NorthWest Biotherapeutics Inc (NWBO)

[flipper44]

Hi inveterate,

I'll try to look further at ADXS. Just a couple initial thoughts. It completed a phase II HPV trial, and it has early trials in prostate and breast cancer. It appears antigen specific, so that could present issues with tumor escape in many types of solid tumors-- too early to tell. Everyone touts off the
shelf technology manufacturing, but I've yet to see a safer more effective technology, thus far, than DCVax-L for GBM. It is exactly DCVax-L's autologous characteristic that gives it "horsepower" to prevent tumor escape in many cases. Also, a recent murine study abstract at ASCO described that autologous dendritic cell technology also inhibits regulatory t-cells, so I would imagine there are some similarities in that respect. I'd guess for cancers other than ones initiated by HPV, we'll see shorter tail responses. It certainly does not look like an inexpensive technology, and I would imagine if it is commercialized will ask a pretty penny, so the only off-the-shelf advantage for ADXS is it does not have the leukapheresis 7-8 day manufacturing/maturing process that DCVax-L has, but as my Mom always told me, "some things are worth the wait."

This is simply my knee jerk reaction, I'd have to look at it more to see if any of my observations hold water, and it certainly is an interesting technology.