NorthWest Biotherapeutics Inc (NWBO)

[biosectinvestor]

I did not say off-label. What makes you think that is off-label?

Brain tumors. The Hospital Exemption was that broad. And they did not even ask for it nor did they have the data now available.

That is the size of the market. The cost for DCVax-Al per month is far below current alternatives. I did not say they are paying $20B. Market cap is a multiple.
There was no off-label assumption.

My point is the SIZE of the market. You can grouse all you want about whether the UK will pay. We will see. The point is it’s about a $3.00 per share market for numerous reasons.

1) it brings along the likelihood of approvals across treaty and commonwealth nations, certainly those in their treaty group as well as Canada and Australia are likely at least;
2) UK and US approvals are usually very much in sync, so it means the market has to presume at that point US approval is more likely than not;
3) EU approval must also be taken as very likely at that point as well. And it’s just a hop from the EU and North America for patients that can afford it and read the news.

Tiny market it is not.