Replies to post #372854 on NorthWest Biotherapeutics Inc (NWBO)

[spartex]

GM,

Your reading and understanding of the Sawston PR a month ago is incorrect. See bold below and note "The initial production capacity.." This reads to me like a phased approached in ramping up a new therapy. You don't do a full capacity using up many millions of $$$ and diluting the stock further when the initial production makes prudent business sense AND also the Flashworks may allow for a more strategic use of that space (expanding it in modular fashion as it is approved (less space as it is 10x more efficient) and therapy demand rises).

And, "Additional capacity for third party production of other cell therapy products may be developed in some of the other space."

Using the words "may be developed" and "some of the other space." This would provide NWBO additional revenue which would be a POSITIVE use of their real estate as they ramp up production of DCVax-L and other therapies over time hopefully using Flashworks. Seems extremely logical, positive and cost-effective decision.

Cheers!

To date, the Company's production of dendritic cell vaccine products in the UK has been taking place in a GMP (clean room) facility in London, with a capacity of about 4 - 6 patients per month. The Sawston facility contains a total of 88,345 square feet on two floors. The initial production capacity comprises two manufacturing suites, occupying approximately 4,400 square feet on the ground floor. These two suites, together with some additional support and storage space, have a potential production capacity of dendritic cell vaccines for about 40 to 45 patients per month, or approximately 450 to 500 patients annually, subject to regulatory approval.

An intensive recruitment program has been underway for well over a year, and has successfully hired and trained the necessary 30 senior technical managers, scientists and staff technicians and operators for manufacturing, quality control and other operations of the first two production suites. The recruitment process for experienced personnel with these types of expertise is highly competitive because the cell therapy and immunotherapy fields are growing rapidly and the pool of experienced specialists is very limited. With the initial team of 30 specialists on board and trained, the recruitment and training are now continuing to expand the team. When the Sawston facility is fully built out and in full operation, it is estimated that it will employ in excess of 300 highly skilled personnel, including many who may be trained through apprenticeships in the Sawston facility.


Since the initial dendritic cell vaccine production capacity will occupy only a small fraction of the total space in the Sawston facility, it is anticipated that additional capacity for third party production of other cell therapy products may be developed in some of the other space. GMP facilities are capital intensive both to develop and to operate. Third party production of other products will help support the Sawston facility costs and, in light of the growing demand for cell therapy manufacturing capacity, could substantially increase the asset value of the Sawston facility. The capacity for production of other products will also be an important resource for the region.

[gandalf50]

Hi Gus

I don't know what it must be like for NWBO management when you consider they have been fighting a daily battle to keep DCVAX alive for nearly twenty years . I would imagine they would go back and change a lot of their statements...if they could. Often criticized for their statements and predictions, I nonetheless believe that DCVAX is either the ANSWER or the beginning of the ANSWER.

Apart from the intrinsic chemistry of DCVAX, DCVAX represents a new concept in the world of health care....namely, treatments and "cures"
which are individually designed. Science will advance, but I don't think the wonder of science will ever surpass the wonder of the human body.

When it comes to the subject of NWBO communications with its shareholders and the quality of said communications......n'uff said.

I think that NWBO is going to be managed by the reaction to the results of TLD.........I think they will lose control because the reaction will be beyond their expectations.

GMO
GLTA

[MI Dendream]

First, one does not know from the press release the stage of build-out for phase 1b or phase 2 of capacity expansion.

Second, Merck has plenty of capacity

https://news.pda.org/en/article/120051/merck-to-use-prefabricated-adjustable-cleanrooms-at-300m-flex-center

https://pharmashots.com/52841/merck-collaborates-with-siemens-for-the-digitalization-of-production/