NorthWest Biotherapeutics Inc (NWBO)

[skitahoe]

I assume you're speaking of Provenge, and that's true, the huge difference between the two is Provenge made a tiny improvement on the treatment of prostate cancer whereas DCVax-L can make a tremendous difference for GBM and possibly many other types of solid cancers.

Dendron had the problem of both high production costs and very low demand. After bankruptcy they managed to form a private company that still makes Provenge available, but demand is low, and I don't believe they've had the funds to develop other products they had planned.

Personally my only exposure to DNDN were a few options that closed worthless, but I know people who made a lot with it, and others who lost a lot.

I believe that this is a very different proposition. With EDEN we have a way to keep the costs reasonable, meet high demands, and most importantly have a product that's far more effective than the SOC.

Of course, until there are additional trials we won't have the proof of the capability of DCVax-L, but anecdotally it already exists. The question may be, how far does off label use expand before it's actually approved with label changes. If I'm right, well before that time it will be recognized, and insurance will pay for it.

I don't know if compassionate use data will ever be revealed, but I believe the regulators know all about it, at least anecdotally.

Gary