NorthWest Biotherapeutics Inc (NWBO)

[gnawkz]

Great points obuhz, though not sure if some of the benefits you stated can be realized given NWBO's product.

Typically, a majority of the benefits you highlighted are realized because of larger manufacturing runs due to higher volumes in the production of a single product.

Thus, less labor is required, less energy is required, higher facility utilization as less of it is sitting idle while the production line is being changed and setup for the next run, etc. A longer production run enables all of the benefits you highlighted.

I cannot see NWBO having a longer production run thus realizing all of these benefits since their product is so customized. Each batch will always run for X number of hours, and will always require Y number of setup hours, and Z number of change over hours.

The equipment purchasing should be more CAPEX expenses, but chemical procurement is definitely an advantage.

My initial thoughts are the above, but I will dwell on this a bit more to see what I am missing.