NorthWest Biotherapeutics Inc (NWBO)

[GoodGuyBill]

Typical misdirection/FUD move: You don't respond to DCVax being effective, highly scalable, and extensively protected by numerous patents? You say nothing about Merck's most profitable drug, Keytruda (contributing 46% of their total revenue), facing patent expiration in two years? And nothing about the potential for a Merck partnershipor buyout of NWBO's DCVax (I mean, Murcidencel)?

Instead, you ask for statistical evidence on a point I never mentioned or implied in my post. Nowhere did I claim that DCVax would receive approval for all tumor-based cancers. That said, let me address your question: DCVax has demonstrated promising results in glioblastoma (GBM) through its Phase 3 trial, as published in JAMA Oncology. While the current approval focus is on GBM, the platform's mechanism—leveraging dendritic cells to stimulate the immune system to attack all antigens that make up a cancer tumor—has the potential to target all tumor-based cancers due to shared antigens. Its application to other cancers may require further validation, but this broader potential could explain the delay, as NWBO could be pursuing a cancer-agnostic designation for DCVax, as some posters speculate (did you know NWBO was pursuing an expansion to treat rGBM or the SAP consisted of 1.7 million pages, if memory serves me correctly?).

Regardless, this future expansion of DCVax's applicability to all cancer tumors only strengthens the case for a Merck partnership or buyout.

Did I mention that there are three Keytruda biosimilars that are in phase 3 trials? They are gunning for Merck's Keytruda-revenues! DCVax is Merck's solution!

$5–$10 is absurd. DCVax works, targeting all tumor-based cancers, is highly scalable, and is extensively protected by patents.

Meanwhile, Merck's Keytruda, which accounts for 46% of the company's total revenue, faces patent expiration in 2028. Currently, four Keytruda biosimilars exist, with three in phase 3 trials. A partnership with DCVax—pending its approval and validation—could prevent catastrophe for any company involved. While there are numerous PD-L1 inhibitors, DCVax stands alone, fortified by robust patent protection. Whether through a partnership or a likely buyout, Merck will inevitably pay far more than $10.