NorthWest Biotherapeutics Inc (NWBO)

[ae kusterer]

With all due respect to IHUB. commentators posting very astute observations, of which I do not want to loose track. I aplogize.A.E.K

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Alias Born 09/07/2014

beartrap12

Re: skitahoe post# 691935

Thursday, May 16, 2024 6:46:21 AM

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691949
of 691964
First, Gary, Flaskworks is NWBO. We own the the Eden system. I think you mean that you believe NWBO will remain "quite small' in terms of personnel, not income. I think their income from DCVax will be huge and I think they'll bring on whatever personnel they need to do the job. I agree that we'll be paying CRL a decent amount for manufacturing and cryopresrvation, and that they stand to benefit finanially very well and couldl eventually probably do more of the work of manufacturing in the world than NWBO's one Sawston's plant. However, as the owner, we will do even better. It's a lot like selling photography. Most photographers send their pictures out to be printed by a lab, and they make less per picture. I do my own printing, so I save that cost, but it costs me more in time and labor. There were years when the manufacturing of my pictures cut into time I could have been out photographing. It's a trade-off.
I think NWBO is about to make themselves and a lot of other companies a lot of money. The word franchise means a lot of licensing out to other companies. Think of McDonalds. Do you really think the main company suffers from having thousands of individuals who own a franchise and run it themselves?
Bullish
BULLISH

Re: Horseb4CarT post# 691920

Wednesday, May 15, 2024 10:08:03 PM

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691931
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I think the shorts know that approval is likely going to happen. I think their short position is far too large for them to just "go long and go for the ride". They have to buy to cover the huge short position, rather than to buy to go long, though maybe they are doing a little of both. The problem for them is that on the one hand they need to keep the price down and for news to be delayed for as long as possible for them to unwind their position. On the other hand the lack of news, uncertainty, and low share price keeps trading volume low, which means it takes longer to unwind. But that is all they have to work with. News along with huge volume and their game is over. I still have my fingers crossed for a rather large short squeeze when the ball gets rolling down hill.Re: beartrap12 post# 691926

Wednesday, May 15, 2024 10:57:21 PM

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691935
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I agree Beartrap, I've always believed that CRL has the potential of providing the vaccine in much of the world, and the remainder handled in Sawston. The question in my mind is, does CRL pay NWBO for the rights to produce the vaccine and use the EDEN units, or is it the other way around with NWBO paying them to do it. The difference between on scenario and the other would be how much each receives for every batch of the vaccine that's made and distributed over time. There are virtually unlimited ways the agreement could be structured.

It's my belief that if this is done with CRL, it will be them, not NWBO, who'll be taking almost total responsibility for manufacturing, storage, distribution and sales in much of the world. CRL is already a large company, but some growth may be needed. NWBO on the other hand may minimize growth mainly to develop new trials and products. If NWBO chooses to continue to contract out much of their work, the growth of the company could be quite small, but FlaskWorks itself might grow dramatically depending on the demand for the EDEN unit, and perhaps other similar devices for producing other personalized products.

Gary







Wednesday, May 15, 2024 9:28:06 PM

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691917
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Dstock, thanks for your DD. Maybe somebody who can read German can check the clinical trial site in Germany. I remember this trial and Merck pushing BMS out of the picture. That trial is 8 years old now if it started in 2016. It should have some decent long term results.

Let's ask this question at the ASM: What happened to the German trial between DCVax-L and Merck in Germany for colorectal cancer which started in 2016?
Bullish
BULLISHbeartrap12

Re: skitahoe post# 691918

Wednesday, May 15, 2024 9:54:56 PM

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691926
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Skitahoe, all DCVax-L/polyiclc treatments will be processed at NWBO approved sites whether its for a clinical trial or not, according to everything I've read. After CRL is on line - contract is coming, IMO - there may eventually be Eden units in many or all of CRL's plants around the world, IMO. And once the Eden units are validated, there will be no need to go back to manual processing. I'm no expert, Gary, but this is what makes sense for now and the near future. Frankly, I don't see NWBO allowing any other company to take charge of the Eden units. Remember, with DCVax, the manufacturing is a large portion of the treatment, so we don't want to lose control of it.


Re: sentiment_stocks post# 691924

Wednesday, May 15, 2024 11:35:04 PM

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691941
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I made the same mistake. That guidance is for clinical trial applications, not for new drug applications. Drug applications start after the validation date.

Validation
The assessment timetable for new active substances and biosimilar products or existing active substances will begin after the validation of the application.

https://www.gov.uk/guidance/guidance-on-150-day-assessment-for-national-applications-for-medicines