Replies to post #404008 on NorthWest Biotherapeutics Inc (NWBO)

[Gus1212]

Unless they are merging !

Never say Never



Everyone has one and you know what I am talking about



Don't Make Me Leak

[MI Dendream]

Poor man - these are good points and new ones as far as I can tell regarding this argument. I am interested in your analysis here.

It looks to me like the fees paid to Advent are actually quite small, but without knowing progress on other aspects of regulatory filings, I don’t have a good feel for the complete picture what other expenses have occurred over the past two years. Therefore, I question the size of “the investment in Advent” if any. They have not been working with a lot of money.

It seems to me that Advent is self-funded but benefits from a service contract with NWBO. This service contract to me appears to be below market rates actually for the past few years. Therefore, I expect there to be more significant gains in the future for Advent. What I am getting at, is it seems to me that this arrangement may have benefited me as a shareholder more than investment in a subsidiary would have, given the conditions at the time and the certainty of the future.

But I do value your knowledge here and am open to your thoughts

[anders2211]

its probably redundant if I say
A. Incredible well summarized and well said
B. 100% agree :)

Had NWBO established a subsidiary to manufacture the vaccine to include on its balance sheet the cap ex to build out the facility and accounted for all the startup costs — all funded by NWB0 shareholders — and then hired Advent to just provide employee services under a service contract, that would be the typical business relationship

and by the way to top it off, then it that case as you describe it, it could have been NWBO to request licencing and accreditation to run Sawston as a CDMO GMP with the MHRA

[Jack2479]

I agree with you