NorthWest Biotherapeutics Inc (NWBO)

[Doktornolittle]

Recent results from IMUC and AGEN are very similar. The numbers may not be huge, but as I recall, the results are statistically significant.

As I recall, what both studies showed was that there is a large-enough improvement in OS when DC therapies are used along with Temador, for patients that respond to Temador.

For IMUC the response was only good for patients in their limited genetic target range, while for AGEN, which uses an autologous technique, the response was good for literally all patients that respond to Temador.

Unless there are problems unique to Northwest's procedures, there is no reason to think that Northwest will not show significant improvement in both PFS and OS for patients that respond to Temador. According to Agenus, that is about half the patients. $NWBO NPV $2.5B if they are approved for only the patients that respond to Temador, according to a popular, published, independant estimate (of $5B if approved for all patients).