Replies to post #63741 on NorthWest Biotherapeutics Inc (NWBO)

[Doc logic]

exwannabe,

Other than a feeling, what makes you skeptical of Direct's effectiveness when the optimized protocol is utilized? Do you understand how engineered T-cells are activated and how that might relate to Direct? Why do you think that Dr. Subbiah said that Direct could be at the forefront of treatment options for 10 years when he first saw it's potential? Why did automation for Direct find a way to jump ahead of automation for L as a NWBO priority? You are not alone in your skepticism. Then again most scientists let alone investors, professional or not, do not have the slightest idea why Direct's Phase 1 results were completely predictable even though better results were hoped for. There was an outside chance that the early part of the regimen would create a response long and strong enough to lead to overcoming immunosupression and create strong immune memory. What they have learned from Phase 1 will allow Phase 2 to create a dramatic difference in results since their hands were tied by "first in man" designation with Phase 1.

The immune system can be made tolerant or it can act very quickly and in some cases too quickly depending on how it is activated and supressed. NWBO knows this and is being careful to get it right and they are using the right cells to regulate response.

[Rkmatters]

Exwannabe,

I do agree that if -L works (which is possible) then there is value here.

I kind of assume the best way to "unlock it" would be for NW to step in and buy some of Cognate, thus cleaning up the mess and giving LP an out.

I am very skeptical of -D. -- Exwannabe

I don't mind skepticism. It's healthy.

Interesting idea, but I seriously don't think LP has any interest in having him buy stake in Cognate. However, I do think that if the report comes back clean, that Woodford might help with one more raise, and dollar cost average. That would be have a positive effect on the stock if investors thought he was long and buying again. It certainly would scare some shorts, as the fear of bankruptcy would diminish greatly if he invested again. BUT, he does have some shares ready to sell, so I do think that he will de-risk before the end of the study (depending on what protocol changes they make; etc.). Time will tell. :)

[Rkmatters]

Exwannabe,
Sorry, just read your IV post, in no way did I mean to imply that they will attempt to remove the crossover and revamp Ph 3. I think they are advocating to keep the same trial but add OS as a co-primary endpoint. I realize that the crossover confounds it and so I have my doubts that regulators will accept that particular change. If that doesn't occur, then they may still need to add patients as both arms are living longer, and they may need a larger pool of patients to reach their secondary endpoint. I do not think they will be adding anywhere near Pyrr's numbers, his responses always seem so pessimistic. But that's also out of my scope, so not sure how many they'll need, but my guess is a few months of enrollment. :)