Replies to post #295429 on NorthWest Biotherapeutics Inc (NWBO)

[ilovetech]

Jack., Respectfully, how do you know that?

ILT

[exwannabe]

Jack, I would certainly believe they will have patients ready to pay for treatments. But the topic was substantial cash with numbers like 35-40 a month.

Here is a reality check. In 2015 they were running at something under 15 a month. This was with the large Cognate facility that for years had been scaling up, and the UK and German facilities. Per the president of Cognate, they were stretched to the limit by the trial.

Now they will have the smaller Advent facility, and that will only be partially built out.

Let us say they actually can do 15 a month. Can they make a gross profit at that? Back in 2015 they spend $100M on R&D. I would guess manufacturing was about $40M (or more, hard to know). And that was a shortened year. Run the numbers, they suck. I fail to see how the UK specials program is not a cash drain.

The numbers will get better in volume, but that is for another day.

Same as all the hype on cash from German HE, UK Specials (years ago) and the US RTT. UK Specials post Sawston initial buildout will not change the financial picture.

[JerryCampbell]

GBM patients don't just sit on the shelf like widgets in inventory.

Are you suggesting that they are just sitting in Dr. Ashkan's waiting room hoping for dcvax?

Probably not, which means that they are pursuing SOC or whatever trials or treatment is available.

Do you think they abandon that treatment for a not-yet-approved dcvax? If some would, then would NHS fund that?

That's without even considering whether these potential patients had surgery, and had sufficient tumor material saved to make dcvax.

[hankmanhub]

Please define "significant" and how you know this fact?