NorthWest Biotherapeutics Inc (NWBO)

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@apwriter
·
9h
5 BP+ partnerships @ $15B each is doable.

Add in all of LIau’s “Amazon” model of “just-in time,” localized, Flaskworks Manu at eg. Walgreens/hospitals/cancer centers. ETC.

Suddenly TUMOR-AGNOSTIC (~90% of cancers) $nwbo comparison to NVIDA’s $1 to $7k SP is not so outrageous.
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@d_stock07734
·
18h
Replying to @dcvaxdaw
But NWBO is a startup that can cure cancer. Is there a BP that can afford it?
d_stock
@d_stock07734
Here are the major players of PD-1 and PD-L1 inhibitors and the market size for PD-1 and PD-L1 inhibitors is about $40b in 2023. All these PD1/L1 inhibitors lack of efficacy for cold tumors which account for 80% of all solid tumors. DCVax-L can turn cold tumor into hot one so that these BPs can find a much larger market for their products. So $15B each can be a reasonable number.

Merck & Co., Inc.,
Hoffmann-La Roche Ltd,
AstraZeneca
Novartis AG
Sanofi
Lilly
Bristol Myers Squibb (BMS)
6:27 AM · Apr 7, 2024
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