NorthWest Biotherapeutics Inc (NWBO)

[FeMike]

If you found out that NW only gets about $15 k for patient, would you change your investment thesis?

How'd ya' get that number? I assume that is not a forecast as the public is not privy to that number which would be material. As such, I assume it's based on actuals (ya know, also assuming you aren't just spewing bullshit which is the more likely scenario).

They currently have a take or pay with Advent covering an equivalent of ~$5M worth of vaccine production. I wouldn't think they are producing enough vaccine under specials to fulfill that obligation, which means I'd be surprised if they are making any money currently. Much less $15k per patient. Sounds like a positive thing to me.