NorthWest Biotherapeutics Inc (NWBO)

[Chiugray]

Happy Mother’s Day everyone. Sharing again my hopes for NWBO to realize its unicorn company potential. Maybe this can be a sequence of events for DCVax’s technology platform to take society out of a medieval period where cancer treatments do not cure the underlying cancer and into a renaissance period where it does.

It starts with DCVax clinical trial results
• A new SOC for GBM to increase long term survival 2.3X, from 5.7% to 13%
https://jamanetwork.com/journals/jamaoncology/fullarticle/2798847
• Add Poly-ICLC (adjuvant to DCVax) for stage 3 and 4 brain tumors to improve long term survival further, to increase median OS 6.8X, from 7.7 mos to 52.5 mos. Certain cohorts of patients are all alive, ie cured.
https://www.nature.com/articles/s41467-024-48073-y

Society then realizes there is a new paradigm
• Vaccine, not drug with major side effects
• Drugs with severe toxicity risk OUT
• Robust immune memory IN
• Therapy means to cure the cancer

DCVax transitions into a base layer, as a super umbrella for combination therapies
• First for early stage and benign brain tumors, as a prophylactic
• Next on a few other type late-stage cancers
• Then on a few other type early-stage cancers
• Become recognized as a broad-spectrum cancer vaccine for all solid tumors
• Finally as a modular therapy to optimize and cure (DCVax as base layer, add adjuvants from a menu)

Then maybe there are potential new applications
• Immunization against cancer (personalized against a set of cancer antigens)
• Anti-viral vaccine (personalized therapy against chronic viral conditions like long-covid, herpes, HIV)

All the while it is transforming the role of doctor-patient
• From imperfect solutions: balancing the pros/cons of efficacy against toxicity in various cancer drugs, along with the regimen of second layer drugs to deal with the anticipated toxicity and side effects
• To optimizing for a holistic therapy: for cure, for prevention, and for the quality-of-life of the patient