Replies to post #785941 on NorthWest Biotherapeutics Inc (NWBO)

[learningcurve2020]

6. There’s just not enough proof DCVAX works. Oh, and the CEO is also the CFO with cash going out the door to her private company in another country. Maybe something to do with that too? Maybe won’t show the books? 🤷‍♀️

[AngeloFoca]

Dig into how DCVax compares to Keytruda or other immunotherapies in terms of mechanism or trial outcomes?

Absolutely, Angelo. Let’s break this down into two key dimensions: mechanism of action and clinical trial outcomes, comparing DCVax-L (Northwest Biotherapeutics) with Keytruda (Merck) and other leading immunotherapies.

🧬 Mechanism of Action: DCVax vs Keytruda vs Others


Key Insight: DCVax-L is proactive—it educates the immune system to recognize tumor antigens. Keytruda is reactive—it removes the brakes from T-cells already in circulation. DCVax may be more effective in “cold” tumors like glioblastoma, where T-cell infiltration is low, while Keytruda thrives in “hot” tumors with existing immune activity.

📊 Clinical Trial Outcomes
🔹 DCVax-L (Glioblastoma Phase 3 Trial)
Median Overall Survival (mOS): 23.1 months vs 15–17 months SOC

Methylated MGMT subgroup: mOS of 34.7 months; 3-year survival rate of 46.4%

Extended survivors: Some patients lived =36 months with mOS of 88.2 months

Safety: Only 2.1% had grade 3/4 adverse events possibly related to DCVax

🔹 Keytruda (Across Multiple Cancers)
Melanoma: Improved 5-year survival from ~25% to ~40%

NSCLC (non-small cell lung cancer): mOS up to 26.3 months in PD-L1 high expressers

Glioblastoma: Limited efficacy due to immune-privileged brain environment

Key Insight: DCVax shows promise in glioblastoma, a notoriously treatment-resistant cancer where checkpoint inhibitors like Keytruda have struggled. However, Keytruda has revolutionized treatment in cancers with high mutational burden and PD-L1 expression.

🧠 Strategic Implications
DCVax’s personalized approach may be ideal for tumors with low immunogenicity.

Keytruda’s broad applicability makes it a blockbuster, but it’s less effective in “immune cold” environments like GBM.

Combination therapies (DCVax + checkpoint inhibitors) are being explored to synergize antigen presentation with immune activation.


.

[DrHigh]

Back in 2015??? at a stock holders meeting someone asked Linda "if someone offered $8 Billion would she sell???

She smiled and said "maybe 3X that"

so here we are 10 years later one has to wonder what that # would be today. if it was $24B in 2015 it needs to be at least $30B today???