InvestorsHub Logo

flipper44

08/09/23 8:02 PM

#619149 RE: sentiment_stocks #619143

“Centerpiece”

Was intentionally made ambiguous in terms of timing. Aka: Toying with shareholders
regarding when (at what phase) it would be employed in “scale up” (Aka at or after approval) It’s the kind of language where they think they’re clever and investors get teed off due to NWBO’s ambiguity. (They get mad, because people think it might be used as another delay tactic)

One is not supposed to be murky in 10qs. Your question implies it’s ambiguous to you as well.

My opinion. Post approval scale up. But I’m just guessing because their filing is unreasonably ambiguous, and if I recall, DI apparently put it in a text that they would begin with the artisan method. My recollection is he was adamant.

Red_Right_Hand

08/09/23 8:02 PM

#619150 RE: sentiment_stocks #619143

So how much of this delay in filing is from waiting for Eden to be ready

hyperopia

08/10/23 9:18 PM

#619695 RE: sentiment_stocks #619143

I noticed that language as well senti. As almost everyone knows, automating the culturing process is absolutely critical to produce at meaningful commercial volumes, so of course Flaskworks would be considered the “centerpiece toward scale-up for potential commercial operations.” To me, that particular language does not give any indication when they anticipate approval of the automated process.

My personal belief is that it has been the intention to have a fully automated production process (which includes the Flaskworks system) when commercial production begins, to have the lowest cost possible for insurance reimbursement, to be commercially viable, and to be able to meet a large patient demand. However, as others have said, there must be contingency plans if this is not possible.

They have been “optimizing” the system for a couple of years now, however, the language “including optimizing yields” is new, and it basically means how many viable dendritic cells per dose, which relates to potency for release specifications. As I’ve repeatedly said, the release specifications for a commercial product are far more strict than for an investigational product, which is made for clinical trials.

According to the following, the clinical trial product that Cognate/Fraunhofer produced manually, minimally contained 60% viable dendritic cells:

murcidencelum
murcidencel

autologous dendritic cells (DCs) derived from peripheral blood mononuclear cells (PBMCs) obtained from glioblastoma patients. A sample of the same patients' glioblastoma is also collected, and a tumour lysate prepared. The purified adherent monocytes isolated from PBMCs are initially grown in media containing granulocyte-macrophage colony-stimulating factor (GM- CSF) and interleukin 4 (IL-4) to induce differentiation into dendritic cells, followed by loading of the dendritic cells with the tumour lysate in culture media supplemented with GM-CSF and IL-4. The final cell suspension contains ≥60% dendritic cells (MHC Class II+, CD86+; CD14-), with ≤40% of the cells in the suspension being other autologous cells, such as T lymphocytes, B lymphocytes, and natural killer cells. The dendritic cells induce T cell proliferation in a co-stimulation assay cell therapy (antineoplastic)

https://cdn.who.int/media/docs/default-source/international-nonproprietary-names-(inn)/pl128.pdf?sfvrsn=889fe54b_3&download=true


For their CAR-T clinical trials, Novartis produced ~70% viable cells, but the FDA required 80% viable cells for the commercial product, which they were unable to meet in about 25% of their batches for the first couple of years.

Northwest Bio will certainly have similar discussions with the regulators on commercial specifications for potency, but since Advent did obtain their commercial license using a semi-automated process for DCVax, (which apparently met commercial specifications) this process should be sufficient to garner marketing approval for DCVax.

The Flaskworks’ process will need to produce a highly similar, or better product in sufficient quantity. For the clinical trial, this meant ten doses of 2.5M cells per dose, so I think 25M per batch, may be the target that they were working to hit.

biosectinvestor

08/11/23 1:35 AM

#619762 RE: sentiment_stocks #619143

While I think Flaskworks is clearly a top priority for commercialization, the complexity may necessitate approval first with the current manufacturing process. They are not doing profound genetic reprogramming or manipulation of cells to the degree of Car-T, they are taking autologous dendritic cells, exposing them to lysate in highly controlled circumstances, purifying the resulting cells, and then delivering them into a state and form to be properly cryogenically frozen. Not simple, but not the same sort of complexity as many other cell therapies doing much more complex cellular manipulations.

I think their aim is to get to approvals asap, and then focus on scale-up. I do think they are simultaneously seeking approval for their process with Flaskworks, I simply do not think it is going to hold them up.

dstock07734

08/11/23 1:46 AM

#619763 RE: sentiment_stocks #619143

If flaskworks is the centerpiece for the future of NWBO, LP would do whatever it takes to keep Shashi Murthy, the original inventor of Flaskworks. The fact that Shashi left NWBO one year and eight months ago indicates that Flaskworks are most likely in good shape and ready for commercial production. It is purely my conjecture.