Replies to post #70455 on NorthWest Biotherapeutics Inc (NWBO)

[DoGood_DoWell]

Great post.

[iwasadiver]

You're absolutely correct; the surface is just being scratched on DC treatments for infectious diseases for example. While most other biotechs and pharmas abandoned DC therapies after early failures NWBiO has stuck to their guns against almost absurd levels of criticism and has, in my opinion, become the leading DC based biotech in the world.

It's so easy to dismiss small companies who try to stear clear of the normal Wall Street crap of kowtowing to Hedge Funds. NWBO may have made some missteps that would draw attention, but that doesn't make them dumb or wrong. Swimming against a tide is sometimes awkward and ugly, but their fortitude tells me they know what they're doing.

[john1045]

Well said and thanks for sharing your thoughts! Flipper posted about this subject a 2-3 years ago.

Here is my idea....We are created with an immune system to fight diseases in our bodies without our intellect helping....Cancer has found a way around this system....NWBO is trying to help the immune system to recognize the particular cancer as a body's enemy...If successful, it does change the way cancer is treated...If is successful, right now, out of the box, as manufactured and approved, it verifies the proposition that Dendritic Cells do play an important role in helping the immune system recognize, organize and fight a bodies disease...Therefore: this technology could be applied to many other diseases of the human body that are beating our immune system and then, with DS's, we get the body to fight them....how many companies would want to partner with NWBO to gain their understanding of DC's to further help that companies treatments fight whatever that company is working on???? How then would any analyst try and figure out how much NWBO's technologies would be worth to the cause of fighting many kinds of diseases???? IMHO, it all rests on the Phase III trial keeping us in the game of development by 1. being found to be efficaous , safe, affordable, and reproducible....If so, who can put a value on that??? I invite comments as I am not a scientist or analyst....thanks....longnwbo

[exwannabe]

Here is my idea....

OK, and here is the counter.

Of course we know DCs play an importnat role in the immune process. That is why dozens of companies have tried various forms of DC vaccines. To date, one has been commercialzed, and was not exactly a major hit. While most have played out as "meh".

So what makes NWBO's version special? If it is, why does no BP see the value and just start their own trials? DCVax-L was in the clinic over 15 years ago, so any fundamental patent protection will not have much left. And the manufacturing patents can obviously be worked around as NWBO was making the product back then.

But let us assume that they do have something special, and the BP's are simply to stupid to see it. How special is it? Is there any reason to assume it is not just margianlly better and cheaper than than pile of failures already left behind for dead in the DC space?

Want to partner with NWBO? Well, they haven't yet. Certainly they have with Duke's DC program, despite the odd fact that Duke does not have the NWBO secret sauce.

OK, DCvax-L might well actually work in glio. I do not disagree. But even if I was certain it did I would not invest here as I doubt the current trial is registrational, thus they are many, mnay uears away.

Flame on....