Thursday, June 19, 2025 4:01:36 PM
Mike, if a company were in a multi-month or year of negotiating an approval, I believe they would also have a clear understanding of where the regulators found their application lacking. While not conceding, as discussions continued, they would be foolish not to also prepare to answer what the regulators are saying are shortcomings with new trials intended to strengthen the data.
In NWBO's case, while money is tight, I still believe that if it's clear more trial data may be needed, without stating why, a new trial would have been started. I believe that NWBO could easily have initiated a trial with either Poly-ICLC and/or Keytruda, either of which could produce dramatically stronger data. These trials are intended to begin after approval, but if it's still being debated, I believe the LP could find a way to fund the trials more immediately.
The fact that this hasn't been done is an indication IMHO that she feels quite certain that approval is coming. She and few others at the company may know that the debate is over the label, tumor agnostic vs brain cancer, I can certainly see the company taking the additional time if there is any possibility of a tumor agnostic label. I'd also point out that if the EDEN is also being evaluated, that may be a part of it, but even if not, it's providing more time for EDEN development.
Gary
In NWBO's case, while money is tight, I still believe that if it's clear more trial data may be needed, without stating why, a new trial would have been started. I believe that NWBO could easily have initiated a trial with either Poly-ICLC and/or Keytruda, either of which could produce dramatically stronger data. These trials are intended to begin after approval, but if it's still being debated, I believe the LP could find a way to fund the trials more immediately.
The fact that this hasn't been done is an indication IMHO that she feels quite certain that approval is coming. She and few others at the company may know that the debate is over the label, tumor agnostic vs brain cancer, I can certainly see the company taking the additional time if there is any possibility of a tumor agnostic label. I'd also point out that if the EDEN is also being evaluated, that may be a part of it, but even if not, it's providing more time for EDEN development.
Gary
Recent NWBO News
- Form 8-K - Current report • Edgar (US Regulatory) • 04/07/2026 04:30:50 PM
- Form NT 10-K - Notification of inability to timely file Form 10-K 405, 10-K, 10-KSB 405, 10-KSB, 10-KT, or 10-KT405 • Edgar (US Regulatory) • 03/31/2026 09:04:37 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 01/15/2026 10:06:20 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 01/02/2026 10:14:59 PM
- Form DEF 14A - Other definitive proxy statements • Edgar (US Regulatory) • 11/28/2025 09:43:27 PM
- Form EFFECT - Notice of Effectiveness • Edgar (US Regulatory) • 11/26/2025 05:15:34 AM
- Form 424B5 - Prospectus [Rule 424(b)(5)] • Edgar (US Regulatory) • 11/25/2025 10:23:07 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 11/20/2025 09:26:03 PM
- Form PRE 14A - Other preliminary proxy statements • Edgar (US Regulatory) • 11/19/2025 09:15:48 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 11/14/2025 09:44:21 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 10/31/2025 04:29:10 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 10/30/2025 08:40:05 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 10/24/2025 04:28:38 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 10/14/2025 06:22:26 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 08/14/2025 09:00:38 PM
- Form 424B5 - Prospectus [Rule 424(b)(5)] • Edgar (US Regulatory) • 07/01/2025 09:04:38 PM
