Replies to post #388673 on NorthWest Biotherapeutics Inc (NWBO)

[Poor Man -]

Bright Boy, that’s a very dark image you paint. Did some imposter run off with your IPad?

But your points are well taken. The only difference is I expect a higher price for the buyout, just because NVCR provides a reasonable comp. A share purchase price of $15 seems within reason. Could be higher or lower by $5 or so, really depends on a variety of factors.

And I’ll admit, the thought of waking up one morning to find the company sold within those lower ranges — let’s say $7.50 — has crossed my mind. But I keep referencing back to NVCR. I also believe the higher price is why this is dragging on, and they may actually wait until at least one regulatory approval to close a deal.

[biosectinvestor]

While the mRNA technologies make creating specific vaccines easier, they really do not address the variability of cancers and particularly GBM to individuals. It’s the same old problem as the other previous vaccines, just a better manufacturing technique to make the vaccines.

So I disagree. This is a cell therapy that discoveres unidentified and specific antigens / mutations for each persons cancer.

I think all of these tools will be useful, but that this is a much better all around treatment most likely, and the cost will be reasonable and customized as well.

The hype around mRNA vaccines will no doubt be a lot after Covid, just like Car-T, but I do not expect these vaccines to be the silver bullet to cancer. Useful yes, but not the silver bullet. And it’s still too early to be jumping up and down suggesting there is no future to DCVax, they should sell it all now for any price they can get.

The technology embedded in what looks very simple, in the dendritic cells antigen discovery process that takes place (whether using lysate or directly injected into the tumors), will not only be customized but so personalized that it will be the preferred and better option. MRNA vaccines will be useful in other ways, very broad ways. But it will be a long while before they are ready to treat all cancers as a platform like DCVax can really already potentially do now, even if it’s not approved to do it from a regulatory level. The technology is already there. It is effectively using natural, immune processes. And it will work better with combinations that address the evolving understanding of the pathology of cancers. But mRNA will likewise, I am sure, also require combinations and further understanding and trials to lay out the ways in which the cancer evolves and uses the immune system to protect it from the immune reaction. We will see, but it is far too early to pronounce them anything like equivalent.

That story was nice. But it’s simply not likely to be broad enough or specific enough to be real competition for DCVax, IMHO. It will be an additional and ancillary technology. It’s nice when people get excited about new immunotherapies, and just like with DCVax, everyone thinks their tech will be the one ring to rule them all. But that is simply bluster and unrealistic.

Nice reading though.

[anders2211]

No one is arguing that in due time DCVAX therapies will be overtaken and outdated by the next big cancer breakthrough. Heck, the human race would be lagging if it were not, in the future. As it was with Immu for Chemo so will it be for the next big technical breakthrough for Immu. If not then all the hundreds of billions of dollars invested in cancer research over the past 50 years have been in vain.

You are however oversimplifying a complex problem here, in your assumption that message RNA will be the next silver bullet for cancer and thus NWBO is short-lived. Why do we bother with medical trials? Not ONLY to prove if and how a certain therapy works but also how long and well it works for patients, In the case of GBM its extra years, OS for patients.

So how many phase 3 cancer mRNA therapies for GBM or any other cancer for that matter are out there? I have not found one. Heck, they haven't even started testing mRNA vaccines for cancer treatment on humans yet. You know why because they are still in early-stage where they have encountered many difficulties when it comes to mRNA

early mRNA oncology vaccine trials proved to be unsuccessful, with a significant proportion of studies (55.5%) being withdrawn or terminated from 2009 to 2016.

https://www.clinicaltrialsarena.com/comment/evolution-mrna-vaccine-trials-oncology/

So you asserting with great certainty that mRNA will overtake DCVAX soon is not based on any evidential study.

So when can we expect mRNA studies to be approved for GBM with the same OS or even better OS results as DCVAX-L if it would work? In 2040? 2045?
Hold my hat I will sell my NWBO shares coming Monday at any price lol...

BP will be happy to pay top dollar for DCVAX-L. Its better to have one working DCVAX bird for the next 20 years in the hand than perhaps in 20- 30 years produce the same result with a maybe working mRNA vaccine for cancer let alone GBM...

[anders2211]

Northwest is not a real company, only a patent holding company in search of royalties!!

First of all, NWBO is not only a patent-holding company it will also be an FDA/EMA/UK licensed rights to produce a drug company after the different RA's have approved DCVAX-L for GBM. In other words, if a patent were to be declined for a biotech the drug could be still worth billions because of the RA's right to produce/administer biotechs drug. Sure in that specific case other companies can copy the drug but still have to go through years of medical trials to have their copycat approved. There is a difference you have to understand.

EVERY prior approval biotech is a patent/right to produce -"holding company" as you call it, what else can it be a hospital, an MD unit? a research institute? a not yet-approved product selling company?

The whole idea of a biotech is to get a medical invention approved and then in 90% of the cases get bought up by big pharma. What is the BP then buying? The rights to procedure the drug + the knowledge how to + the patents. That's the idea here as with many biotechs. In most of the cases, in 90% the biotech will fail. But with one of the most complex clinical studies out there a phase 3 study for the treatment of GBM, NWBO will succeed which will make NWBO worth many billions.

A lot of nonsense lately on this board from posters I have not heard of (next to the usual FUD from the usual bears ofcourse).

[X Master]

BB- So you are saying Tesla will never overtake GM or FORD? Because their bigger & more powerful of course. I have confidence that LP knows exactly what NWBO is worth and that will sell at the right time.

[skitahoe]

I'm sorry BB, but I just don't believe it. I do think mRNA has been great for the likes of Covid-19, but I believe that practically every individual cancer has idiosyncrasies of it's own. We get at these by using the person and their cancer as part of the solution. I don't believe the same can possibly be said of mRNA.

I'm not suggesting that the technology won't create better products than are currently available, they may be the answer to cures, especially when combined with the DCVax's.

I really don't know why we refer to cancer like it was a single disease. I have no idea how many ways you can break it down to. It seems like the deeper you go into a specific type of cancer the more you realize just how many variations it has. I believe we have the tools to work on all of them with a personalized vaccine, I don't believe you can say the same with mRNA based products.

I won't be around in 50 years, but I'd be willing to bet that by then many different diseases will be cured with personalized products, most which come from the blood alone. I would suspect that many such products will be made in a matter of hours, instead of days, and when ill you'll make an appointment for the initial blood processing, then probably come back the next day and receive the treatment. The blood product that's provided will not only result in part of the solution, it will also say what therapeutics need to be added to achieve a cure. Of course this assumes that we'll still have an inhabitable planet in 50 years, that too may be in doubt.

As for NWBO, if BP is unwilling to participate as either a buyer or a partner at a price NWBO will accepts, I feel reasonably confident that NWBO, especially after the FlaskWork device is approved, could go it alone, at least for quite awhile. I believe that by the time they're using the FlaskWork device to provide DCVax's all over the world BP will be pouting over their mistakes, and I really don't know that any offer can be high enough to consider accepting. Imagine the value of the company if most solid cancers benefit from its use.

I'm not putting down other technologies, I believe they all contribute. I do have stock in PSTI which uses placental cells, it turns out that they have no DNA identification, so anyone can utilize them without fear of rejection. I believe over time they may be found effective for many things, but they have a ways to go. I believe the key is the placental stem cells can sense what needs to be done, and adapt to doing it. I believe we're a long way from understanding how they do it, but what's important is the company can make 20,000 doses of their products from a single placenta.

The only real question here is, will the DCVax's play a roll in conquering cancer. I believe that Dr. Liau is confident that at least for GBM they'll be a part of the solution that will cure a lot of people. I believe that she knows what she's talking about. As for other cancers, time will tell. If NWBO is a key in dealing with GBM, I've got to believe that $20 or more is reasonable, if on the other hand it works in numerous solid cancers, just move the decimal point as it grows if it's not bought out.

Gary