NorthWest Biotherapeutics Inc (NWBO)

[Evaluate]

you wrote:

FeMike, one of the key factors illustrated today was based on the overall manufacturing capability.
NWBO announces the fact that they their manufacturing facilities can increase production from 50 vaccine units per month to over 1000 vaccine units per month and you state this is no big deal?

@Roman516: I do not believe that FeMike was stating that the hypothetical capacity increase stated above (and on slide 19 at ASCO today) "is no big deal", but rather that NWBO had already provided the following info in a press release
21 DEC 2021:

The Company is developing the Sawston facility in phases, both to optimize the timing of capital requirements and to enable each phase to be state of the art when developed, as manufacturing technologies are advancing significantly in the field of cell therapies. To date, the Company has developed Phase 1A of the facility, comprising approximately 4,400 square feet of the overall 88,345 square feet.
The Company anticipates that Phase 1A alone will be able to manufacture DCVax-L products for 45-50 patients per month, or 450-500 patients per year

Therefor one could easily get the impression:
Phase 1A = 450-500 patients/year ... accomplished in 4,400 sq ft
then:
if the full 88,345 square feet were to be built out in the same manner, this would be 20X the current manufacturing space, so this would result in a hypothetical capacity of 20X (450-500 patients) = 9,000 to 10,000 patients/year.

Which is just a bit below the hypothetical 1000 patients/month upon scale-up that was mentioned at ASCO in slide 19.

Therefor, FeMike appears to be indicating that the hypothetical 1000 patients/month mentioned at ASCO is not earth shattering news, since the above NWBO press release already implied that the capacity could be in that range if the full facility were to be built out.

Now, added to this, we know that Flaskworks can make the whole manufacturing process far more efficient.
So, in my mind, when I see that upon scale-up the capacity could be 1000 patients/month, then I gotta believe that NWBO is figuring that this would be some combination of converting more square footage at Sawston into manufacturing space, PLUS the incorporation of Flaskworks technology/devices.

Actually, I believe that if anywhere close to the full 88,345 square feet were to be converted into manufacturing space and filled to the brim with Flaskworks devices, then the capacity would be far in excess of 1000 patients/month.

So: at ASCO we really did not learn that much more about the capacity over the past couple days. Now if NWBO had provided information about how soon they were anticipating additional capacity to come online, that would have been more exciting to learn about.