Replies to post #32054 on NorthWest Biotherapeutics Inc (NWBO)

[Pyrrhonian]

Some of the first trials demonstrating the potential of immunotherapy in cancer used high-dose interleukin-2 (IL-2) in patients with metastatic melanoma and renal cell carcinoma. Six sarcoma patients were included in these early high-dose IL-2 trials used in combination with leukocyte-activated killer cells. None of these patients responded [7]. More recently, however, high-dose IL-2 was given in a pediatric population including several patients with osteosarcoma [8]. In total, 10 pediatric patients with heavily pretreated, progressive, or metastatic solid tumors were treated with high-dose IL-2. The cohort included 4 patients with osteosarcoma and 2 patients with Ewing’s sarcoma. Two of the four osteosarcoma patients had complete responses that were durable with median followup of 28 months (range 11–36 months for the 10 patients treated on study). Given that in long-term follow-up studies of adult patients with metastatic solid tumors treated with high-dose IL-2, patients who are disease-free 30 months following treatment are considered extremely unlikely to relapse [7], this pediatric study represents an encouraging finding that warrants more investigation focused on osteosarcoma.

http://www.hindawi.com/journals/sarcoma/2011/438940/

etc., sarcoma more vulnerable to IL-2 (cytokine), other indications not or less so.

[flipper44]

Your acting as a historical revisionist for my board presence;-)

[HappyLibrarian]

Let's be fair to retail shareholders.

It is not so much fickleness as the very real understanding that with companies like NWBO, getting in too early is even worse than getting in too late.

Get in too late and you miss out on the chance to make a huge profit and maybe even overpay a bit.

Get in too early and you get diluted again and again and end up with a reward that is not justified by the risk you took, assuming you end up with anything at all.

If the retail investors have a "give me it" now mentality, this is in large part because NWBO has encouraged this way of thinking only to consistently dash expectations when the moment of truth arrives. The Delay of Phase 3 by a whole year is the biggest example and the failure to release Direct results in March 2015 as promised is the most recent case. Those who have been around longer could cite more.

You cannot blame retail investors from getting fatigued by this kind of consistent over-promising and under-delivering.

In fairness though if NWBO does not have to rely so heavily on Direct.

Since we both agree that DCVax L is good, why doesn't NWBO prioritize finishing up HE reimbursement negotiations?

That would bring revenues in the door and prove DCVax works in the real world which is more important than any trial since trials are simply an imperfect way of simulating real world results.

So what if we have to take a haircut on the price for L?

If we start saving lives in public and start booking revenue in public that changes the whole conversation.

We would still need financing but it would not be dilutive.