Replies to post #685470 on NorthWest Biotherapeutics Inc (NWBO)

[georgebailey]

Flip I had that question your post makes sense. I’m also assuming there are adjustments from NICE annually either on a CY or fiscal year consistent with the NICE decision date. Plus, there should be reimbursement adjustments annually to account for inflation and NICE budget variances.

Does it make sense to you that Oncovir would mirror L applications in the UK and other jurisdictions for GBM?
It makes sense to me as additional approvals for Poly/GBM obviously enhance Oncovir enterprise value vs Poly revenue as off label for Oncovir. If that’s true then Oncovir can use MHRA accelerated pathways since already approved by FDA.
Would we not see Oncovir and Poly when searching MHRA website?

[ATLnsider]

I agree with these statements, especially initially after MHRA approval of DCVax-L:

my guess is the reimbursement will be the same whether it’s made via artisan or closed system automated. Only the profit margin would change for NWBO/Flaskworks, and perhaps Advent, imo

Initially, Flaskworks approval and integration into the DCVax-L manufacturing processes, by the MHRA, will primarily impact NWBio’s ability to scale and meet demand capacity.

I believe the initial cost of DCVax-L will be in the $200,000 to $250,000 range, for up to 3 or more years of DCVax-L doses.

Then, after growth in demand and sales volumes, NWBio will eventually realize some economies of scale. Then the cost of DCVax-L will decrease.

The rate of decrease in DCVax-L cost will accelerate even more, after DCVax-L is approved and Flaskworks is incorporated, in other markets like Canada, the EU and the US.