Replies to post #537459 on NorthWest Biotherapeutics Inc (NWBO)

[HappyLibrarian]

There is also the lack of an ASM announcement to consider (unless I missed one).

Now we never did hear Mr. Innes go on record that they were having an ASM on or before December 31, 2022 so maybe that was just another distortion produced by playing telephone.

[tryn2]

Crash.... YOU are a genius....(-:
Hope you have a great Thanksgiving...!!!

[FeMike]

If there wasn't a deal pending the firm would be trying to raise the stock price so they can uplist. Given they don't seem to care says all we should need to know.

If there is a deal pending and they aren’t trying to raise the price that is bad for everyone because the acquiring company is not going to pay more than a 200% premium. Period, not debatable.

So if they aren’t trying to raise the price from this level, that means the deal is for significantly less than $5B.

Trust me, if a buyout that has really good value for current investors is going to be announced, the price will run significantly prior to.

[dstock07734]

Crash, I agree with you 100%.

Immunotherapy is the way to cure cancer and NWBO has the technology that every BP craves for. At least, BMY wants it so badly.

On Feb. 11, 2019, two papers on pd-1 inhibitor were on line at nature medicine website. The two papers were pretty significant in that researchers found that there is a window of opportunity in using pd-1 inhibitor. I read a paper in which the author claimed that the reason BMY massive Checkmate trials failed is that the trials missed the window of opportunity. Both papers appeared on the special issue of Nature Medicine for 25th anniversary and the news was on the cover page. The journal also includes a review article on the two papers.



https://www.nature.com/articles/s41591-019-0385-7

Here is the paper on opdivo from Ignacio Melero who used to work for BMY and later went to academia.

Neoadjuvant nivolumab modifies the tumor immune microenvironment in resectable glioblastoma (Received: 21 August 2018; Accepted: 17 December 2018; Published online: 11 February 2019). Note I put the dates here for the comparison purpose since there are two papers from two different BPs.

https://www.nature.com/articles/s41591-018-0339-5

The results on the paper came from the following trial.
https://clinicaltrials.gov/ct2/show/NCT02550249
First Posted : September 15, 2015
Last Update Posted : April 11, 2017

Professor Ignacio Melero has close relationship with BMY even today. Take a look at the number of trials on opdivo that his department or he is involved with.
https://www.cun.es/en/result-search?queryStr=nivolumab

Now take a look at the other paper on Keytruda from Linda Liau's colleague Timothy Cloughesy.

Neoadjuvant anti-PD-1 immunotherapy promotes a survival benefit with intratumoral and systemic immune responses in recurrent glioblastoma (Received: 14 September 2018; Accepted: 17 December 2018; Published online: 11 February 2019).

https://www.nature.com/articles/s41591-018-0337-7

The paper was based on the results from the following trial with Merck as collaborator. Note that Melero's Opdivo trial started one year earlier than Keytruda trial.

https://clinicaltrials.gov/ct2/show/NCT02852655?cond=MK-3475+%2B+glioblastoma&draw=2&rank=9
First Posted : August 2, 2016
Last Update Posted : June 7, 2022

In Timothy's paper, the following was said:
"A total of 35 patients were enrolled and randomized between October 2016 and September 2017 at seven institutions and comprise the intention-to-treat population."
and his paper further referred Melero's paper as shown below. It is clear that Timothy was one of the reviewers of Melero's paper.

"Of note, a single-arm phase 2 clinical trial by Melero and
colleagues45 in this same issue, utilizing neoadjuvant nivolumab in
newly diagnosed or relapsed glioblastoma (NCT02550249), demonstrated
intratumoral and systemic immune changes similar to
those found by us."

Up to this point, it looks all okay and we only see that two BPs have pretty tense competition on pd-1 inhibitor.

What I found interesting is the following part.

We all know the combo trial of DcVax and Opdivo with Timothy as PI sponsored by BMY and NWBO which was sabotaged later by Merck. The trial was posted on the beginning of 2017 which means that BMY and NWBO mostly likely struck the trial deal around the same time Merck's Keytruda trial just started which was Oct. 16, 2016 and after one year of Melero's Opdivo trial.

Autologous Dendritic Cells Pulsed With Tumor Lysate Antigen Vaccine and Nivolumab in Treating Patients With Recurrent Glioblastoma

https://clinicaltrials.gov/ct2/show/NCT03014804?cond=Nivolumab+%2B+glioblastoma&draw=2&rank=15
First Posted : January 9, 2017

If we check the dendritic cell trials on cancer that are carried out by Melero and his team, there are many.
https://www.cun.es/en/result-search?queryStr=dendritic+cell

I would say some of them are just parallel to what Linda Liau and her team have been doing. Here I just list several which were completed by the time BMY and NWBO struck the deal.

Efficacy & Safety of Autologous Dendritic Cell Vaccination in Glioblastoma Multiforme After Complete Surgical Resection
https://clinicaltrials.gov/ct2/show/NCT01006044?cond=NCT01006044&draw=2&rank=1

Paper from this trial
A phase II trial of autologous dendritic cell vaccination and radiochemotherapy following fluorescence-guided surgery in newly diagnosed glioblastoma patients
https://pubmed.ncbi.nlm.nih.gov/28499389/

Study With Dendritic Cell Immunotherapy in Resected Hepatic Metastasis of Colorectal Carcinoma
https://clinicaltrials.gov/ct2/show/NCT01348256

Paper on this trial
A randomized phase II clinical trial of dendritic cell vaccination following complete resection of colon cancer liver metastasis
https://pubmed.ncbi.nlm.nih.gov/30268156/

Phase II Study With Hiltonol and Dendritic Cells in Solid Tumors
https://clinicaltrials.gov/ct2/show/NCT01734564?cond=poly-ICLC+%2B+dendritic&draw=2&rank=4

Paper based on this trial
Combined immunotherapy encompassing intratumoral poly-ICLC, dendritic-cell vaccination and radiotherapy in advanced cancer patients
https://pubmed.ncbi.nlm.nih.gov/29554212/

Given the extensive research on dendritic cell on different indicators from Melero and his him, why did BMY still come to NWBO fo collaboration? There is only one reason : NWBO has some technology on dendritic cell that no one else has.

So BO or JV is definitely on the way. The only question is which BP is going to be.