NorthWest Biotherapeutics Inc (NWBO)

[skitahoe]

VI, I think you're right on the money in all that you're saying. While it's remote, I do believe it's possible that in the UK submission the company presented sufficient information for consideration of a tumor agnostic label, with confirming trials required to maintain that label. That to me would be a major game changer and looking at the exhibit the company's had at various conferences I suspect the company has taken a shot at achieving that tumor agnostic label.

I suspect that there is another way that the company could gain substantial funding rather quickly. Becoming the primary supplier of DCVax-L in much of the world should be worth something, but also licensing the rights to do so with the EDEN unit ought to be worth substantially more. I still believe that CRL is set up to be the supplier in much of the world, outside the UK, and under the right terms could pay NWBO for the privilege of doing so. Of course this would require the EDEN being approved to make the vaccine, I'm sure it will happen, I don't know when.

Of course this makes the assumption of worldwide approvals beyond the UK. Once we have the UK approval I'm of the belief that the rest will fall in line quickly if the EDEN is ready. If not, the question may be, who would consider creating individual small cleanrooms for manually making DCVax-L knowing they'll be replaced with EDEN units shortly. I suspect they're already waiting for the EDEN rather than making a massive investment.

Gary