NorthWest Biotherapeutics Inc (NWBO)

[hankmanhub]

Sounds like our potential partners are joining together to force us out.

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Moderna's CEO was clear that he sees their MRNA vaccine as a platform for all cancers just as we see DCVAX.
Could it be that Merck was not willing to pay what LP was demanding, so they went with Moderna instead? It does look like the nitch that Moderna fills is similar to the nitch DCVAX is in -- They both "educate" the antigen presenting cells to fight the cancer. But make no mistake about it, DCVAX seems to be the superior choice between the two. 1) they already completed PIII, They tried it against multiple solid cancers in a PI with promising results, 3) the numbers given by LL for the combo with Keytruda are better than those that they obtained in the PII with Moderna. 4) the safety profile is better - no heart problems 5) How long for a pivotal trial for the MRNA vaccine on its own? 6) production takes 8 weeks (very high cost) versus one week for DCVAX and to be reduced even further with EDEN.

Bottom line, if they decided not togo with DCVAX they went with the cheaper VW rather than pay up for the Cadillac. Is it possible they still might want DCVAX for a 3 way combo? If two is good, three might be better??

I strongly suspect that even if this is the case, and we do not know that it is, there are many other BP that will be happy to have Merck out of the bidding so they can win the prize.