NorthWest Biotherapeutics Inc (NWBO)

[biosectinvestor]

Looking into the action of N-803, it is an immune superagonist, stimulating the immune system rather than a checkpoint inhibitor like Keytruda. So the comparison is not appropriate because they do different things.

N-803 might be a better substitute for Poly-ICLC, though apparently they do different things too. But they both stimulate immune response rather than what checkpoint inhibitors do.

They combined it with Bacillus Calmette-Guérin, a live vaccine used for over 100 years as a vaccine first for TB, then discovered to work as an immunotherapy for bladder cancer. Interest has renewed in its efficacy off and on for decades. It is currently used in some vaccines as a stimulant, and is regularly used as a part of the standard of care to treat bladder cancer since at least the 1970s. BCG is the gold standard for bladder cancers, and apparently N-803 gave it a strong kick.

Interesting trial. I’d want to look into it more. I would not say it is better than Keytruda because they are drugs that do different things. A person writing a seeking alpha article might not know that much or even explore the differences and why it may have been helpful specifically in the Phase 3 trial with BCG. But it is interesting.