Replies to post #563046 on NorthWest Biotherapeutics Inc (NWBO)

[flipper44]

We must be living in parallel universes. Anyway, I don’t see what you’re seeing.

[Jack2479]

I agree with some of what you say in that plenty haven’t factored Advent into their investment understanding. There is both positive and negative in having Advent as our CDMO.

The positive is that it potentially creates real competition and a commercial price that should keep any third party player such as CRL holy to a fair price because NWBO have manufacturing options. In theory the potential is that the lower manufacturing cost leaves the majority of income in the hands of NWBO shareholders.

The negative risk is two fold….

A start up has to go through lots of hoops to get accredited and it takes longer than anyone estimates and requires skill sets and experience that maybe is not always available. I do believe they will achieve a positive outcome in the not too distant future so I consider this a low risk but most want jam today after years of frustration. Understandable but it’s the chosen pathway.

Any inter transfer pricing could go the opposite way in terms of what I stated above on the positive side, meaning that the CRL manufacturing pricing is used to determine the transfer price between Advent and Northwest….this is likely a very profitable contract given the valuation placed on cognate by CRL during its acquisition.

We will never know the details of any commercial pricing between the company and CDMO’s as it’s confidential but I’m sure that Advent led by Mike Scott and his expanding team are more than capable of running a very profitable CDMO once they have a manufacturing license….just as I’m sure NWBO shareholders will own a very valuable vaccine once it’s approved.

[hoffmann6383]

This is a risk no NWBO shareholder took into account when investing in NWBO.

Bullshit. Those like myself know that consultants are ordinarily hired in this space. Especially with small companies. I didn't read past this nonsense.

Have a good one Davey.

[Bill B]

Automated manufacturing of dcvax is the long pole in the tent and that would have been true at CRL as well. The Sawston facility approval process seems to be moving along as expected.

[kabunushi]

Try keeping the emotion out of your thinking. Most of the very wild guesses made on the MBs are pure noise. Especially the 'expert' opinions coming from those without any real expertise.

[biosectinvestor]

The decisions of the company are not about “greed” and these presumptions you make are about as bogus as they come.