NorthWest Biotherapeutics Inc (NWBO)

[skitahoe]

No problem Marzan, but I believe that a lot of investors are of the belief that DCVax's will harm BP. I'm of the belief that in most cases it will have the benefit of people living longer, if not achieving a cure, and with that, in reality BP sales will increase, at least for those products found to complement DCVax's in the treatment of various cancers.

I believe the results in GBM may prove to be similar to what's achieved in other cancers. If today the survival in lung cancer is 60% alive at 5 years, perhaps we'll get it up to 80% with DCVax's, that still offers substantial room for improvement. DCVax's aren't the cure by themselves, they need other therapeutics and procedures to maximize their benefits. For those products that don't help, certainly their sales will go down, but that's equally true as newer therapeutics replace older ones. Meanwhile, on occasion when newer products fail for some patients they find the older ones will work, so sales don't go to zero. It's amazing, but Aspirin, which has been around for over a century I believe keeps having new benefits found for it. I certainly don't know, but question if in the future we may find that the technology in DCVax-Direct, which doesn't require a tumor to be made, might be effective in diseases other than cancers.

My point is that it's not us against them, but rather us, with them. If we are bought out by a BP, and they're truly marketing the DCVax's, if a competitors therapeutic works with it, they'll still profit from its sale, as will their competitor. Certainly it will be an advantage to someone to own or partner with NWBO, but others can also benefit from sales of their complementary products.

Gary