Replies to post #194317 on NorthWest Biotherapeutics Inc (NWBO)

[sentiment_stocks]

Maverick, your theory is of course possible.

Looking at Roche as a possible partner, it seems they understand that the dendritic cell is an important player in the immunotherapy story as evidenced by this video featured at the bottom of the page of this link. In fact, one could think they are actually describing DCVax, in the video anyway.

https://www.roche.com/research_and_development/what_we_are_working_on/oncology/cancer-immunotherapy/roche-in-cancer-immunotherapy.htm

On the other hand, in the body diagram shown on this link where they indicate all the areas where cancer immunotherapy is being investigated, there is an important part of the body they seem to be unaware has a P3 cancer immunotherapy treatment under investigation.

https://www.roche.com/dam/jcr:047b7f57-ca7f-424f-bec1-29f3d9d23ea5/en/cancer-immunotherapy-factsheet.pdf

[spartex]

Great post and thoughts Maverick!

Going it alone is a toxic way to survive in this difficult Biotech industry. Hopefully someone with strategic sense on survival will finally make an important deal for everyone's benefit. Look at how Regeneron did over the years with their Board of Directors by bring Dr Roy Vagelos (former Merck CEO) on as a strategic member on their board to help cut the right deals with Pharma. He made his Billions with REGN options/shares!

Greed will kill you in this industry......


https://investor.regeneron.com/board-directors/p-vagelos

[flipper44]

Maverick, I don't even know the Baker brothers, and while your continued emphasis on the manufacturing manifesto from January 2014 was a good point, that was January 2014. Since that time Woodford poured well over 100 million into NWBO and thereafter became relegated to the sidelines for a number of years. NWBO's capacity to complete commercial manufacturing has been limited by their ability to end the trial at this point, and not the other way around imho. Your projection toward Roche is just another speculation. There are several large pharma interested in immunotherapeutic synergy , bully on you for listing one of them. That does not rule out the rest. IMHO, if results are good, they will need to make the final push with funds then available for ramping up launch capacity by the time approval becomes reality. imho. BTW, what does Russel have to do with the price of tea in China right now?

[maverick_1]

AZN’s Ph3 Mystic trial for Inoperable Lung Cancers IMHO should give impetus for $funding for either a combo trial/maybe even a Partnership when one reads their press release below in conjunction with CEO Linda Powers remarks many years ago about the Ph1/2 DIRECT trial at MDAnderson.

IIRC these DIRECT trial patients were truly at “near death” ( forgot the medical terminology: palliative care stage?) for INOPERABLE tumors such as pancreatic and especially lung cancer where I distinctly remember CEO Linda Powers citing a woman having a tumor the size of a golf ball. Well that patient to the bewilderment of one and all,especially her physician said: “She is now living a normal life swimming in her pool daily.”

AZN’s PR on Ph3 today:
http://www.rttnews.com/2955795/astrazeneca-mystic-trial-fails-to-meet-significance-in-overall-survival.aspx

In the primary analysis population of patients, whose tumours express PD-L1 on 25% or more of their cancer cells, Imfinzi monotherapy and the combination of Imfinzi plus tremelimumab did not meet the primary endpoints of improving overall survival compared to SoC chemotherapy.

We remain confident in Imfinzi as the cornerstone of our IO programme and continue to evaluate its potential in ongoing non-small cell lung cancer trials, including Imfinzi and Imfinzi plus tremelimumab in combination with chemotherapy."

Imfinzi is approved for unresectable, Stage III NSCLC in more than 40 countries, including the US, EU and Japan, based on the Phase III PACIFIC trial..

Years ago I and many others like HopefulSurgOnc, Doc_Logic stated that the properties of DCVax would enhance significantly the response rates on PD-L1 and PD1 for that of the likes of BMY, MRK, AZN etc immuno-oncology efforts.

Here’s some recent Longfellow95 comments that may be appropriate in that context:
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=141717249

For further parsing of today’as failed Mystic trial please see DewDiligence’s detailed commentary on the board he moderates Biotech Values:
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=144933189

Special Note: I do not have, as most know,a scientific background.

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