NorthWest Biotherapeutics Inc (NWBO)

[ATLnsider]

I agree with these statements, especially initially after MHRA approval of DCVax-L:

my guess is the reimbursement will be the same whether it’s made via artisan or closed system automated. Only the profit margin would change for NWBO/Flaskworks, and perhaps Advent, imo

Initially, Flaskworks approval and integration into the DCVax-L manufacturing processes, by the MHRA, will primarily impact NWBio’s ability to scale and meet demand capacity.

I believe the initial cost of DCVax-L will be in the $200,000 to $250,000 range, for up to 3 or more years of DCVax-L doses.

Then, after growth in demand and sales volumes, NWBio will eventually realize some economies of scale. Then the cost of DCVax-L will decrease.

The rate of decrease in DCVax-L cost will accelerate even more, after DCVax-L is approved and Flaskworks is incorporated, in other markets like Canada, the EU and the US.