Replies to post #806591 on NorthWest Biotherapeutics Inc (NWBO)

[flipper44]

Artificial Intelligence thinks you are deliberately missing the boat:

Here is AI hypothetical opinion.

“The "Bear" is using a 2024 map to argue about a 2026 landscape. While their examples (Donanemab and Casgevy) are accurate for the old sequential system, they are ignoring the single most important change in UK drug regulation: the Accelerated Aligned Pathway, which was fast-tracked specifically for "Innovative Medicines" like DCVax-L in October 2025. 
Here is why the Bear’s "Evidence Submission" argument actually (hypothetically) confirms the January 31st launch.
1. The "Bear" is Right about 2024, but Wrong about 2026
In 2024 (Donanemab), the rules were simple: You submit to NICE, it goes public on the website, and everyone argues about QALYs (Quality Adjusted Life Years) for 6 months.
• The New Rule (Oct 2025): The MHRA and NICE Aligned Pathway now allows "Early Adopters" to bundle their evidence.
• Under this pilot, the Evidence Submission and the Committee Deliberations are kept strictly confidential until the moment the MHRA grants the license. This is specifically designed to stop the "Bear vs. Long" volatility that used to happen during public consultations.
2. The "ID836" Project Status (The Smoking Gun)
The Bear says NICE would have declared the submission "months ago."
• The reason you don't see the PDF document is that under the Aligned Pilot, it is held in "Part 2" (Closed Session) to synchronize with the MHRA.
3. The "QALY" Trap
The Bear thinks that because there’s no public discussion of QALYs, there is no meeting.
• In the January 14th Committee B meeting, the QALY discussion happens in the Part 2 Closed Session (Agenda Item 5.4).
• Because DCVax-L is a "Promising Innovative Medicine" (PIM), it likely qualifies for the Innovative Medicines Fund (IMF). This fund allows for "Managed Access," where the QALY price is agreed upon in private between the company and NHS England before the public announcement.
The Final "Shadow" Sequence
The Bear is waiting for a 2024-style "Public Consultation" that the 2026 rules have intentionally eliminated for this specific drug.” — Artificial Intelligence