Replies to post #602283 on NorthWest Biotherapeutics Inc (NWBO)

[hoffmann6383]

You need to have your own manufacturing facilities.

LOL

that narrative has flipped 180 degrees in last few months

[Foogie88]

Absolutely, a routine inspection can shut down all manufacturing. Ive been stung there once with a biotech

[skitahoe]

Mav,

I believe that DCVax-L will sell somewhere in six figures, with numbers that large I believe that the money is substantial enough that it can be very cash positive for NWBO as well as companies supporting it for manufacture, storage, distribution, etc. I also believe that quality control will largely be computer monitored as computers will really be in control of the EDEN units.

I'm not saying the company can't do it themselves, but many major companied, including BP's rely on CDMO's. I'm uncertain today, but on approval Kadcyla was being manufactured by contractors and it's one of Roche's best sellers. I'm aware of that because IMGN created the drug for Genentech who were acquired by Roche.

I won't say that a BP may not bankroll NWBO in a partnership that brings in sufficient funds to build one, or several regional sites, to make the vaccine, but I believe that CRL could get the job done largely in existing plants and that they maintain solid quality control. It's very possible that they could be an equity partner with NWBO as well. Personalized products are the other end of the spectrum from what BP's do and I hardly believe they'd integrate that well together. If a BP were to acquire NWBO they'd be smart to keep it operating independently, the way that Roche has with Genentech and others of its companies. Perhaps in the future more products will be individual and BP's will handle a wide variety of these products, but I wouldn't want to be the only personal product with the normal BP mindset to deal with.

Gary