NorthWest Biotherapeutics Inc (NWBO)

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Doc logic,

One thing interesting to me is that all the BPs are crazy about ADCs and Baker Brothers sold Seagen and emptied their position on ImmunoGen even before AbbVie acquired it for $10.1b. As a matter of fact, they seems like to empty all their position in ADCs. We all know in less than four years both Opdivo and Keytruda will become generic. It is counterintuitive to me that smart people like Baker Brothers should develop PD1 inhibitor on their own. Can you believe it? They even developed CSF1R inhibitor and had FDA approval this passing August.

That's why I contemplate the possibility that they could be also among the many parties that can provide the technologies complementary to DCVax-L.

Happy New Year!