Replies to post #791450 on NorthWest Biotherapeutics Inc (NWBO)

[kabunushi]

Mfg capacity can be built out to that level at Sawston, but what are the barriers to getting close to that number of patients, both as a theoretical total patient population and a reasonable market penetration rate? What is the timeframe when it's possible to imagine that NW could be treating that many? Please pencil in your regulatory assumptions and ballpark figures for the numbers that NW might reasonably expect on the demand side over the next few years and on up to 15,000 patients. Let's put some meat on the bones of the bare maximum manufacturing capacity target.

[WideEyed]

maverick_1,

I'm missing something on max revenue capacity. 15,000 patients X $200,000 = $3 billion per year seems like this should be the max revenue per year.

But your $1 billion revenue is $66,000 DCVax-L cost per patient.

$1 billion / 15,000 patients = $66,666 DCVax-L cost.

[Chiugray]

Maverick, Thanks for that Starship reference! I agree "nothing gonna to stop us now".

I will add that Advent leased additional lab and office space in March 2025 at the Unity Campus, Cadence Building, Sawson, UK. Beartrap and Evaluate were discussing this topic a couple of weeks ago.

1. If LP's estimate of 15K patient capacity 6/29/24 at the Sawston (main facility) was based on this:
- 60% for Cleanroom/mfg suites, QC, Release testing, and cryo cold storage
- 40% for R&D labs, Offices and etc

2. Advent leased space at Unity Campus for additional lab and office space

Then that means the main Sawston mfg facility now has additional capacity.
- If say, half of the 40% becomes DCVax production (other half goes to Unity Campus)
- that equates to 1/3rd increase of capacity (add 5K)
- means potential 20,000 patient capacity (Eden units)

[Investor082]

It won’t even hit $100M in annual revenue by 2028, but continue to pump! Just like that 4th female phenom coming on board 2 years ago. ;)

Authorized share count increase or reverse split is coming in 2026! ;)

[DocLee]

$200,000 per DCVAX patient (THREE Year Supply)

I am currently lost on whether Donald Trump is going to/is threatening to/has now rejected the idea of applying a 100% tariff on medicines imported into the USA. Should a 100% tariff be applied on a medicine costing $200K, it is probably going to be cheaper for US patients to have all their initial injections whilst staying in the UK and then return to the UK to have their follow-up injections. An obvious work around is for Charles River labs to get set up and running in the USA (as is the POTUS's objective in the first place)..