Replies to post #58581 on NorthWest Biotherapeutics Inc (NWBO)

[Adam_Feuerstein]

I believe it was Flipper44 who claimed NWBO was negotiating a partnership with Merck and BMS for a DCVax-PD-1 combination trial.

He's wrong.

As I explained Friday, there is no partnership between the companies. There isn't even a collaboration.

UCLA wants to conduct a DCVax-PD-1 combination study. They're driving it. I spoke with Merck and BMS, they're not involved.

Maybe NWBO is collaborating with UCLA. If so, it's immaterial. PD-1s are commercially available. If NWBO and/or UCLA want to purchase PD-1s for use in a combination trial, they're free to do so. Thousands of combination studies involving cancer immunotherapies are being conducted today. The UCLA study just joins the crowd. No one cares.

Meantime, NWBO's ph3 study in frontline GBM remains halted. No progress has been made since August when patient enrollment was stopped. Promised follow-on studies with DCVax Direct haven't materialized. Promised revenue from compassionate use of DCVax-L in Germany hasn't materialized. NWBO has lost the support of its only institutional investor, forcing the company to raise money through distressed financings. The "internal" investigation results are delayed. The stock trades at an all-time low. Management remains silent.

But heck, you keep believing that everything is great.