Replies to post #521287 on NorthWest Biotherapeutics Inc (NWBO)

[hoffmann6383]

Yep. When you have a market worth 10s of billions there will be competition. Luckily, NWBO is light years ahead of the next competitor.

[iwasadiver]

$250 million is pocket change for Merck and why would Moderna, with a market cap of 52.5 Billion need a puny $250 million? If Merck is serious about cancer vaccines we’ll see a partnership with NWBO sometime soon after a journal publication. In any event NWBO won’t have any competition from mRNA cancer vaccines for 10 years, and probably not even then

[GoodGuyBill]

I remember when cancer vaccines were not thought to be viable by BP. So now that the top two most knowledgeable, profitable and capable BPs are changing course, though belatedly, is very good news, imo. I don't think a phase2 melanoma trial will be a threat to DCVax-L given (1) the 12-year international trial data that will likely serve as a barrier of entry, (2) the trial is complete and the tld has been submitted to a journal and (3) manufacturing (and likely flaskwork automation & scalability) is nearing completion all before the melanoma p3 trial even starts.

Just saying... of course, I could be wrong.

I believe it’s quite possible Merck was recently told to “go f*** yourself” by LP

I find this to be hilarious, thanks LOL.

Any and all seasoned and unbiased investors would deduce that Merck and Moderna are teaming as competitors in the space. This is hardly good news.