Replies to post #631505 on NorthWest Biotherapeutics Inc (NWBO)

[DocLee]

Gary, don't belittle DCVax's role as being a catalyst [original definition: "a substance that increases the rate of a chemical reaction without itself undergoing any permanent chemical change"] since DCVax plays the major role in the combination without which essentially nothing happens. Fill the patient up with a Checkpoint Inhibitor ("CI") (such as Keytruda/pemrolizumab) or an RNA Analogue (such as poly-ICLC) and the GBM carries on regardless. Treat the patient with DCVax-L and the GBM is attacked by T-cell lymphocytes to a greater or lesser extent. DCVax-L is the essential component without which nothing happens.

However, add the additional components of the triple therapy and you get more effect than that of the sum of its parts -
eg: Let's say that DCVax alone has x units of effect on GBM, pembrolizumab alone has y units of effect and poly-iclc alone has z units of effect.
If they all played an equal part then their combined action would be x + y + z units of effect.
Instead we find that their combined effect is something like 10x + y + z units of effect.
Without DCVax-L the others are as nothing. They are there purely to help DCVax do its job, the CI by suppressing the tumour's inhibitory environment and the RNA analogue by stimulating T-cell lymphocytes to greater activity. The CI and the RNA analogue are the catalysts which enable the DCVax-L sensitised T-cell lymphocytes to get on with their job unhindered and with a lot more oomph!

[biosectinvestor]

Hi Gary.

DCVax-L is not the catalyst, it is the primary treatment. Poly-ICLC is a catalyst. Other drugs like checkpoint inhibitors will block the triggering of immune regulatory responses that are supposed to stop autoimmune reactions. Obviously the intentionally induced reaction is not an autoimmune reaction but this is one of the factors that makes cancer challenging. It’s one’s own body turned against oneself.

[HappyLibrarian]

I, and I believe many others, were wrong about the last weeks trading. I thought we'd continue to rise as we approached submission to the UK, clearly it failed to happen last week. I still believe we'll be at, or very close to $1 by the time the submission is made, so I believe the upside potential to be even greater this week.

First, this isn’t bad as it creates a better buying opportunity for those on the right side of the knowledge gap.

While it would have been nice if we had a steady rise until NWBO follows through in the next 30 days on PRing submission the current situation makes sense.

The limited buying pressure makes sense:

Most people buying NWBO are existing investors and they have long since allocated the bulk of what they can allocate and are likely overweight in this stock as it is.

Certainly some are putting in more of disposable cash as it comes in but most brokers require fully cleared cash causing a lag between deciding to buy more and when the purchase may be made.

While FOMO might cause some liquidation of other investments to put that money in NWBO that involves risk and those investments represent long-term savings for retirement or a big purchase, not play money.

The above means we need new investors.

Lack of media attention and investor engagement which one can blame on different factors based upon outlook means recruiting those investors is tough.

Word of mouth is there but weak as existing shareholders have already told their networks of friends about NWBO only for the impending catalyst not to pan out as far as the SP is concerned. Old NWBO investors can only Cry Wolf so often before those close to then just shake their head.

There are not a lot of folks covering NWBO on YouTube etc. and of course no regular media (which still has the widest reach and credibility) and we’re not going to investor conferences so those avenues of bringing in new money are limited.

It could be that we end up over $1.00 when we submit for approval and a steadier longer climb because folks keep lists of companies awaiting decisions on approval and folks like to place bets on those things, as they do not have to wait forever as we have done.

[dstock07734]

Gary,

DCVAX-L is not a catalyst. In the immunotherapy universe, it is the center. Only DCVAX-L can trigger massive t cell infiltration into tumor site, which is the most critical step in immunotherapy. The other ingredients are helping t cells work better and more efficiently.