Replies to post #486578 on NorthWest Biotherapeutics Inc (NWBO)

[biosectinvestor]

I agree they might want to do that, that is why CRL bought them. But their expertise is not Car-T yet and it is doubtful that it is an easy nut to crack. Their expertise was with dendritic cells, so expanding to do Car-T, which involves whole other levels of expertise, cell reprogramming, for instance, depending on the technology, is very specific and there are likely other companies that would be first in line on that, though I doubt any approved companies would outsource it at this stage. We’d have to see. But I certainly would not speculate that they have such customers without something concrete.

I do not doubt they have other customers, project work, other possible trial work and see the field as expanding. I just do not agree that Car-T production is an easy stretch for them and I do not see it as the most likely set of potential clients. I could be wrong, I just think there are many other likely potential clients that don’t require the additional levels of complexity as Car-T. I do not think Cognate / CRL has that expertise, and I do not think the current players would likely outsource to Cognate/CRL in that space.

By extension I am not saying it is for NWBO, though they have an outstanding contract clause that does say that upon approval they would engage to have such discussions with NWBO.