Replies to post #626144 on NorthWest Biotherapeutics Inc (NWBO)

[VikingInvest]

Any time you are in the position to wait until approval (in this case, approval in other indications than GBM) you will have a much stronger foundation to negotiate. I just don't see NWBO in a position to co-fund a whole lot of future trials and I think it would delay approval in a lot if cancer indications that could be pushed to the forefront with an exclusive partner for each indication. An upfront payment would also give NWBO funds to do Direct trials. I am obviously not an expert in biotech, but looking at it from a pure business, shareholder value perspective. I am likely blinded by what I see as an amazing opportunity to create immense value for shareholders, based on other deals I have seen do exactly this. I am often wrong and I could be here too.

[maverick_1]

#CANCER $NWBO
Catbird's seat :
June 2023 NWBO VIVID ASCO (biggest annual confab of the world's Oncology experts) of it's Mechanism of Action ETC https://t.co/gl9jMPlQ4v
Percolation of Big RX Oncology interests re

New ERA Personalized Immuno Onc

W/4 RA's Rolling Rvw
TIC TOCK

— maverick_1 (@maveric92283613) August 5, 2023

The Roster:

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UNSTOPPABLE NWBO CEO Linda Powers for GENERATIONAL WEALTH

New Era of Personalized Immuno Oncology

— maverick_1 (@maveric92283613) August 20, 2023

[dennisdave]

I've had companies that conduct trials in partnership with big pharma under cost sharing arrangements and, after positive results, are in a stronger position to negotiate better terms.

Thats all good and great for biotech with a strong balance sheet and positive equity but that is not NWBO

If you think that NWBO is in any position to share the cost of hundreds of $millions costing combo trialS over the next few years then I suggest you check the last balance sheet from their last 10Q again. Its absurd if Linda Powers would, in the cash position they are in now, agree NWBO to such huge cash commitments. If NWBO has not agreed to a strong upfront payment for the combo trials then not only are they terrible negotiators but then they have put NWBO in a dangerous position as well to have committed and agreed to payments they are most likely not able to afford.

Therefore I find it incredibly unlikely that Linda Powers would do such a stupid and unnecessary thing and agree to combo trials without strong upfront payments.

Or do you think Nektar made a stupid move when they were paid $1.85 billion upfront by Bristol-Myers Squibb?

https://news.bms.com/news/partnering/2018/Bristol-Myers-Squibb-and-Nektar-Therapeutics-Announce-Global-Development--Commercialization-Collaboration-for-Nektars-CD122-biased-Agonist-NKTR-214/default.aspx