NorthWest Biotherapeutics Inc (NWBO)

[tunnelvisionofplenty]

Nice, definitely encouraging to see. I was a little leery of drawing conclusions yet since EMA and MHRA approval don't necessarily go hand in hand (mRESVIA is a case in point – it's been approved in Europe since August, but is still pending in the UK). But then, in the same update in which the sponsor predicted EMA approval almost to the day, they also predicted UK approval in January, so...

To me, the exciting thing about seeing these other drugs get approved is that there simply aren't that many other drugs left for the MHRA to rule on at this time. Once Illuccix is approved, I'm fairly certain it will just be down to mRESVIA and DCVax-L.

We have CHM minutes through July. Only one new medicine was addressed in that meeting; I believe it was a follow-up meeting for Sugemalimab, which was then approved in October. Assuming that is the case, then any other medicines currently up for review could only have had their first CHM meeting on August 29, 2024 at the earliest. With the current average time from first CHM meeting to approval being 198 days, we would expect to see any medicines addressed during that August meeting approved in mid-March.

If all that is true, then we're looking at just 3 medicines pending approval between now and the end of February...