Replies to post #571079 on NorthWest Biotherapeutics Inc (NWBO)

[Poor Man -]

Sounds like gas lighting to me.

I’m simply saying what you’re saying. That NWBO shouldn’t be expected to pay for something they’ve already funded.

NWBO by eventually owning Advent, purchased at a nominal purchase price, would eliminate the conflicts of interest. The problem with Toucan owning both entities is that it’s vulnerable to self dealing.

[CaptainObvious]

If the relationship stays as is, I'm curious what percentage of DCVax sales using Advent will be retained by NWBO once the smoke clears, and how it compares to relationships with other DCVax CDMO's whose relationships are truly "arms length".

[biosectinvestor]

It’s total nonsense. Plus then he goes on to say CRL should buy Advent. But Advent was spun off from CRL, from Cognate. It’s total nonsense.

NWBO will likely contract with CRL, but I expect that will only be a temporary arrangement for the first few years. NWBO has Flaskworks and I expect they will eventually build smaller facilities around the world with the help of Advent, as facilities manager, which is also small and therefore more flexible and adaptive. Plus you don’t have the likelihood that Advent wants to steal the technology which will be a core patent protection element of NWBO’s competitive advantage in this space. But more importantly, they likely won’t even need a CDMO when Flaskworks is fully integrated. But the value of that operational history and experience probably simply is invaluable and Advent will have a huge leg up on CRL which has never produced such a product commercially. Ever.