Replies to post #790931 on NorthWest Biotherapeutics Inc (NWBO)

[RRP60]

Andrew, i dont know about others, but to me this is an amazing write up you compiled here. it may look very long and many may avoid to read it  but a gripping read for me to better understand the scope of my investment here. This read is worth my every penny and time here.  Rest of the day i can happily play with my favorite negative nellies here.  Happy friday and God bless for all you do. 

[ilovetech]

Eagle - Andrew's post should be stickied at the very top.🏆 It's importance can not be overstated!! 📢📢 🔥🚀💰💰💰💰
You couldn't find this kind of explicit clarity, that brings new meaning to "know what you hold"
behind a paywall.

[exwannabe]

• Antigen loading: FRa peptides. Covered under NWBO’s claims on DCs loaded with lysates or defined tumor antigens.

How ignorant of basic science can this MD be?

Most DC vaccines load either specific peptides or tumor lysate. Many have been doing this decades in trials, before NWBO. Defined tumor antigen loaded DC vaccine is available comemrcially in the US for 14 years. It is nothing NWBO owns. Whole lysate loading has also been sold commercially around the world for many years. NWBO does not own that either.

And the tech isn't related to Kalinki's aDC1 work. That confusion came when Team AI thought that the "alpha" in FRa was related to the "alpha" in aDC1. It isn't. The "alpha" in the Mayo trial is the antigen, Folate Receptor Alpha. The "alpha" in Kalinki's aDC1 refers to the type of DC cell.

Oh, and somehow the fact that Mayo has a GPM lab means they are validating NWBO. Sure.

[Chiugray]

Eagle, Thanks again. This is a must-read post by Andrew, if one wants to understand the biologics mfg pitfalls others fall into, but DCVax/Eden is able to avoid (to appreciate better what NWBO has accomplished), as well as NWBO's patent tech portfolio and moat. I had an inkling sense of how pivotal NWBO’s acquisition of Roswell Park’s IP was, in this post here. But this post by Andrew puts many things into a larger perspective. It is a long post, but it is a good type of long post, as those investors who do DD are a good type of Long investor.

An excerpt:

Here is the truth no one can deny: there is no other dendritic-cell manufacturing device on Earth capable of scaling across every cancer, every antigen, every center.

That’s why Eden is as revolutionary as DCVax itself. DCVax proved dendritic cells can teach the immune system. Eden proves those teachers can be mass-produced anywhere — and booster logic ensures their lessons are amplified.

• Tissue-agnostic: ovarian, breast, GBM, melanoma.
• Antigen-agnostic: lysate, peptides, splicing-derived neoantigens, or intratumoral uptake.
• Source-agnostic: monocytes, progenitors, iPSCs.

And here’s the biological keystone regulators now recognize: IL-12p70. Systemic IL-12 therapy once failed due to toxicity, but Kalinski’s aDC1 dendritic cells — now exclusively licensed to NWBO — secrete IL-12p70 only when they meet T cells in lymph nodes or tumors. In GBM, melanoma, and DCVax-Direct studies, survival tracked directly with IL-12p70 output. That cytokine is both the ignition switch of immunity and the potency assay regulators demand under SI 87, RDEP, and CNPV.

When you really think about it, DCVax, Eden, and IL-12p70 are three halves of the same miracle: software (immune lesson plan), hardware (device to replicate it), and conductor (the cytokine switch). This time dendritic cells won’t fade. This time the science has its factory — and its keystone.