NorthWest Biotherapeutics Inc (NWBO)

[flipper44]

Discordant Positions:

Answer (LP): "Working with the huge team of experts that we're working with, we have several of each, it's like Noah's ark, we have several statisticians, we have several radiologists, we're kind of maxed out, we're not limiting the SAP process by funds, by money, at the moment. We've got top experts, by the way who are completely independent, they had no involvement in the trial, they weren't involved in signing it or executing it, or reviewing it or anything. There isn't more that we can throw money at that will make it bigger or go faster. We're already 'pedal to the metal.' -- February 2, 2019

Versus

flipper44 Member Level Friday, September 20, 2019 1:12:07 PM
Re: None Post # of 246496
Where Dr. Bosch talks about the road to unblinding taking longer because they are a small company. 35:30 on June 3, 2019.

DI was even more clear in his conversation with me that NWBO is financially constrained compared to large companies that can throw more money and resources at an SAP, and this causes it to take more time.

The most recent low grade media event, only appears to lend credence to a possibility that NWBO has no interest in speeding up the process with more funds, as it instead might desire to allow more maturity.

Who wants more data? NWBO? Merck? Regulators?

NWBO was apparently projecting it is essentially out of their hands and that this is the time regulators (who, according to Dr. Bosch, are "busy people") might be slowing down the road to topline.

What incentive does NWBO have to speed up the process or truly raise funds if poverty is used as an excuse to complete SAP negotiations slower than BPs would typically get it done? What incentive does Merck or some other BP have to make their move if NWBO poverty allows them to gather more data?

What incentive to do anything but an off-beat, off the map interview and briefly place it on NWBO website for a few hours six days later, then pull it? Sprinkle it with talk of "grapefruit" and "lemons"....

(We did learn one thing from that interview, that most people here missed. Almost stated under the breath. NWBO, or at least Les, thinks that it is possible the DCVax-L arm will ultimately demonstrate about 33% survival at 36 months (aka: three years) once the trial is unblinded. Do the math, and that possibility would mean the control arm could get about 15% survival at 36 months ((aka: also known as historical SOC survival at 36 months). Nobody really noticed this.)

Taking some days off from posting, my personal inclination was that this board would ignore the very hopeful sign that Dr. Hahn might be the FDA's next lead. I have no doubt many here know his background is intimately tied to a University that supports Autologous dendritic therapy, and said University indeed worked with Dr. Bosch and DCVax-L on a small but very successful ovarian trial (pilot study). I don't find that lack of discussion on this board strange at all. In fact I expected it to remain under the radar -- which it did.

Have another good week. I'll checkin on the 13th.