Replies to post #17576 on NorthWest Biotherapeutics Inc (NWBO)

[bjoel5150]

From the lack of revenue on the 10Q's, all the compassionate use cases have been for no charge

or could the money be going to Cognate for preparing the vaccine and not reported on NW's balance sheet?
They are a private company so there is no quarterly report to see their revenue.

This is one my concerns and the reason why I do not have a larger position in this stock.

As of June 30, 2014, we had over 51 clinical trial sites in operation in the US and UK in our Phase III trial with DCVax-L.

Another concern- over 51--- how many over 51? 52,53,70????
The company is very vague on a lot of info. How hard is it to count the exact number of operational sites on a specific date? it's either operational or it's not.

I still believe in this company but like a few other posters, I am getting a little bit cautious

[gnawkz]

Hi LongUSA,

I am on the same page regarding the fact that reimbursement negotiations will have to be finalized prior to any significant revenue from Germany. My main thought was around why there have been no "one-off" revenues since the announcement of the Hospital Exemption status.

Considering the aggressive nature of GBM and the fact that Hospital Exemption covered all types of GBM, I am a little surprised to see no revenues for this most recent quarter.

But your point about US compassionate use and how the treatment has been provided for no charge has changed my thought process. It looks like if there were patients treated under the Hospital Exemption program, these patients were treated without charge also.

I have been focused on this area for a while because the Hospital Exemption program is so NEW. It makes me consider these other variables regarding the future short term success of DCVax-L under hospital exemption:
- The short life span of the program makes me wonder how many doctors and hospitals are actively aware of this program and the ability to access clinical treatments still in trial.
- Next, if the program is so new, how many doctors will actually recommend the treatments under this program
- What kind of information infrastructure is currently available to the doctors so that they can learn more about the program and treatment considering the fact that NWBO is not allowed to do any kind of marketing what so ever.

Thanks for clearing up all my other misconceptions Long