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06/08/23 12:09 PM

#599782 RE: Doc logic #599763

Doc logic, I think it is still a leap for NWBO to achieve a broader than GBM indication out of the block if that is what you are thinking. I will be pleasantly shocked if they achieve that. Their excellent safety profile does simplify the RA's job but all the connections have to be theoretically made and then confirmed via the clinic. I am not sure the GBM clinical confirmatory trial alone is sufficient to extend to other cancers, while I do think the MOA for GBM and also generically theoretical across other cancers is confirmed by the Bosch presentation at ASCO.

NWBO is in an interesting position because they need to cut bait from development temporarily to submit so their commercialization life can begin and they can graduate to an income producing company. However their development pathway has gotten so interesting, as many of us saw as potential, that it is tempting to just think they can continue developing. It would be wonderful to sit in on one of their MHRA meetings.

GLTA
Bullish
Bullish