Replies to post #710650 on NorthWest Biotherapeutics Inc (NWBO)

[biosectinvestor]

Copying machines has NEVER been a difficult task. But more importantly, being an OEM means selling machines to a non-existent “industry”, ‘manufacturing the machines, sales agents, waiting for companies to develop. It’s a horrible idea for a business and it undercuts why we invested in drug trials and waited 20 years. It’s a terrible notion.

They are far ahead of competition and if they want to be a facilitator of technologies like those they just licensed, that is a good idea. But giving away core technologies so others can leapfrog their primary business, that is an awful idea. Plus that is not the business they are in or the business we invested in.

I get it. You’re an engineer. You think everything is about the machines and engineering. But that is not the business that NWBO is in. The machines are to get this product out, they are not THE business.

[ROS-CH]

Assuming Flaskworks had already existed when Provenge from Dendreon
was approved, would that have saved DNDN ?

My understanding is, that manufacturing was Dendreons key problem

[kabunushi]

The main question you should ask yourself is 'what is NWs core business?' I invested because I think they can sell a lot of DcVax treatments at high cost & reasonably high margin. Given the patient population, imo that can be expected to be a great business to be in and clearly that's where all their efforts go. The have to execute better, but they also have a vision of a much wider DC therapy sales base than GBM. Why in the name of God would they want to go into an entirely separate machine mfg business? In any case this whole question is completely moot to the immediate goals and where they need to start making money. All due respect, I don't know why you are so obsessed with arguing this. I don't think one other person here is thinking about a business model where they make money selling machines - that is not NW's main business!