Replies to post #519829 on NorthWest Biotherapeutics Inc (NWBO)

[ATLnsider]

Thanks for sharing hoffmann6383

[fluteman]

Hoffman, thanks for sharing good stuff!!

[Lykiri]

Good summary. Thanks hoffmann6383!

Now is Prof Keymours Ashkan, Neurosurgeon, London. New therapies for patients with Glioblastomas. Dendritic Cell Therapy - what is it, how does it work & is it available? BNOS 2022 Patient & Carers Edition pic.twitter.com/D6elqgs38k

— BNOS (@BNOSofficial) October 6, 2022

[flipper44]

Thanks. There are other temporary pots of interim reimbursement to possibly draw from as they assumedly transition from manual to automated.

[Bob_LobLaw]

Thank you for gathering and sharing

[hoffmann6383]

Video replay will be coming out, but if anyone wants to see slides, I put them up here:

$NWBO

Zoom Presentation today by British Neuro Oncology Society on Novel Treatments

Takeaways:

Manufacturing is hugely important. Automated manufacturing at scale is the only way we get NHS approval, i.e. Flaskworks. Also, Dr. Ashkan is a boss. https://t.co/cVIWRYY7Ru

— Hoffmann (@hoffmann6383) October 6, 2022

(again, not much new in the form of slides)

If you watch the replay skip straight to the Q&A. Some good stuff there.

[no2koolaid]

This is key...

Increased production will lower costs.

While BCG wants to claim credit for identifying the Experience Curve, it was first noted in aircraft manufacturing during WW II and remains a key concept when understanding costs within the value chain. This concept states that there is a consistent relationship between the cumulative production quantity of a company and the cost of production. Consequently, the more experienced a company is in manufacturing a specific product, the lower its cost of production. And that means increased margins (for profit) because, as the total production capacity doubles, the value-added costs decline by a constant percentage. (The value-added costs include the cost of manufacturing, marketing, distribution, and administration.)

[eagle8]

Thank you hoff.

GLTU

[Mionaer1]

Thanks Hoff. Very helpful.

[Hopeforthefuture3]

Hoffman much thanks for sharing
It tells me we should get approval in UK but insurance coverage may be a challenge
Need approval in usa as I am pretty confident it would get coverage here - TTF is covered in most states so imo dcvax should also be covered
My year end target guess of $7 is currently looking to be a challenge

[OilPatch]

There has to be judgments made at some stage as to how to responsibly fund these incredibly expensive novel treatments. Really difficult decisions. Need to understand bigger picture. Not enough money to fund all novel treatments.

The UK is broke, NHS is in dire straits so it will be interesting how much $$$ is available for novel treatments.

The DVax Shangri-La will always be the USA and FDA approval - if that happens.

[meirluc]

Will automated manufacturing at scale be successful enough to overcome the fiscal shortfall in the UK? I certainly believe that presently, as long as the treatment costs are reasonable, the outstanding benefits of the DCVax-L treatment warrant its approval in the UK or for that matter everywhere. I must admit that I have concerns regarding the global fiscal health and particularly about that health in the UK and the rest of the Europe. The initial performance of Lizz Truss has been far from reassuring and the UK's fiscal future is unclear.

I believe that the lingering COVID -19 crisis and the war in Ukraine are major problems that impact the world economy. Hopefully sooner or later some of those problems will be resolved. All we don't need right now, is a Chinese invasion of Taiwan.

Unfortunately, all of the above can affect the approval vs. reimbursement battles of DCVax-L in the UK, USA and the rest of the world. All we can do is hope for the best outcome.