NorthWest Biotherapeutics Inc (NWBO)

[Doc logic]

Sparky277,

I'll take a stab at this just for fun. I would guess that PFS benefit of 3.5 months better than SOC would get some serious consideration for approval if OS benefit of over 2.5 months is trending. That would be ok news but not great for investors since it would represent an easy target for naysayers. In this scenario the puedo arm does not get added in to final results but gets considered separately. Pseudo arm results should be better than this and if they are but not earthshattering, then those results will lift the stock past ok to better than ok.

Good results would begin with over 4 months PFS benefit and good pseudo response added in to lift that average in the combined population then being considered. OS would still need to be trending above 2.5 mo better than SOC.

Great results could begin at 3.5 mo PFS benefit with OS trending at better than 4 mo benefit over SOC OS. If this is further broken down between those who may have received checkpoint inhibitors as well as DCVax-L vs DCVax only vs SOC only and both treatment sides have trends exceededing SOC by more than 4 months on OS then the value goes up by the percent of patients receiving extra benefit multiplied by a numerical value associated with actual final benefit ascribed to each additional treatment. This is why the recent Phase 2 trial anouncement makes perfect sense in order to confirm some potential benefit differences. Best wishes