NorthWest Biotherapeutics Inc (NWBO)

[biosectinvestor]

Cost per year is low compared to comparable drugs including I believe Keytruda, and this is a customized drug. It’s not $200,000 per year, it is to make a batch of doses that previously lasted 3 years. So that per year is actually quite reasonable and since the shots can be given at a doctor’s office and do not require hospitalization, it is more cost efficient there as well.

I did not make an estimate of demand or revenues. But 500 patients demanding treatment, if supply is there, and results are out, may potentially still be below demand. No way to know at this time. We will have a better idea once we know the TLD and see the article.

Plus, as I mentioned, the MHRA has made some serious strides in regulatory reform. We’ll have to see what is next, but they have some fascinating new pathways to accelerate access and approvals.