NorthWest Biotherapeutics Inc (NWBO)

[ae kusterer]

dstock07734

Re: KIPK post# 665446

Friday, January 19, 2024 3:16:28 PM

Post#
665558
of 665599
KIPK,

Great post.

Take a look how Merck and BMY interacted with Timothy Cloughesy on the combo trial. In the end, Merck won the game. Don't forget there was another trial ongoing while Merck was trying to take the combo trial away from BMY.
https://nwbio.com/nw-bio-announces-phase-ii-clinical-trial-program-combining-dcvax-l-and-pembrolizumab-keytruda-for-colorectal-cancer/



While NWBO, BMY, and UCLA struck a collaboration trial, there was also a five-year research project that BMY was involved. The first three years it was under Rober Prins and after Merck scuttled the trial by BMY. In the last two years, Dr. Liau was responsible for the research project.

Project 1: Active immunotherapy combined with checkpoint modulation for glioblastoma (PRINS, ROBERT M)
https://reporter.nih.gov/search/aT6j1fwCh0GppBwEcoWByA/project-details/9357417
https://reporter.nih.gov/search/aT6j1fwCh0GppBwEcoWByA/project-details/9543452
https://reporter.nih.gov/search/aT6j1fwCh0GppBwEcoWByA/project-details/9752974

Project 1: Active immunotherapy combined with checkpoint modulation for glioblastoma (LIAU, LINDA M)
https://reporter.nih.gov/search/3lvpysy0bkeM05TQ0Q0Y5Q/project-details/9983047
https://reporter.nih.gov/search/3lvpysy0bkeM05TQ0Q0Y5Q/project-details/10225550

Can we ponder whether BMY's $74b acquisition of Celgene had anything to do with its losing any potential deal with DCVax-L? The timing is so interesting. That's why I question the possibility.

Bristol-Myers to buy Celgene for $74 billion in largest biopharma deal
https://www.reuters.com/article/idUSKCN1OX0VM/

dstock07734

Re: KIPK post# 665446

Friday, January 19, 2024 3:34:29 PM

Post#
665559
of 665599
Again, after Merck got the combo trial, Merck started a collaboration trial on ADC with Daiichi. Note that before 2019, Merck already had a long term collaboration with Seagen on ADC. Its keytruda combined with Seagen's ADC produced extraordinary results and got FDA approval last year five months ahead PUDFA through Project Orbis. My understanding is that Merck's collaboration deal with Daiichi serves the only purpose of covering its true motive.

https://catalystcr.com/esmo-highlights-adcs/
At ESMO 2023, the brightest star was data from an 886 patient trial (EV-302)3 in first line untreated, locally advanced or unresectable bladder cancer. In this trial, enfortumab vedotin (Padcev®), a Nectin-4-targeted ADC from Seagen and Astellas Pharma was combined with pembrolizumab versus traditional chemotherapy. The data was striking, nearly doubling progression-free survival (PFS) from 6.3 months to 12.5, and nearly doubling overall survival (OS) from 16.1 months to 31.5. Though there were enhanced safety risks with the combination, the presentation received a rare standing ovation, and the results were lauded as “practice changing” for first-line bladder cancer patients.



KIPK

Re: None

Friday, January 19, 2024 9:31:51 AM

Post#
665446
of 665597
What is missing IMO with all this comparative valuations trying to put a price tag on NWBO is the fact that nothing with such deeps of effectiveness (and combination potential), unimaginable safety, and broad potential applications, from all solid cancers to infections, has ever been ever developed and validated to a great extend!!
Add to that the years of dedicated imputes and advancement from highly powerful academia as well as NWBO that has finally managed to craft a platform technology based on empowering the totality of the immune system that was declared by many a waste of time & by the more intelligent that feared its birth, let’s kill this thing!!
Past experience with other M & A that the current NWBO valuation is based on is meaningless IMO, unless the scope of their potential applications & the expected (hoped for) outcome is analyzed & critically considered.
The KITE, JUNO examples that are given at about $13B acquisition range were based on hope/potential only & the CAR-T stuff as a whole for solid tumors ended up being too expensive, having major side effects, ineffective and basically been discarded!!
If we expand this line of thinking, it’s easy to see all potential high flying technologies with billions & billions of $s & years of investments developed/hyped in recent decades have either disappeared or have minimal effectiveness. Stuff like gene editing (BLUE. SGMO), CRISPERs, ZIOP approach, telomerase hype (GERN) & even bunch of antibody-drug conjugate companies have failed miserably.
IMO, there is nothing like NWBO technology out there and thus, its evaluations stands alone and how high that would be is the big question.
NWBO technology has become de-risked, its broad application potentials have been documented & future expansions are reasonably predictable,
I wonder where is will end up & how much a self-aware big name pharma would be willing to pay for it??
Bullish