NorthWest Biotherapeutics Inc (NWBO)

[skitahoe]

Amgen was perhaps my biggest mistake. I first heard of it when it was about $15, I think it was about 1990. It closed out that decade at roughly $100, not a bad gain at that, but I failed to add it split multiple times, all totaled it was 48 to 1 in that decade. I just watched it move to $100, split, and do it all over again multiple times. I never got in.

I cannot say that NWBO has that much potential, AMGN developed a slew of blockbuster drugs in that decade, but I'm not sure that we'd need to. Just DCVax-L and Direct could potentially be blockbusters over and over as new cancers were added to the list that they're effective for.

Think about it, instead of GBM, what if it had first been tried on breast cancer, and found effective with it, wouldn't that be a blockbuster product by itself. Can't we say that about lung cancer, prostate, etc. etc. etc. Each of these and many more would be blockbuster products in any of these cancers alone. We know the vaccine by itself won't be the cure, but when combined with others they may all work better and achieve more cures, and if not cures, people living longer and with a treatment that offers a better life style.

Of course all we know is that it's possible to make DCVax-L with all sorts of tumors and DCVax-Direct for people with cancers that have inoperable tumors. We do have some anecdotal evidence that they've worked for some, but that's not sufficient to get approval for those cancers. Thing is, Doctors who learn of DCVax-L may try it off label while it's undergoing further trials. As for DCVax-Direct, it must go through trials, but with DCVax-L established it may have a faster path to approval, perhaps even out of a Pivotal Phase 2.

Gary