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dennisdave

11/21/25 7:20 AM

#799059 RE: StonkMaster #799051

The 10-K number (450–500 patients/year) refers to a theoretical anticipated capacity of the two B-suites at Sawston. That figure has never been demonstrated in practice, never been confirmed in any MHRA inspection summary, and never been updated in any subsequent filing. So treating it as a hard, operational number is misleading at best.

What is factual:
NWBO anticipated 40–45 patients/month in manual Grade B mode, years ago.
That estimate pre-dates Advent acquisition, Flaskworks integration, and the C-lab redesign.
The company has never stated they achieved, sustained, or even approached that throughput.

What is not factual:
Taking that old theoretical manual capacity and magically doubling it to “~1000 patients per year” by assuming a Grade C lab will automatically add the same output.

NWBO has never disclosed:
throughput per Flaskworks unit
number of units planned
staffing model
cycle times
QA/QC timing
release testing constraints
actual MHRA-cleared capacity for C-grade automation

So the “1000 per year” narrative isn’t based on evidence. It’s just stacking one theoretical estimate on top of another and calling it capacity math and that is what I was saying in the post you responded to.

The only concrete points we have are:
Two Grade B suites exist.
Their anticipated manual capacity was published years ago, but never validated publicly.
A Grade C expansion is in progress, but no capacity numbers exist.
Flaskworks/Eden is the intended scale-up pathway, not manual.
Everything beyond that is speculation dressed up as operational fact.
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Zadie420

11/21/25 8:03 AM

#799066 RE: StonkMaster #799051

That is correct. The grade C lab is able to process 1000 patients(1B+2B). With class B grade lab we are talking about total of 2000 patients.
I am sure we will continue adding more grade C lab as times goes and it is warranted for more expansion. This will be much faster in construction time and cheaper.
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Investor082

11/21/25 9:32 AM

#799081 RE: StonkMaster #799051

All of this is just moot without reimbursement approvals which ain’t happening in 2026 and unlikely in 2027 as well.

The demand without reimbursement will be insignificant. I’d say about 60-70 patients per year, certainly less than 100 patients per year.

So even the existing 450 to 500 patients capacity is more than sufficient for 2026 and 2027.

Grade C wont be certified for commercial production with Eden/Flaskworks until 2028 anyway. Its going to be a long process involving multiple delays, validations, regulatory inspection, wait period from regulators to get the new NWBO application and site visits in the queue, corrective actions, another inspection, etc. So see you in 2028! ;)

See you in 2028!