NorthWest Biotherapeutics Inc (NWBO)

[biosectinvestor]

It is initially £150,000 for the first year of doses and should the patient want or be able to have a 2nd year of doses, it is the next £50,000 for 2 additional doses.

Again, this is for the unscaled, specials program with basically no economies of scale.

£200,000 and that is before current inflationary costs but I presume most of the input right now are labor and already sunk costs. Hard to say about shipping and other costs. And they may be able to segment costs more with the regulator to suggest what costs are for production and what costs are for delivery and maintenance of the vaccine for the patient. Some of those things may matter for the purposes of the regulator understanding the reasonableness of the costs.

I think they will be able to have ongoing discussions with the regulator on their costs and those may not be the costs that will be presented for a scaled up operation.

I think people thinking they know how long certain things will take or that some things are not approvable from these details and from bulletin board chatter and ordinary and stray interpretations of a comment here or there in Murthy’s presentation are unreliable guides. And I mean guides not to be relied upon. I expect LP has a much better handle on this and is not expecting to delay things for what is basically being suggested is years.

Again, presuming the specials pricing is the same necessarily as a scaled up factory’s pricing is probably not reliable. And an all in pricing also may not be exactly what is evaluated for reasonableness by NICE. Lastly, inflation is going to change a lot of things including what is reasonable to NICE.