Replies to post #388683 on NorthWest Biotherapeutics Inc (NWBO)

[scotty3371]

Well said anders

[Survivor2012]

Great info/insight/DD ander2211!!

[X Master]

Perhaps some day mRNA technology will be used as a prevention against a certain type of GBM tumor such as the HPV vaccine is used against: HPV types 16 and 18 — the 2 types that cause 80% of cervical cancer cases. However, as you indicate, we are talking about YEARS of research and more trials. Your thoughts on prevention or cure?

[exwannabe]

I basically agree with you wrt the GBM indication and that BP would pay a nice sum for NWBO based on an approved DCVax-L indication. I think they would only pay a modest premium on top of that for future indications, but I think that more or less aligns with your valuations ($25-30B or so?).

Disagree with the current status of mRNAs though. The article you linked states that they were having success after the early years. And it lists 22 active mRNA vaccine oncology trials.

One interesting trial (wrt the relationship with DCVax-L) is DEN-STEM Phase 2 trial in nGBM. For the mRNA component it amplifies the mRNA from the extracted tumor.

I am a bit surprised that they would take an aggressive tactic in not using adjuvant temozolomide in the treatment arm (only in the SOC arm). This trial is for methylated only, where the chemo has the most benefit.

Not at all implying this is a "threat" to DCVax-L in any way. Just one to watch to see what happens.

[jondoeuk]

Heck, they haven't even started testing mRNA vaccines for cancer treatment on humans yet.

Yes, they have. BNTX/RHHBY has two randomised PhII trials (advanced melanoma and ctDNA+ CRC after SOC) ongoing, while for MRNA/MRK it is one (high-risk melanoma). Also, BNTX has another six PhI's ongoing (one partnered with RHHBY), and for MRNA/MRK they are running two.

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

These mRNA vaccines are being tested in a wide range of types, while neither -L or Direct is in any trial.