NorthWest Biotherapeutics Inc (NWBO)

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An investment of $10 billion would be equivalent to $40 a share for common. That would allow the firm to initiate additional trials for DCVax-L so it can treat other cancer indications.

Given the patent cliff which many BPs are facing for their checkpoint inhibitors, I believe we will see more combination trials funded as well. Since there's an urgent need here to protect market share that's being threatened very soon I believe the partnership will be at this level of scale. BP partners know spending money must happen to create long term revenue so I believe the partnership will be:

"Go Big Or Go Home!"

Being first to capture market share matters as that helps establish a durable competitive advantage. So BP partner will not dither around with a few hundred million as that's not enough for them to ensure we make it impossible for competitors to arise in the same market. A single trial costs half a billion. Thus the JV will be billions and billions. This would be my strategy if I was in a position to partner with Northwest Biotherapeutics.