Thanks for reposting your insightful advisory. Sounds like you really hit the nail on the head 🔨
I believe that having a comprehensive IP patent portfolio, commercial licenses, in-house automated manufacturing infrastructure, and the continuing support of peer-reviewed U.S. government grants actually do matter. 😶
Both DCVax-L and the Roswell DC technology are being studied in combination with checkpoint inhibitors (and other agents). As efficacy data emerge and further studies commence, big pharma will increasingly view NWBO’s DC platforms as either a complement to their portfolios or a competitor. The results of these combination studies will determine the path forward, as the drugs being paired with NWBO’s DC technologies are already commercialized in a vast and swiftly expanding worldwide immunotherapy market.
Leveraging partnerships with world-renowned research institutions, such as Roswell Park in New York, and peer-reviewed grants from U.S. government agencies, such as the NIH, is both efficient and crucial in supporting the validity of breakthrough science and building value.
The trial that just posted a quality control update on Feb 24, 2025 and is led by Dr. Puzanov as principal investigator is a quite noteworthy example. https://clinicaltrials.gov/study/NCT04093323
NWBO owns three distinct patent-fortified DC product platforms that we currently know about:
1. DCVax-L 2. DCVax Direct 3. Roswell’s DC Platform
✅️ Additionally, we might consider the novel EDEN manufacturing technology, which NWBO acquired through its strategic acquisition of Flaskworks in 2020.
“The license includes 5 new patent families that were just filed in 2023 and hence have their full potential patent life ahead of them. The technologies include enhanced versions of dendritic cells (DCs) and DC based therapies, as well as conditioning regimens designed to enhance patient responses and approaches to reprogram the tumour microenvironment to boost immune therapies and help overcome resistance to checkpoint inhibitors.
The DC based therapies include versions with tumour antigens loaded into the DCs and versions for intra-tumoural administration without pre-loading of antigens. Phase 2 trials involving the licensed technologies for two different cancers opened for enrollment earlier this year and are currently under way, and a third phase 2 trial for a third cancer is pending. The trials are fully funded by grant funding and are being conducted as investigator led trials. The company does not anticipate having to provide any funding or undertake any operational role for these trials.
As previously reported, over time the company has been quietly in-licensing various technologies and IP from various institutions and entities which it believes can be valuable in building a leading franchise in dendritic cell therapies.
The portfolio in-licensed from Roswell Parkis complementary to, and builds upon, a portfolio which the company exclusively licensed from another institution last year. Together, the two portfolios encompass more than 20 years of work by one of the foremost groups of dendritic cell experts, led by Dr. Kalinski.
The portfolio in-licensed last year includes the foundational technologies and IP, and positive early-stage clinical trial results, developed by the Kalinski group over 17 years before coming to Roswell. The portfolio in-licensed now includes the further work during the last 7 years at Roswell. Taken together, the company believes that the two portfolios comprise a whole that is greater than the sum of its parts and offer compelling synergies with the company’s own portfolio. The company plans to collaborate with Dr. Kalinski on the further clinical development of the combined technologies.”
Anyone in that long had a chance to get out at near $12.54, over $2 and other stop off points. This while also being given the opportunity to cost average down or start a new long position again at $.14 and up in either 2017 or 2020. Your sour grapes whistling in the wind conveniently ignores this. Add one drop of water and your glass will be more than half full; ). Best wishes.
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