NorthWest Biotherapeutics Inc (NWBO)

[sentiment_stocks]

Had a chance to read through this last night - it was very helpful and very informative. I thought it was very easy to read and very organized. It also made me feel significantly better about how Rindopepimut and DCVax-L might fit into the future of GBM SOC. I don't see Celldex as a threat anymore, but possibly a compliment to the overall SOC picture.

I also found this section particularly interesting:

due to the fact that soley EGFRVIII targeted tumors ultimately escape Rindopepimut therapy once this mutation is eliminated (as cited above)

I also appreciated the explanation of the EGFRIII variant as I frankly hadn't known what it was.

EGFRvIII has not been detected at a significant level in normal tissues, but it has been identified in glioblastoma; therefore, targeting this tumor-specific molecule is not likely to impact healthy tissues. EGFRvIII can turn normal cells into malignant cells by way of its oncogenic properties, providing a constant growth signal to tumor cells which express it. Consequently, cells producing EGFRvIII have an enhanced capacity for unregulated growth and are associated with more aggressive disease and worse prognosis."

On that note, it would be helpful to understand better what the HLA-A2 positive unmethylated MGMT patients exactly means. I know it's mentioned quite a bit; a bit more explanation of that would only enhance this really useful work you've done here.

Thanks so much for assembling this great DD for us - and for making it comprehensible at the same time.