Replies to post #430326 on NorthWest Biotherapeutics Inc (NWBO)

[Kaizenman]

Chiugray: I have been thinking about what NWBO looks like in the near to medium term during the last couple of weeks. I am awestruck about their patent portfolio and its ramifications that has recently been revealed.

When I postulate about the work remaining to fully build out the solid cancers in humans (likely more patents and quite a few trials) as well as the significant development work remaining for deployment to animals, I am stating to wonder more about NWBO staying a R&D company funded by partnerships and licensing deals going forward.

The current company structure could continue to function as a R&D company (but hire quite a few more researchers and lawyers to accelerate the commercialization for licensing). I am thinking something like a modified Danaher corporate structure, where Danaher parent controls the IP and capital allocation between all of their subsidiaries. The structure of NWBO in this context would likely be more aligned to how their IP is monetized.

I would appreciate your thoughts on this. I am increasing the probability of this scenario in my future state enterprise value computation over what I had on the last revision, and partnerships allow this to occur.

Happy New Year and Peace.

[Whitewater55]

Okay, I’ll bite… if we’re projecting 2023… it’ll probably be at $0.02 if we’re lucky. People will be talking about class action lawsuits except the lawyers will be long gone because there is no money to chase… except mgmt, which will be long gone. Swan song in crypto OUS.

[MI Dendream]

I try to look for other small, but growing biotechs for my comparisons. A company like INCY has a growing product portfolio with increasing revenue, currently running just shy of $3B in revenue. They hung around $18B before a year end drop. Their pipeline has some promise and revenue should grow from recent launches.

If you figure $250k give or take and US SOC that hives you about 8-10,000 cases per anum and figure closer to 5-6,000 other countrymen. They would price lower figure $175K on average, then I would say $3B in revenue is achievable faster than you think and licensing and pipeline and indication expansion gets you much further than INCY. I am guessing a rapid acceleration followed by a short squeeze spike falling back down to a reasonable near term number. Then an explosion as revenue rolls iin and several indications start trials.