NorthWest Biotherapeutics Inc (NWBO)

[exwannabe]

Other than sales and marketing the "go it alone" works (they do have manufacturing reasonably under control, and the others are nothing-burgers).

The problem on sales side is that larger companies have reps that form relationships to sell dozens of products across many indications. A small bio will spend similar money for the contact, but only able to push a single product. When a rep meet with a doc or pharmacist they spend a bunch of overhead time. Being able to spread that across products is key.

That is a reason I am concerned with AMRN in the EU. In the EU it is even worse as the fragmented market makes it even more expensive to cover.

Regardless, that issue is still hypothetical at this stage.

They need results. They need to clarify the status of the endpoints (so the results can be evaluated if they assert the new endpoints). And of course the actual approvals.