Also, RAs and FDA are more concerned about the "end user" cost and so arre insurance companies. If BP wasnt interested in immunotherapy in the past, well they better be now, because its the wave of the future.
I was a very early investors in Tesla. At the time, 2012ish, everyone was talking about how expensive EV battery technology was and that the "Big Three" were 20 years away from mass producing EVs because the profit margin was horrible. Tesla would NEVER be profitable, and even may go bankrupt within 2 years. What changed from 2012 through 2022?
When consumers demand a product, there are massive shifts in industry. But Tesla's real value isn't so much the cars they produce (although they are so of the nicest in the world) but its the battery technology IP they hold and just how efficient they manufacture some of the most technically advanced vehicles in the world.
I am not trying to compare NWBO to TSLA, but IMO there are some parallels here.
BP is starting to "wake-up" to immunotherapy. NW Bio may be the pioneer in this industry. Time will tell.
-Fireman