NorthWest Biotherapeutics Inc (NWBO)

[georgebailey]

Diver I’m in. Already looked at Hursever in a Baker Bros way. Looking at mfg, put Eden system on wheels, Oncovir is private but yes these players are the easiest to put together because of past deals and who played in the 10 year study that ends this year….I exclude Merck because arguably they should be. The Keytruda study has great prelim results at 2/3 year mark but what did the ICLC combo study look like at the 2/3 years mark—-it’s hard to tell looking at the OS curve data from LL prez but it could be marginally better or worse than Poly at the 2/3 year mark….I think they are very close which means Truda is not essential with DCVax.
BUT, ICLC squares ( as in second power ) median OS performance when put on top of the Murcidencel platform. Yes ICLC squares the effectiveness of nwbo’s platform and is essential. Hursever probably loves Oncovir also…..just not as much as the king maker…..haha, now Nwbo is also Queenmaker. LoL