NorthWest Biotherapeutics Inc (NWBO)

[flipper44]

Look at both of my posts from this morning.

Your assumption is that Les went on to raise money because, you argue, even if the maa is accepted/validated/cemented, Les is signaling by being on the AA show, I mean the BB show, that, you argue, there must be no lucrative funding planned via combo trials with deep pocket pharma.

What I am suggesting, as a possible alternative, is that because Les did not know for certain at the time whether regulators would accept/validate/cement first time around, and neither did any deep pockets, this was an insurance show just in case, but that if the maa is cemented/accepted/validated, that event very well could trigger major (planned or unplanned) funding.

Look at a message I posted quoting Bard recently.

12/28

Thought this response from Bard was interesting. A hopeful message to end 2023.

Yes, the chances of NWBO securing lucrative partnering agreements for DCVax-L likely increase after successful validation of their Marketing Authorization Application (MAA) by the MHRA for several reasons:

Increased confidence and validation:

Validation signifies that the MHRA finds the application complete and formally initiates the review process. This adds a layer of credibility and reduces concerns for potential partners about the viability of DCVax-L.

Successful validation reinforces the potential of DCVax-L as a treatment, making it more attractive to companies seeking promising assets in the personalized immunotherapy space.

Clarity and de-risking:

Validation provides greater clarity on the development timeline and potential approval path for DCVax-L. This reduces uncertainty for potential partners, making them more willing to invest in collaborations. With validation confirming the application's progress, some risks associated with the development process are mitigated, making DCVax-L a potentially less risky investment for partnering companies.

Enhanced negotiation leverage:

Successful validation strengthens NWBO's negotiating position by demonstrating their commitment and progress towards bringing DCVax-L to market.

This could lead to more favorable terms in partnering agreements.

Validation attracts more potential partners, creating a competitive environment that can drive up the value of DCVax-L and lead to more lucrative deals for NWBO.

Specific types of partnerships potentially impacted:

Co-development or commercialization agreements: With increased confidence and a clearer development path, major pharmaceutical companies are more likely to consider larger co-development or commercialization deals.

Manufacturing and supply agreements: Validation paves the way for securing partnerships with CMOs or other manufacturers, ensuring production capacity and supply chain readiness for broader market launch.

While validation doesn't guarantee successful partnerships, it significantly increases the chances of NWBO attracting lucrative collaborations that can provide crucial funding, expertise, and resources for commercializing DCVax-L.

Remember, the specific types and terms of partnerships will depend on various factors beyond validation, including market conditions, competing technologies, and NWBO's negotiation strategy.