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flipper44

10/10/22 6:47 AM

#520580 RE: pgsd #520575

Justin Keister MS DABR
@justinkeister5
·
19h
Linda Powers shared with me at ASCO that she felt they couldn’t meet US demand if approved in June. $NWBO CRL needs to grow or raise prices to meet demand.



I have no valid reason to doubt JK’s veracity on this. I’d note that LP apparently stated this, despite the NYAS reception a month prior but knowing the remaining unblinded data.
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hyperopia

10/10/22 10:57 AM

#520638 RE: pgsd #520575

Some of us have speculated that perhaps it was discussions with the FDA, and the capability to meet SOC demand, back in the summer/fall of 2020 when the SAP was approved and they were nearing data lock, that may have led to the extension pivot, and not revealing top-line data in September 2020, as they originally led everyone to believe. Which is why I believe that Northwest Bio won’t go to market without Flaskworks automated manufacturing. Unfortunately, they’ve been resource starved, and it has taken far too long. But here we are in Q4 2022, and it looks like they finally may be nearing automated manufacturing readiness.