NorthWest Biotherapeutics Inc (NWBO)

[flipper44]

Marzan, here is a recent short list I previously posted regarding why Merck might be interested in NWBO. I’m not going to elaborate on each one.

1. Merck makes Temodar.
2. Temodar is off patent.
3. Temodar negatively impacts T-cell efficacy.
4. Temodar is still primary SOC for GBM.
5. Temodar doesn’t work in unmethylated GBM.
6. Unmethylated GBM makes up 60% of GBM.
7. Merck’s Dr. Duffy went to NWBO when NWBO needed assistance with SAP and when a DCVax-l + CI + poly-iclc trial was being designed.
8. Merck just invested a massive amount in Daiichi Sankyo — makers of plx-3397
9. PLX-3397 is a key constituent in UCLA cocktail DCvax-l + plc-3397 + poly-iclc and sometimes Keytruda.
10. Merck is co-sponsoring a trial combining DCvax-l with Keytruda and poly-iclc.
11. The data from #10 was in NWBO’s patent application, which NWBO apparently recently filed a continuance motion in.
12. Keytruda is going off patent in 2028, and Keytruda’s biologic biosimilar protection ends this year.
13. DCVax-l can effectively express to t-cells such that they actually enter the tumor microenvironment and kill tumor cells. Other companies fail to get past the TME threshold.
14. DCVax-l effects major t-cell clonal expansion. This is another holy grail for companies looking for combination possibilities.
15. DCVax-l is broader spectrum than competitors and utilizes whole tumor lysate.
16. Upon approval, DCVax-l will have ten years of biologic protection from biosimilars.
17. DCVax-l and DCVax-Direct can ultimately be made via closed system automation, and Northwest Biotherapeutics owns all those patents and the company that makes Eden.
18. Etc.