Replies to post #404035 on NorthWest Biotherapeutics Inc (NWBO)

[CrashOverride]

NWBO has the possibility of being fully vertically integrated given the FlaskWorks IP they own. I think they represented the interests of all shareholders when they bought that firm.

[anders2211]

exactly its probably "only" a couple of hundred of millions that NWBO shareholders will be missing out on if and when Advent will be sold but its again a matter of trust and this:

but it really gets to the fiduciary responsibilities of management.

exactly that


It comes to show that LP and LG are running NWBO as their own private company and shareholders are a means to an end, great end but still : )

[ATLnsider]

Yes NWBio own all of the equipment, and leasehold improvements in that facility, That includes all of the clean rooms. Cognate and Advent are only “a means to an end”. The primary reasons Cognate was started were:

(1) To help NWBio fulfill the FDA’s and Health Canada’s requirement to have licensed and approved GMP manufacturing capabilities to complete the DCVax-L Phase III clinical trial.

(2) Convince the FDA and Health Canada that NWBio would be able to produce enough DCVax-L, on a commercial scale, to justify regulatory approval of DCVax-L in the US and Canada.

(3) Protect the DCVax-L and DCVax Direct patents and other IP from rivals, and potential rivals, including Big Pharma

The primary reasons Advent was started were:

(1) Convince the EMA and MHRA that NWBio would be able to produce enough DCVax-L, on a commercial scale, to justify regulatory approval of DCVax-L in the UK, Germany and the rest of the EU.

(2) Protect the DCVax-L and DCVax Direct patents and other IP from rivals, and potential rivals, in Europe including Big Pharma

Both Cognate and Advent have served, and are continuing to serve their purpose. Both Cognate and Advent have created a lot of NWBO value and gains for NWBO shareholders. It is unfortunate that some NWBO shareholders don’t acknowledge or understand these facts.

I, personally prefer that NWBio continue to focus on becoming a high margin, highly profitable biotech, by focusing on exploiting and maximizing the worldwide value of the DCVax-L and DCVax Direct vaccine platform, that has the potential to treat all or most solid tumor cancers, both operable and inoperable.

I am not interested in NWBio focusing on a lower margin, more capital intensive and more labor intensive industry, like becoming a CDMO.

[biosectinvestor]

For the reasons I have just explained in my just previous post, this idea of yours is not feasible, practice or reasonable. I see that because you keep repeating it, you’re not getting it. It would be a huge waste if very costly capital and a huge distraction for this tiny company to go into that business or to fund it. It makes no sense, and they can take it over whenever they want in the future. There is absolutely nothing they are giving up except having to massively commute current shareholders and delay DCVax to become an entirely new business and CDMO marketing a factory to other companies.

It is a waste of time, capital, and makes no sense.