Replies to post #423692 on NorthWest Biotherapeutics Inc (NWBO)

[antihama]

FlaskWorks is the KEY PIN. Agree

CRL will want to license it if they want in the game.Agree

NWBO holds the cards and people simply can’t seem to figure out this simple concept. Agree

CRL bought Cognate because of NWBO. Maybe but conjecture

There are things lining up behind the scenes that will be PR’d into the weeks and months following TLD. Hopefully Agree

TLD is taking longer than anticipated but nothing will be known, although it’s known, until then Agree

Nothing you said argued against the conjectures I gave.

[skitahoe]

Diver,

I agree with you the CRL bought Cognate because of it's relationship with NWBO, however, the question is, does that relationship still exist, or must it be reestablished as approval approaches. I did suggest another possibility in a prior post in which a partnership, to be announced when a certain milestone was achieved, would have the partner responsible for production. I still believe that CRL will be making the vaccine, but if they don't have that established contractually, anything is possible.

The FlaskWork device should be a total game changer. If it's available prior to approval, it would be possible for NWBO to consider doing all vaccine production themselves, perhaps in a new FlaskWork facility or under a FlaskWork division. Certainly this would take substantial funds, but with higher share prices I believe investors will agree with a substantial increase in authorized shares, whether they bring in billions in a partnership, or run an offering to bring in hundreds of millions, I believe the company could afford such expansion if that's what they determined to do.

I'm not suggesting that's what they're planning, but I would think that CRL would want to have itself protected against such a decision by having a contractual tie with NWBO. I believe that CRL, if it wished, is large enough to become an equity partner with NWBO, rather than a BP. I don't know that the benefit would be as great in terms of dealing with the regulators, but their could be some great synergies.

I believe that personalized products will be an area of tremendous growth over the next several decades. If CRL were looking to be a leader in this area, partnering or acquiring NWBO could be a great move for them.

Gary