Replies to post #535377 on NorthWest Biotherapeutics Inc (NWBO)

[Poor Man -]

A large deal will need a multi-party partnership. At this stage there’s still too much risk for one BP to shell out for a $30+ billion deal.

But it’s not too much risk for let’s say three separate partners to shell out $10 billion each in return for a share of the patient revenue streams; licensing fees for combo trials; and appreciation of their equity interest.

The partnership has been in the works for at least three years. So all systems are go for next week, or no later than the following.

[dstock07734]

Horse,

Thanks for the post.

Since you mentioned Celgene which specializes in immunotherapy drugs, I did some investigation.

I searched in the database using the keyword immunotherapy + cancer. The number of journal papers on immunotherapy has exponential increase in the past ten years.



In this field, Merck and BMS have intense competition. I used the keyword immunotherapy + Merck and immunotherapy + Bristol Myers Squibb, and the figure is the comparison. It seems like Merck has some competitive advantage over BMS. I feel that both companies really put their resources in immunotherapy after the approval of PD-1 inhibitor which was around 2014 or 2015. Maybe BMS acquired Celgene in the thought that they may overtake Merck in this field.



If the searching keywords are glioblastoma + immunotherapy, I was amazed by the fact that the number of journal papers on this subject was only a single digit and it became double digits only about ten years ago. This tells how pioneering is the trial by Linda Liau and NWBO.