Replies to post #640858 on NorthWest Biotherapeutics Inc (NWBO)

[exwannabe]

What is your point?

I do not dispute that NWBO may be planning on combo trials where they expect BP to kick in some support for the trial. That is what I posted.

The tweet I replied to was talking about large upfront payments and milestones based on these. That is not how it works. That is not what LP said in the 10Q.

[skitahoe]

Flipper, I believe you're right on the money. I believe we'll have trials beginning that are co-sponsored by BP's, but I believe they want to do it when DCVax-L is an approved product in at least one venue. At that time I believe that the BP partner can properly pay for the vaccine they're using in the trial, before that time I think NWBO would have to contribute the vaccine. No doubt the BP will get a discount, and that might be all that constituted NWBO's contribution to being in the trial. These trials could be more meaningful to the BP as they'll add to their label. Most of the patients would be getting treatment with DCVax-L anyway.

I believe that once approved, anyone should be able to purchase DCVax-L for use in a trial. If NWBO agrees to reduce the purchase price, they become a co-sponsor even if they're profiting from every patient dosed in the trial.

I'm not saying that every trial will be structured this way, but I believe we could have at least a few of them.

Gary

[biosectinvestor]

I think some of these could drop any time and not necessarily after approval. In fact, it makes sense if they want to hedge their bets, to get some of these additional trials going before final decisions on applications. We already know the vaccine has a powerful impact so there is no reason to delay.

I also think they should hold out to be compensated for such a trial and not be giving DCVax-L away at a discount, it should benefit shareholders as we’ve paid to get to this point ourselves with no help from BP.

We’ll see if that deal can be negotiated prior to approval.