NorthWest Biotherapeutics Inc (NWBO)

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Doc logic, a lot of very positive info here.
I think BP's are hoping they can gain access to DCVax as an inexpensive adjuvant to be combined with their IP protected agents. It will be up to NWBO to force a different future for the platform via aggressive, elucidated development strategy and steps. They have done a good job creating an IP matrix of mfg methods and combo treatments but these particular protections are not without weaknesses, though I do believe the FlaskWorks defenses are formidable, given what it will take to develop alternatives.
When DCVax-L gets approved for r and nGBM by MHRA shortly it is up to NWBO to change the pace of their development and hence the success of the DCVax platform. If DCVax-L also gets approved for grade III and IV gliomas it will make an even bolder statement on multiple levels, in oncology practice and in financial markets.
If NWBO can gain major funding either through an independent group or more likely through just 1 BP partnership I think it will make all the difference in the oncology market. The elongated development timeline for DCVax-L for GBM cannot be repeated. I agree with you about BP assuming it will be repeated for Direct. It is up to NWBO to ensure DCVax does not become a niche oncology therapy but rather a major player with broad therapeutic goals, which are more than reasonable given the results in ultra-lethal GBM. Oncology physicians will understand the value of the platform but that alone is not sufficient. NWBO has to ignite the market clamor. The platform is right, the leadership team will need additional strength and I believe there is a vision and a plan which will be announced shortly with/after approval. I think MHRA approval and NWBO platform development plans will create opportunities,

GLTA