Replies to post #743415 on NorthWest Biotherapeutics Inc (NWBO)

[JFR161162]

DCVax will receive rapid reimbursement upon approval, even without Flaskworks. 
Payers typically base their reimbursement decisions on the clinical value of the drug and the negotiated price rather than manufacturing costs.

[Investor082]

Gary,

The TAM for Alzheimer’s is massive. GBM is a small market. Plus manufacturing is complex, hard to scale and expensive for NWBO product as compared to AVXL.

So you’re comparing apples to oranges. If AVXL drug gets approved in the EU, they will indeed deserve a big market cap. $3-5B market cap on EU approval makes sense for them. On the other hand, NWBO does not deserve even a $1B market cap on UK approval alone due to the issues pointed above.

You will see that we will below a $1B market cap at UK approval unless Big Pharma provides significant financial injection and builds excitement around the potential of combo trial. NWBO has no credibility.

[iclight]

Acceptance of Eden happens when they run a trial and prove it can produce the same vaccine as the manual procedure. They haven't.