NorthWest Biotherapeutics Inc (NWBO)

[biosectinvestor]

Actually, the UK market is not so tiny, given the economics here. Based on some past decisions regarding which patients and types of brain tumors, revenues could be reasonably high enough to reach a pretty decent market cap initially, IMHO. This notion that the UK is so small it doesn’t mean anything is the short team promoting their idea, to extend their time manipulating this stock, that approval in the UK should not affect the price or demand for the stock. That’s BS, IMHO. I have seen some predictions that put the market cap reasonably quite high compared to now, if they get a broad approval especially. We saw with the Hospital Exemption that they got a broad range of brain tumors included in that approval after substantial due diligence by the regulator. It appeared to not even have been expected by the company at the time.

Additionally the MHRA and FDA tend to be very much in sync. Therefore approval in the UK should provide the market with further assurance that approval in the U.S. and other relevant markets has a likelihood of success. That alone also should bump the price substantially.

The problem is, IMHO, Citadel and similar market makers setting the price with their market power in order to smooth relations with their hedge fund customers, greasing the wheels for more trades and revenue from those parties.

As for pricing strategy, going below market is typically not a good strategy for breakthrough products. Honestly, they’d get highest pricing if their results included the poly-iclc results, IMHO. That combination sets a benchmark impossible for current treatments to match, and is way beyond other drugs from large manufacturers commanding much higher rates directly from the regulators/insurers in respective countries. I am a bit of a skeptic that setting the lowest price possible benefits the market, patients and the company in the long-run. There has been way too long a runway here and there is no guarantee they will get a quick pass to agnostic status. I think DCVax-L should command a premium price, and the end result is the company can make it available more to patients without insurance and can then afford to go into markets that do not command the highest prices earlier, and faster. The focus should be on developing the platform and ensuring its economic success; not on achieving some imaginary special lowest pricing. They are already very competitive and even with premium pricing, I expect it still is way more advantageous to get a drug with few side effects to none, can be distributed in a community care context and has the impact that DCVax-L has on the survival time and quality of life for patients.