NorthWest Biotherapeutics Inc (NWBO)

[SkyLimit2022]

mani,

What is your definition of “partner” because we already see some valuable collaborations happening. For example, Roswell. It is also notable that Roswell and UCLA are both involved in successful ongoing clinical trials involving Merck’s pembrolizumab…

I also see the U.S. NIH NCI and the U.S. DoD as “partners” as their grants are peer-reviewed and carry significant weight.

We might also see PD-1 combo efficacy and Hiltonol combo efficacy leading to some more industry partnerships—isn’t that how partnerships are born? Aren’t clinical studies the best way to get there? Considering the massive and expanding size of the global immunotherapy/PD-1 market, I would think that combo studies would be the only way to access a share of that market.

The Roswell deal deserves more attention. Considering this deal in relation to the EDEN manufacturing technology that NWBO also owns is a very interesting prospect that could be massive in terms of value for the company.

It’s also interesting to consider that the Roswell trials relevant to the NWBO deal are already far along in clinical development/investigation (years in) as they are PII currently.

Additionally, the UCLA DCVax-L pembrolizumab trial is ongoing, and data from UCLA only further supports the Roswell studies as both institutions are investigating dendritic cell vaccines in combination with checkpoint inhibitors.

“The royalties from the commercialization of drugs developed under the Northwest Biotherapeutics (NWBO) and Roswell Park Comprehensive Cancer Center partnership are a key aspect of the licensing agreement. Here’s how the royalties and profit distribution would work:

1. Royalty Structure: NWBO would pay Roswell Park a 4% royalty on product sales derived from the licensed technologies. If there is royalty stacking (e.g., if NWBO needs to pay royalties to other licensors for combined therapies or intellectual property), this royalty could decrease to 3%. This means that for every dollar generated from commercial sales of therapies developed from these technologies, Roswell Park would receive 4% (or 3% in specific cases).
2. Who Profits Most:
• NWBO stands to profit the most from the commercialization of these therapies. As the license holder, NWBO retains the majority of the revenue from sales, with Roswell Park only receiving a small percentage in royalties. NWBO will also benefit from its control over the development, marketing, and distribution of the drugs.
• Roswell Park benefits primarily through the royalty payments. Since the research and intellectual property originated from Roswell, the institution earns a continuous revenue stream from any successful commercialization, with minimal financial risk. However, their profit is limited to the agreed royalty percentage and upfront/milestone payments.
3. Potential Upside for Roswell: The royalty structure could provide substantial profits to Roswell Park if the licensed therapies become successful, particularly in high-demand cancer treatments. Even a 3-4% royalty on a blockbuster cancer drug could translate to significant revenue for the institution, especially if the therapies are applicable to a wide range of cancers, as intended with dendritic cell-based treatments.
4. Potential Upside for NWBO: NWBO assumes the greater financial and operational responsibility since it will be responsible for regulatory approval, commercialization, and scaling of production. However, if successful, NWBO also enjoys the lion’s share of the profits, keeping approximately 96-97% of product sales.

In essence, Roswell Park profits from royalties and milestone payments without taking on the direct financial burden of further developing and marketing the drugs, while NWBO profits the most if the therapies achieve commercial success.”

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