Replies to post #779198 on NorthWest Biotherapeutics Inc (NWBO)

[bas2020]

It must be tough losing your narrative to an honest investor who's more expert in this field.

[dstock07734]

It strikes me that Merck has been trying hard to get ready all technologies complementary or synergistic to DCVax technologies over the past many years. I am fully convicted that the longs are going to win. The only suspense is how big the win will be. I bet the win will be tremendous. Here I only listed what Merck had been doing. I haven't mentioned about what Baker Brothers were doing ever since the Direct trial.

Together, our efforts have resulted in an expanded late-phase pipeline, comprising programs having potential commercial opportunity of over $50 billion by the mid-2030s. WINREVAIR and CAPVAXIVE represent the initial launches from this robust pipeline of 20 promising potential new growth drivers we expect to come to the market over the next few years, almost all of which have blockbuster potential. Looking ahead, we have a rich slate of data readouts, presentations, filings, and additional approvals.

Merck's CEO today said that the company has a pipeline of 20 new growth drivers and all of them have blockbuster potential. He mentioned WINREVAIR and CAPVAXIVE several times. Should he know that this two can be combined with DCVax products? No one asked about Project Winterfell… pic.twitter.com/k8tqCKTiKj

— d_stock (@d_stock07734) July 29, 2025

We know two drugs from Merck which have blockbuster potential. What could be the rest 18 new growth drivers that also have blockbuster potential? Did Merck disclose the names of those new growth drivers? I assume at least phase 1&2 trials must have been conducted on the new… pic.twitter.com/uxlw5OpqWT

— d_stock (@d_stock07734) July 30, 2025

EyeBio is developing a drug called Restoret™ which can activate Wnt signaling pathway and the Wnt signaling pathway plays a significant role in regulating dendritic cell (DC) function and influencing immune responses.https://t.co/ndVKIrzQtK

EyeBio is developing a pipeline of… https://t.co/Hf9uox4ZKq pic.twitter.com/Doj0Jx6t3h

— d_stock (@d_stock07734) July 30, 2025

Merck paid $680 to acquire Harpoon Therapeutics for its t-cell engager. Which treatment can trigger massive and sustainable t-cell infiltration into tumor sites so that t-cell engager can have t-cells to engage with?

Harpoon’s lead candidate, HPN328, is a T-cell engager… https://t.co/HihSGxSLYC pic.twitter.com/ymWPPmQKCp

— d_stock (@d_stock07734) July 30, 2025

Merck paid LaNova $588 upfront payment plus up to $2.7 billion in milestones for its PD1/VEGF t-cell engager. It is the same type of t-cell engager that Summit Therapeutics is developing. Baker Brothers made Summit their 5th largest holdings in two quarters last year.… https://t.co/Nlay2NMS6g pic.twitter.com/ylSJifadXv

— d_stock (@d_stock07734) July 30, 2025

Merck struck a $2 billion deal with Hansoh for its small molecule GLP-1 receptor agonist. Is the deal really about weight loss? GLP-1 receptor agonist can have impact on DCs. Merck's deal could serve dual purposes: weight loss and cancer.

GLP-1R agonists can affect dendritic… https://t.co/op2An4gPQR pic.twitter.com/imjx5uYdNy

— d_stock (@d_stock07734) July 30, 2025

Merck spent up to $1.3b acquiring Curon for its CD3xCD19 t-cell engager CN201. Non-Hodgkin’s lymphoma sounds familiar. Mayo Clinic conducted some trials on treating non-Hodgkin’s lymphoma. The results are absolutely stunning. Massive t-cell infiltration can be observed and CN201… https://t.co/5464GmoPQ3 pic.twitter.com/kVRskR4Jy9

— d_stock (@d_stock07734) July 30, 2025

Merck spent $1.3b on the acquisition of Imago for its LSD1 inhibitor. See how LSD1 inhibitor can affect DC function. It seems like Merck has been collecting all the components complementary to DCVax products.

Lysine-specific demethylase 1 (LSD1) inhibitors can modulate… https://t.co/Dx1ZZFQh1g pic.twitter.com/rg4966qcm1

— d_stock (@d_stock07734) July 30, 2025

Merck spent $300m acquiring Immune Design for its TLR4 agonist in January 2019. The trial on TLR4 agonist in combination with keytruda was successful and the trial results were published. But Merck just put TLR4 program on the shelf and never proceeded further. All the top-notch… pic.twitter.com/eXCDwTvnDg

— d_stock (@d_stock07734) July 31, 2025

Merck terminated the collaboration with Seagen after spending $1.6b and signed a deal with Daiichi by paying $5.5 bln, and potentially up to $22 bln for its three ADCs as claimed in the PR. Do Daiichi's ADCs outperform Seagen's to such an extent that Merck was willing to switch… https://t.co/1qp4FKWmkt pic.twitter.com/qO37sF4zM3

— d_stock (@d_stock07734) July 31, 2025

Merck acquired Acceleron for $11.5b which developed Winrevair.

Merck to buy Acceleron for about $11.5 bln in rare disease drug pushhttps://t.co/a6nFgiXfb9

Merck to Acquire Acceleron Pharma Inc.https://t.co/N5Zu15jh3nhttps://t.co/PSA9jJooU4 https://t.co/Hf9uox5xzY pic.twitter.com/dIQtezPaoE

— d_stock (@d_stock07734) July 31, 2025

Merck spent $2.7b acquiring ArQule for its lead product ARQ 531 (Nemtabrutinib, currently MK-1026). Nemtabrutinib is a BTK Inhibitor which can increase the persistence of activated T cells by decreasing the Treg/CD4+ T-cell ratio and diminishing the immunosuppressive properties… https://t.co/ZTCy9EOrpH pic.twitter.com/w7gP2NPxw6

— d_stock (@d_stock07734) August 1, 2025

PT2977, the lead candidate of Peloton, also known as belzutifan or MK-6482, is an orally active, selective small-molecule inhibitor of hypoxia-inducible factor 2α (HIF-2α). Merck spent $2.2b on the acquisition of Peloton. Here is what MK-6482 can do as HIF-2α inhibitor.

HIF-2α… https://t.co/pHIb9SnOzx

— d_stock (@d_stock07734) August 1, 2025