Replies to post #557425 on NorthWest Biotherapeutics Inc (NWBO)

[Jarheef]

Excellent post I have 0
To add :-)

Thank you for your posts I have read them
For over 2 years now and you have always remained one of the best on the forum.

[Doc logic]

skitahoe,

You know, thinking back on today’s presentation and the comment about cost by Dr. Steven Toms I think the mention of $200,000 might be the price NICE/MHRA wanted to be at before really getting on board and that probably represents the Edens manufacturing price point. A great deal of inflation to vaccine components has occurred since original estimates of cost were being made and yet today’s mention of $200,000 is kind of a retro price point. Component suppliers became an issue mentioned at the ASM too indicating that multiple approved component suppliers are needed and perhaps now they have them. So today’s price point mention looks like it could be a signal that this is where we start a more solid revenue projection analysis for NWBO from. Guessing here but at some point manufacturing agreements will need to be disclosed and Sawston would likely need to compete with at least Charles River Labs and perhaps another potential independent manufacturer unless Linda Powers and Toucan release their interest in Advent or present acceptable proof of no potential conflict of interest. Just a reminder that Charles River Labs has a location just a few miles from Advent. Best wishes.

[X Master]

Thanks for the post!
“This is the first time in nearly 20 years that a Phase III trial of a systemic treatment has shown such survival extension in newly diagnosed glioblastoma,” Lifespan said. “[This is the] first time in nearly 30 years that a Phase III trial of any type of treatment has shown such survival extension in recurrent glioblastoma.”

[Poor Man -]

Finally had a moment to listen to the presentation in full. And what came to mind is this may be one of the first times — that I recall — that this story was picked up by a mainstream news organization that offered a story that wasn’t bogged down with a lot of caveats.

I’m sure media professional have a description for this kind thing when a story begins to gain traction because the zeitgeist is just right to gain public attention. And there’s always competition for attention with any story, so the same story depending on timing can mean it’s published on the front cover or buried in the back pages.

It’s possible that zeitgeist is in our favor, and the story gets picked up by other stations.

[biosectinvestor]

The problem with compassionate use laws in the US is that they can’t charge what it really costs pre-approval. It is why virtually no one is doing it except for drugs already available in some other commercial context or that are not expensive to manufacture by a tiny company. Advocates for consumer consumer protection did not want companies to “profit” or “make money” selling drugs before they are approved. That was also a problem in the UK under their EAMS program. And similarly, the German program has the requirement instead that the drug had to be manufactured locally. Every such program has problems.

The Specials Program was a break from that pattern, but it’s also why the company can’t talk about “revenue”. It is a sensitive topic. So actually, it is not a commercial manufacturing set-up that prevents it. CRL in theory could have continued making it and the company probably could have provided it compassionately, at the expense of shareholders, probably to the tune of tens or hundreds of millions of dollars annually to keep a factory operational to provide a drug at the literal cost of making it.