NorthWest Biotherapeutics Inc (NWBO)

[Chiugray]

Kaisenman, I think the DCVax-Direct opportunity of being best-in-class and first line treatment for multiple solid tumors is too big a business to pass up. So I think they take on the big pharma role of mfg/sales and try to capture the larger value there. Licensing and partnerships of Direct can be reserved for combination therapy and second line treatment options.

So the big question is how. I think a big pharma partnership on DCVax-L gives them time and money to make the hard transition from an outsourcing “everything” model to a becoming a global commercialization and sales company (big pharma). That means new mgmt, build out sales, etc… all above my pay grade.