NorthWest Biotherapeutics Inc (NWBO)

[Barunuuk]

DCVax-L TLD results will be positive no matter what:

With the blinded data we already have, and the last patient in Nov 2015, there is enough information already to show DCVax-L is a good investment. Here are my reasons:

1) We know that over 25% of the patients treated are showing a PFS greater than 15 months
2) Blinded OS results are so good that the only way the OS fails to meet the 2 months increase in OS, means that the crossed over patients lived longer than SOC patients normally do, and this could be compared to SOC for approval.
3) Both the blinded data from methylated and unmethylated MGMT patients show significant increases from Blinded Optune patients (~ 7 months unmethylated and 10 months meythlated), which means that this sub group in itself could provide an approval path with the FDA.

And lastly, if the mOS increase doesn't meet the 2 months there is enough subset data, and overall trial increase as seen from blinded results that Linda Powers will easily be able to sell NWBO's proprietary technology to the highest Big Pharma bidder, which would easily be between $10B and $20B.

ITS A WIN-WIN-WIN-WIN situation, atleast IMHO!