NorthWest Biotherapeutics Inc (NWBO)

[exwannabe]

Northwest Biotherapeutics has no competition

If you want to argue they have no competition in GBM for a few years IF they actually get approved, then fair argument.

But many here assert DCVax is far more. So take a look at other indications and what is happening.

NWBO has no trials ongoing for any labels past GBM. And trials are needed.

Look at Iovance as an example of how the potential competition works. They have one lead candidate in P3 for melanoma. But they have 13 P2s running for their 2 candidates. That matters.

They can afford this partially because they have management that works with the street to raise the cash at reasonable rates.

I would also note they have 4 P2 combos with Keytruda and one with Opdivo+Yervoy ongoing.

Nothing special about Iovance though. That is how the real world works. Drug development takes a lot of trials. Not sitting back on two trials that ended years ago.