NorthWest Biotherapeutics Inc (NWBO)

[skitahoe]

Great post BB.

I really cannot say what products will be threatened by our vaccine, and which will be enhanced, I think that can only be established by further use, or further trials. I would prefer the vaccine being accepted, and Oncologists learning what works best by doing, but some more trials may be in order.

We know from Dr. Liau's work to date that Keytruda sales ought to be enhanced, so clearly they should be a winner. I cannot tell you if some of the SOC drugs used in the trial in combination with DCVax-L can be eliminated, to my knowledge that has yet to be tried.

I believe in the end the BP's may be selling as much product, or more, as patients living longer and achieving cures actually present more opportunity, not less, for their products. The product mix that sells, however, may be very different than what's sold today as they discover what products work best when combined with our vaccines.

I see our vaccine as more of a benefit than a threat to BP's, certainly some of their products may fall by the wayside, but others may be dramatically be enhanced. If Dr. Liau's trial with Keytruda and DCVax-L leads to 50% survival at 5 years you know she won't stop, she'll continue to try and find what can be added to save the other 50%.

I doubt if we'll ever reach the point where we're saving say 95% of all cancer patients across the board, but it will be far less of a threat than what it is today.

Gary