Replies to post #802074 on NorthWest Biotherapeutics Inc (NWBO)

[learningcurve2020]

They say it was like trying to fit a square peg into a round hole! 🙄🤷‍♀️

[flipper44]

The various time consuming contractor and sub-contractor snafus along the way*, means that (1) any evidence submission to NICE now brings ten year data from time of last randomization. (2) The conclusion of a NICE reimbursement review should be by April, at which time QALY reimbursement increases due to the new more supportive regulation.

The above two factors together increase the valuation. Even Ex thinks that if DCVax-l is approved, it could be reimbursed by about $100,000 (aka 75,000 UK Pounds) per patient, based on just five year data.

Now there is ten year data, which can increase valuation substantially (along with the aforementioned April QALY increase which Ex already considered in his above estimate).

NWBO, now owning the means of production, means that ultimately, with Flaskworks’ units eventually in full operation, profit margins could be 80%.

* There were many over the past decade.

[QL300]

I don't understand why posters continue to think EDEN has anything to do with the MAA. The manufacturing process needs to be completed and validated prior to its inclusion. EDEN was not ready to be included in the MAA. When the time is right, the MA will be amended to include it. 

[AllSheWrote]

"apparently" carrying a lot of weight here.

[Investor082]

I am not surprised you didn’t know any of that, LOL! ;)

Your batting average of zero proves that! Two generation of bag holders have already been wiped off since you started posting non stop 12+ years ago, so hopefully you will have a moment when you figure that out too. Maybe after the 3rd generation gets wiped off as 3rd time is often a lucky charm? ;)

I will check in with you every month on the UK decision in Q1, 2026, and beyond, OK? ;)