NorthWest Biotherapeutics Inc (NWBO)

[hyperopia]

I coined the phrase “Liau Protocol™” and trademarked it almost 2 years ago. You know hyperopia means far sighted, right? ;) That post may prove to be prescient:

hyperopia
Saturday, June 27, 2020 9:39:42 PM
Re: sentiment_stocks post# 291968
Post# 292166 of 447249 Go

senti, I agree that much will depend on the data, but if it is as good as I think, you may be underestimating not only the total available market, but also the potential annual revenue. I think the brain tumor market alone could be worth over $3B annually.

I believe that Northwest Bio will initially attempt to obtain the broadest label possible, which would include ALL gliomas, both newly diagnosed, AND recurrent. Even if many people here have forgotten that the PEI approved a hospital exemption for DCVax for this broad label, I’m pretty sure that Linda has not. And even if it was initially only able to cover all nd gliomas (which make up over 80% of malignant brain tumors) that would add another 10k to 15k patients to that total available market.

With your numbers, you appear to be estimating the pricing to be around $150k? Is that the wholesale acquisition cost (WAC)? I have thought that Northwest Bio would try to keep the price as low as possible, say between $150k - $200k, but they may have to price it even higher than that to account for discounting and insurance reimbursement. For example, Optune is priced at $22k per month but CMS (Medicare) coverage is only around $13.5k. (40% discounts are common)

Perhaps you were just being conservative, but I’m curious why you think DCVax usage will only be 1/3. I believe (if approved) that usage may be over 2/3 because DCVax will be added to the standard of care for GBM. This was formerly called “the Stupp Protocol” but with DCVax added, I predict that it will become known as “the Liau Protocol.” That has a nice ring to it . . . the Liau Protocol.

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