NorthWest Biotherapeutics Inc (NWBO)

[hyperopia]

Initial thoughts on IET presentation:

Northwest Bio has traditionally been very patient focused, and has been actively engaged with patient advocacy groups and even allowed them to speak about the trial data lately while Northwest Bio has been silent, so I was initially surprised that NW Bio did not bring DCVax-treated patients and their patient voice to ASCO, and instead discussed manufacturing details. Generally, the oncologist attendees want to learn more about the various treatments and the patient and clinical information, rather than the manufacturing details.

So it’s clear that Northwest Bio was speaking to a different audience today; investors, industry analysts, and other Pharma companies. And not only did Northwest Bio’s presentation say that they expect this treatment will be approved, but they answered the analysts next question: Okay, so if the treatment gets approved, is Northwest Bio capable of actually manufacturing it to meet commercial specifications, and in sufficient quantities? Both those questions were answered with an emphatic, YES and YES.

Since I haven’t seen the presentation yet, and I’m only going off the posted slides, I won’t go into detail, but the information that was presented today should indicate to industry professionals that Northwest Bio has a documented manufacturing development strategy, understands what is necessary, and seems well prepared for the common challenges faced in commercial cell-therapy manufacturing. I can’t wait to see the presentation.