NorthWest Biotherapeutics Inc (NWBO)

[Horseb4CarT]

Had the following thought tonight: could the pd1 players (Merck, BMS, etc.) be hesitant to bring attention to dcvax/Murcidencel, despite the incredibly promising early indications, because it would be introducing a new player into the big time before combo efficacy is well understood and locked up?

I mean suppose it turns out a pd1 element of the combo isn’t the significant driver of efficacy in the combo or that other pd1 elements work better in combo than a given pd1 element.

As a pd1 player I might not go out of my way to say hey, lookie here!, until more is understood about the combo efficacy results, or I might be motivated to buy or somehow lockup DCVax (nwbo or rights) before it gets into a competitor’s hands and possibly be left out of the action.

I think that if I was a big pharma with oncology business line I would be motivated to try to control DCVax while it may be possible. Nwbo may not want to lose that control and stay in the driver’s seat.