NorthWest Biotherapeutics Inc (NWBO)

[meirluc]

I agree that the UK fiscal crisis could be a strong incentive for the MHRA to
approve the MAA once the capabilities of Flaskworks to cheaply produce an
adequate product have been established. Then, while the artisan method may be
used for a limited time after approval, switching over to Flaskworks should not
take that long.

Furthermore, if the current trial pertaining to the treatment of accessible recurrent
GBM (NCT04201873) shows that treatment with ATL-DC (DCVax-L+polyICLC)
with/without keytruda has great efficacy, the cost of the treatments for new GBM
patients could possibly be substantially reduced because those accessible rGBM trial
patients were not treated with chemoradiation and still greatly benefitted from their
treatment. In fact, chemoradiation, especially temodar, is immunosuppressive and
could lower the benefits of the DCVax-L/poly ICLC treatment and therefore, nGBM
patients could be better off without chemoradiation and the treatment costs will also
be lower.

The major difference between nGBM and rGBM patients is that the recurrent tumors
usually display a stronger mesenchymal signature and those tumors are therefore
likely to be more aggressive but OTOH such tumors are also more immunogenic and
therefore are probably more likely to be outmatched by the vaccines produced from those
same recurrent tumors.

Of course, if the addition of keytruda is added to the mix because it has demonstrated
to further increase the potency of the vaccine, the cost of the treatment could be
substantially higher. We therefore just have to wait and see how all this plays out.