NorthWest Biotherapeutics Inc (NWBO)

[Pyrrhonian]

It seems that in some (hopefully most) cases, the tumors are dying faster than they are shrinking (as fox alluded to). That's a lot of mass for the body to dispose of. It seems akin to other lengthy processes (setting and healing of a broken bone). Of course, this extended gradual process doesn't mean it's not working. In those it seems to be effective in, apparently it does so very well.

Looking forward to how the rest of this year, but especially next year plays out for Direct/L. And what a unique situation we have. A vaccine that may be used for multiple indications (DCVax L) as opposed to Provenge, for instance, and one that has by its very nature no limit of indication (DCVax-Direct for pancreatic, lung, brain, colon..). If they both show strong effect, it is hard to define the target audience. Hence it is hard to define sales. If both are approved in under 5 years, sales for this company in 10 could be well into the billions--and by well I mean over $7B. Even with slow ramping, insurance obstacles and the like. It's literally a combination (L and/or Direct) for every cancer patient. Not that this hasn't been said before. But it is quite unique..