NorthWest Biotherapeutics Inc (NWBO)

[Thrilliams]

I don't think there has been an evacuation from Dendritic therapies. I just don't think any of the big players ever moved into the field. Big pharma for the last 15-20 years has had tunnel vision for targeted therapies. Targeted therapies are much easier to define, easier to sell, and just sound sexier. And while PD-1's and PDL-1's are both considered immunotherapies, they are both targeted therapies as well. I think targeted therapies will see their singular dominance of the cancer market come to an end fairly soon. And While they will still be used because they can be potent, I think the next 15-20 years will be defined by personalized combination medicine. By adding a DC based, T-cell, or CAR therapy to the PD-1's and PDL-1's, cancer survival rates could potentially see a major upswing in the not too distant future.

I think DCVax-Direct has been a quiet front because it really is a crapshoot as to whether it works in humans or not. Sure the mice data was incredible, but it was still just mice. Plus, I would rather they be quiet about it because if they would have been trying to sell it to investors this whole time and it failed? The reaction would be swift and over the top. But now if it succeeds, it will be a nice surprise and would see a pretty striking move north.