Replies to post #705815 on NorthWest Biotherapeutics Inc (NWBO)

[ilovetech]

Chiugray -

To get any substantial upfront cash, it requires total exclusivity. Then you are on their schedule

I can agree with the "substantial" part requiring exclusivity.
Let's reassess. Looking at DCVAX ubiquitously, and the high margins associated with Immunotherapy, NWBO could pursue fewer, yet selective/synergistic opportunities, which meet specific criteria that fosters mutual growth.

Then you are on their schedule (for the acquirer the cash is a sunk cost), so how quickly, and/if/or, they go to market, if it cannabalizes their drug, comes into question, and questions the royalty income forecast.

The right strategy for selecting potential partners could provide the right environment condusive to mutual growth. The product sales royalties will then determine the company's value. Let's assume no money from the lawsuit, just to be conservative. Where does NWBO find the cash to transition to a full fledged product company, after assuming, no one can afford to BO NWBO?

[Doc logic]

Chiugray,

I agree to a point. Linda has the total advantage of knowing exactly what all costs are, likely reductions in cost due to scaling, expected time to break even on investment and ROI after. The Sawston model gives her this advantage. Ramp up models with franchising L vs partnerships vs go alone, spin off of Direct and other variables come into play. To date, going it alone does not seem to be on the table with the word franchise being used. That lines up with the current age of management and the idea that franchisees would be somewhat autonomous. The one thing a big pharma partner or more can do in the interim is speed the ramp up, move to combos and possibly provide some suitable DC activators that improve overall potency for various other types of disease states. There are many ways to improve DC activation and specificity. One of the most important for general use in DCs was just added with the Rosewell Parks agreement. This makes the likelihood of a big pharma move to negotiate on Linda’s terms that much more likely with those having the most to lose moving to the front of the line sooner rather than later once manufacturing is sufficiently dealt with so trials can begin with a final version of validated Flaskworks units.
One way or another it’s going to get very interesting real fast once approval and Flaskworks are done. Best wishes.