NorthWest Biotherapeutics Inc (NWBO)

[eagle8]

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=168625066


MID,

When I look at this:

Treatment Arm : DCvax (+Poly ICLC) + Keytruda
Control Arm : DCvax

If the treatment arm has the best result.
Conclusion: The combination therapy is the winner DCvax and Keytruda both win.

If the control arm has the best result.
Conclusion : Keytruda loses and is not needed. DCvax is the winner.

Suppose the result is identical.
Conclusion : Keytruda is not necessary !

In all three possible outcomes, DCvax wins (with or without Keytruda).
Keytruda is actually taking a HIGH risk and has a high probability of losing.
Why would Merck take this risk?

In my view :

1: If the combination leg wins: a nice collaboration / partnership or takeover of NWBO.

2: If the control leg wins:
Keytruda knocked out (and maybe alone continues?)

3: In case of a tie:
Keytruda not needed so knocked out.

It seems clear to me that this will be either a collaboration or an acquisition.

Merck would NEVER take this risk otherwise.
IMO

GLTA