NorthWest Biotherapeutics Inc (NWBO)

[Doc logic]

Gus McCrae,

“Other regions” would make no sense to include North America except as patient paying Specials Program patients. The issue with even this idea is that the Flaskworks device that iwasadiver has told us is in equivalency testing now, which makes sense, still might not provide enough initial capacity, based on current buildout, to meet initial demand for all of Europe let alone North America and rest of world medical tourism even at 500 patients per month treated at Sawston. There is a significant amount of initial demand that would come from GBM and rGBM patients.
Bottom line is the whole process is probably in silent mode as capacity is increased in anticipation of worldwide SOC demand, not only for GBM but also off label. Contrary to what I have said before, the validation “process” may actually be helping NWBO/Sawston/Cognate/Charles Rivers Labs buy time to get manufacturing up to speed for this challenge although it probably could have started sooner under more updated regulatory and peer review conditions. Could more patients have been treated on a limited basis using the old methods during this time if NWBO and others could profit a little more along the way? Probably but Covid definitely would have impacted even a better opportunity like this had it been in existence.
Bottom line is that every day that goes by the more compacted the eventual news cycle becomes making the news more explosive when it arrives. If you don’t know what to think then be prepared for an active vs passive wait with regard to your investment. For me, that means buying more at certain price points. Best wishes.