NorthWest Biotherapeutics Inc (NWBO)

[flipper44]

Just dropping in for a second to make a timing observation.

August 4, 2020 Flaskworks “Dendritic Cell Generator” patent granted.

September 1, 2020 NWBO acquires Flaskworks.

October 8, 2020 Atl found endpoint change on overseas clinical trial site.

Massive price spike began September 4, 2020.

Arguably, the initial spike is/was more associated with the IP acquisition to (ultimately) enable mass production. The endpoint change listing followed on its heels, and moved us even further into the current PPS range we’ve been in. So with that in mind, application for future events — aka: manual certification, approval(?), auto/closed equivalence/compatibility— and PPS response are more predictable, particularly when the usefulness of the cell generator was a foregone conclusion by last year.

LC’s post letting us know lomustine is losing Medicare coverage and raising costs for recurrent is often, if you’ve been around biotech long enough, an odd but effective way to pave room for a new therapy. The timing of the new definition for GBM also focuses eyes on DCVax-l for new and recurrent.

That’s part of what I’m thinking, as I’m sure others are as well.

IMO