NorthWest Biotherapeutics Inc (NWBO)

[flipper44]

Let me clear up your confusion.

DCVax-Direct did their initial studies with U.S. approved and U.S. Manufactured TICE BCG as their maturation/booster agent.

A shortage occurred of TICE BCG immediately following DCVax-Direct results.

While cretans such as yourself pounded away against NWBO, one BP stopped making TICE BCG in 2016 and Merck (with a monopoly at that point) chose not to build new facilities and instead a decade long shortage ensued causing some U.S. bladder cancer patients to go without. Meanwhile the price/profits of TICE BCG went up.

It also meant cash strapped NWBO had to decide to start all over again or indirectly poach TICE BCG from well deserving bladder cancer patients. It could not do the first and it would not do the second. The Direct program was shelved, and of course Ex made fun of this. (Most of us longs were unaware at the time of the TICE BCG shortage issues and its connection to DCVax-Direct production woes)

Now, because the TICE BCG shortage continues, and it may or may not be sufficiently fixed by 2027 (note Merck states it will slowly. increase their production increase once facilities complete) , NWBO apparently assumes it will finally have funds to move the DCVax-Direct program to the UK, and it apparently believes it has found an alternative to TICE BCG which it is currently conducting engineering runs on, and NWBO believes, for whatever reason, it will have funds to restart the DCVax-Direct program in the UK by January 2025. Apparently, TICE BCG is still their dual alternative, but the TICE BCG shortage means they need another, and according to the 10q, they may have found it, and they are conducting engineering runs with it.