's sake!!!
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Thank you .
Does anyone know offhand what NWBO's accumulated deficit is???
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When NICE ascertains price, is a drug/treatment allowed to be priced higher and NICE only pays what they state?
Meaning if NICE says DCVax is only reimbursed for 150k, can the ultimate charge be 200k and the difference is considered out of pocket or what NICe states is the max it can be charged?
Wishing you well !!!!!!!!!!!!!!!!!!!!!!!!!!!!
I believe if we were to receive a low ball offer, it would soon be countered by a higher offer...and perhaps multiple offers.
But neither do I think she will sell for $10 to $15 Billion.
My guess is $25 to $30 Billion.
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We may be unable to recruit and train effective sales and marketing forces or our own, or of a partner or a services firm, and/or doing so may be more costly and difficult than anticipated. Such factors may result in significant difficulties in commercializing our product candidates, and we may be unable to generate significant revenues.
You are one of the posters that just like to hear yourself talk, and thinks you are correct with everything you type. You enjoy it too much to stop, so you dont. It has nothing to to with rebuttal and making them stop
p.s. I also think that I Hub should change it's policy and if I put someone on ignore... then those people should be ignored NOT solely on the main message board but also in the responses to the posters.
I imagine many other posters here feel the same... If they put someone on ignore, then he should not be seen by that member anywhere.
Can a moderator bring that up to the responsible parties here?????????????????????
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So... I've seen where several fudsters responded to a sensible long's post and that is it.
The only fudster here who is a threat is exwannabe, and he is well kept in check by flipper.
The others are mostly single line or 1/2 line responses that are easily recognized as A$$HOLE teenagers.
Just don't respond to any and they will leave because they won't make a dime.
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So let's see... Do I value Linda's valuation opinion, or some disgruntled long who I'm sure is set to leave "most of the money" on the table... eventually!
If you don't know Linda... Here's her resume.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=173920417
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NW will be sold, and for far less than what some investors here think. $15-25b
Thank You.
25 years ago I used to love tech to.
Now I hate it.
p.s. That picture of me is about 45 years old.
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I've done it before with a couple of posters... but can't remember how to block someone now...
Tried for an hour and wasn't able to figure it out.
Would somebody help???
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