Replies to post #257145 on NorthWest Biotherapeutics Inc (NWBO)

[marzan]

same valuation issue is with AMRN. Their drug Vascepa is expected to sell like statins (Lipitor) did into the 200 to 300 billions in the next 20 years across the globe. Vascepa reduces CVD events by about 30% with a NNT (Number Needed to Treat) of 6 whereas the NNT of Lipitor is 20. BPs are sure interested but Amarin is not willing to sell cheap. There is a generic litigation going on that adds quite an uncertainty in the midst. The Company has 600M+ cash and are quite comfortable Going It Alone. Like DcVax can change the entire cancer treatment space, Vascepa is already changing the CVD treatment space. I agree with you that once TLD is released, the world of valuation will kick in for DcVax. DI has been telling that they are focusing on TLD to whoever calls him in. How they are going to prime it with how many PRs preceding is yet to be seen. Looks like next few days or weeks are going to be very interesting.

[kabunushi]

It's hard to disagree with you but I think a valuation for direct may be a stumbling block. Direct potentially expands the value of the franchise enormously. BP likely will require more clinical results to prove that value before jumping for a very high price which I believe LP will want to hold out for as someone very sure of that value of what she has in hand.

It may be possible to start to show proof of the value of Direct at least initially with very short trials. If that's possible then I could see BP sitting it out for another year while NWBO goes on with direct, with just enough to show dc-vax's potential as a very wide franchise via Direct. NWBO doesn't seem likely to start blabbing very much about this except of course for announcing any trials when they start. If that dynamic were to be working longs would not hear much about it in advance of any deal being closed which might take another year. This is obviously highly speculative but I think it's far from ridiculous.

[iwasadiver]

I actually agree with you that it’s a valuation issue. But that alone goes back to my idea of large corporate hubris and refusal to think anything’s as good as what they came up with and found on there own. They try to buy out early but in NWBO’s case who knows what happened. The hold, the following short selling, etc. But the overall technology, in my opinion as someone who’s dug deep, is that DCVax is bigger than anything that’s come along because it’s a broader sword even if individualized because it’s not so finely targeted to a single defined target molecule. I see DCVax as the base treatment by which any and all others will be secondary to. That makes it a formidable technology to ignore and yet one Linda Powers is not going to give away even remotely.