NorthWest Biotherapeutics Inc (NWBO)

[sentiment_stocks]

DCVax-L will likely be shown to offer the possibility of a cure for those GBM patients who have the mesenchymal subtype. Mesenchymal GBM is more highly mutated than the other subtypes. The more mutated, the more antigens. The more antigens, the more likely an immunotherapy like DCVax (which can cross the blood brain barrier - and that is important because most medicines can’t) will be able to find its target.

Mesenchymal GBM represents around 40% of all GBM cases. I’ve read it’s between 30 and 50%, so I’m averaging it with 40.

It’s very difficult to think that the FDA would not approve DCVax for at least this very large subgroup. It would, IMO, be practically criminal of them not to.. if what I’m suggesting is truly the case.

For the other subtypes (there are about 3), I believe DCVax helps, and likely improves theses patients’ QOL and their overall survival .. but likely by adding months to their lives. They are not nearly as mutated, and that is likely one of the main reasons DCVax doesn’t have as strong an effect. That’s why the combo trial with Opdivo is so important. The preliminary studies with mice showed that combining DCVAX with Opdivo resulted in a cure for the mice. So the prevailing thought is that this may be the path forward for the non-mesenchymal GBM patients.

Now keep buying. And don’t ever short NWBO again. That was very, very bad of you.