Thursday, November 20, 2025 1:04:20 PM
So the MHRA is saying that the balls in NWBO's court, I'm fine with that. NWBO is potentially bringing the biggest change in the history of cancer treatment out, taking the time to do it right is more important than doing it quickly.
Gary
What people here keep missing is that if an ATMP review expands its CMC package (in this case Flaskworks/Eden) during an ongoing MAA review, then the standard 210-day review timelines no longer applies is out of the window. Once the manufacturing pathway shifts, the entire timeline resets into a much more flexible framework. That is exactly what is happening between the MHRA and NWBO.
Why is this so hard to understand? Shifting CMC during an ATMP review is extremely common. Examples:
Novartis CAR-T: +7 months due to CMC
Kite: +9 months
BMS (Breyanzi): +11 months
Orchard: +6–10 months
Bluebird Bio: multiple CMC slides causing multi-month pauses
If we take Ashkan’s September comment on the expected drug-review timing and then simply add the typical CMC extension, you end up roughly at: September 2025 + ~3 months ( a couple of months)+ typical CMC integration = Q2/Q3 2026.
And to finance that extra timeline NWBO needs runway and that is what the increase of A/S is for.
Its really not that complicated.
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
