Replies to post #774955 on NorthWest Biotherapeutics Inc (NWBO)

[NotSure2]

Here we go again...

Your numbers... 3200 in UK, not 3200 will get the treatment. There will be criteria, filters. Check with your favorite chatgpt grok if you want.

There is no budget for 3200...

What is the most $ the MHRA has allocated to a drug in the last 20 fiscal years... And what is the rough estimate # patients it goes towards...

The max that will ever be allocated to an expensive treatment like DCVAX yearly would be 200 million, if we are lucky. 500-800 estimate patient at $200k = $100-$160 million.

As for # of people that will fly to the UK and pay from their own pocket (or self fundraise) .... You might want to do some research on the amount of people that actually do this yearly (a 100k-200k treatment) .... The result wont be 10% of the US... And your "the rest of Europe numbers"

As for "other form of cancers" .... well in what, 20 years from now? 30 years from now... Other treatment will apear...

[exwannabe]

I mean a UK Bill is going through parliament that was pretty much designed as per Linda Powers testimony.

Wow. How crazy can this message board get.

This is as absurd as the posts asserting Merk's building a vaccine facility had to be for DCVax-L (despite Merck being the largest non-covid vaccine manufacturer and in need of new facilities).

[FeMike]

With GBM sales in the UK alone, this should be a $30 a share stock

Wow.

Just wow.

Literally your own numbers blow this theory up.

You stated GBM sales in the UK alone (assuming NWBO gets 100% market share which it's wild I even have to specify that's not possible, but let's pretend in your lala land theory) would be $320 million.

Okay, so you claim NWBO should be $30 based on UK GBM alone. That would mean it would be a $51 billion dollar company. Which would mean you are awarding it a sales multiple of 159x. Give me a break man.

Assuming a generous sales multiple of 20x because it's still a startup (really 10x is way more realistic) the price based on your projection should be about $1.88.

$30, come on man. Here we go.

[WideEyed]

Hey Barunuuk,
A conservative comparison for DCVax-L is Keytruda; if we ask ourselves which is more valuable the answer is... DCVax-L, by FAR and AWAY more valuable. If we do an internet search on Keytruda sales we find that 5th year sales were about 27 Billion. Using a conservative multiplier of 10x and number of NWBO shares of 2 billion, we get ($27 Billion x 10x) / 2 billion shares = $135 per share after 5 years. And this is a conservative estimate, so I'd say Yes, your estimate of $100 per share is quite accurate. We haven't even factored in DCVax-Direct either. Cheers!