Replies to post #402904 on NorthWest Biotherapeutics Inc (NWBO)

[IkeEsq]

I think they are completely missing the big point of the relative value of the IP business vs the cell mfg business.

That is the least of what they are completely missing.

So how long before they go back to complaining about the website going down for several days three years ago, or the great delisting-to-the-pink-sheets scandal over a weekend?

What more proof does anyone need that without a scientific, peer-reviewed paper in a major medical journal any results will be castigated furiously by picking apart meaningless details?

[skitahoe]

I really believe that at current prices LP won't dilute. I believe that the company is working to get the FlaskWork device approved, perhaps even before the BLA has been submitted. If they can achieve that, and they announce TLD, get the Journal publication, then I believe the shareholders will only be too happy to authorize more shares and the share price will be in, or very near double digits. At that point they could easily issue tens or even a hundred million shares and bring in the funds needed to not only get through approval, initiate new trials, and they could also manufacture enough FlaskWork devices to make a decision. Do they license the devices to Advent and/or CRL, or do they fill the demand for DCVax-L themselves. It's a nice sort of problem to have.

Because of the lack of guidance from the company, and the quiet period, it's really not possible to know how far they have taken the FlaskWork device toward it's approval. If they achieve it, I believe that several units can be operating in each of the clean rooms they've built in Sawston. As I understand it, while the units are sealed, they still should be operated in a climate controlled clean room. I believe it may be a precaution that over time is diminished to something less, but some knowledgeable people have said so and I'll believe it.

I know the units pumps work similarly to the I.V. pump used in hospitals, the liquid inside the tube never touches the pump, so I believe that once the cassettes are loaded they are sealed units. I don't know that all operations must occur in a clean room.

What I'm frankly uncertain of is, do they load the cassettes at the site of the surgery, or are the products used in making the vaccine shipped to the site where the work is done, and the cassette loaded there. I also have no idea if all shipments are cryogenically preserved, or if they may be handled at normal temperatures for a certain period of time. I gather that tumors properly preserved may be cryogenically maintained for substantial periods of times. If that's correct, I would think that many recent and current patients having surgery should be having their tumors properly preserved. It may be well into next year that the vaccine is approved, but when it is, many patients who've head their tumors properly preserved, as long as the patient's current condition justified making the vaccine it could be manufactured at that time.

Gary

[biosectinvestor]

Exactly right.

[Maverick0408]

Agreed. The bigger picture for us is they are complimentary regardless of whatever ownership structure it may be. The most important thing is it gives NWBO an inexpensive, expedient, and trustworthy facility to test flaskworks device. I wouldn’t do this at a CRL. They wouldn’t do justice as it eats into their future business.