Replies to post #313283 on NorthWest Biotherapeutics Inc (NWBO)

[exwannabe]

I would not trust my posts either.

Regardless, before my name gets attached to this thread, two other posters were discussing these trials. I only added some information of where this DC vaccine candidate came from so they could dig in.

I have no comment at all about where they stand, how real they are or if they are a threat.

[biosectinvestor]

Re Competitive vaccines, and the one posted:

1) It might work or it might not. There have been many efforts with DC vaccines that failed.

2) it won’t likely have the time to prove itself, in terms of OS and Long Tail, that DCVax has had without taking a long time to come to market. I doubt they will do that. It’s also a combination trial, so it’s hard to isolate if the vaccine is as effective as DCVax.

3) NWBO has various protections and exclusivity, so it might be subject to those protections.

4) there are many Car-T companies, with a number approved and bought out, all values in the multiple and tens of billions yet they basically all target mostly just blood cancers, they are incredibly expensive to manufacture and some have killed patients. Lastly, they suffer from recurrence because the treatment does not generally create a strong immune memory.

I’m not really concerned. NWBO and DCVax have a huge opportunity ahead and there will undoubtedly be efforts to copy and modify approaches based upon similar treatment ideas. That’s the nature of cancer.

PDL1 blockers are myriad. Yet Keytruda has the prospect of making $19B in revenues.

Future possible competition is not just inevitable, but not particularly relevant at this moment assuming NWBO has a key trial under its belt and that trial validated a major breakthrough with long gathered and very positive data on OS. Those other efforts will come later, and some investors here may even invest in those also with their gains from NWBO.