Replies to post #806793 on NorthWest Biotherapeutics Inc (NWBO)

[olekbolek]

study comletion 2037 ..... lol ... how old is linda in 2037 .... 80 ?

[learningcurve2020]

So funny when an alleged legitimate doc uses “FUDSTERS” in a sentence. 🤣. Instantly you know motives are questionable.

[Investor082]

Run in the opposite direction whenever Zivic and ATL engages. Reliable proxy for BS and share price going down.

Big pharma trading at .25 with endless dilution in pennies moving forward in 2026 and 2027 until they run out of shares again! ;)

[Chiugray]

Eagle, Agree. I see NWBO is becoming a BP platform company and creating an ecosystem to be a "dominant franchise".

1. Franchise = Proprietary Infrastructure
- Typical biotechs sell single drugs.
- NWBO’s owns proprietary DC therapy ecosystem, ie mfg IP, patents, and “blueprints” to scale.

2. Vertical Integration = Optimize gross margin %
- Typical biotechs outsource mfg to CMOs, losing 40–60% of margin
- NWBO owns the mfg / Advent (key), also enables continual process and cost-reduction improvements

3. Price Elasticity (“safety” advantage)
- Most BP drugs have a toxicity barrier, which limits drug label and addressable market
- DCVax-L’s vaccine-like safety and agnostic nature allows for a much larger market (multi-tumor)
- High gross margins from owning Advent gives NWBO the price elasticity to negotiate optimal pricing

4. Intellectual Property Moat
- In-licensing Roswell Park DC technology creates a “version 2.0” for the DCVax pipeline
- If 1.0 is priming the immune system, then 2.0 is reprogramming the Tumor Microenvironment TME, to turn “cold” tumors “hot”.

5. Franchise as Strategic Footprint
- As base-layer treatment or for combos like DCVax + Keytruda or DCVax + Poly-ICLC (similar to the Merck model)
- The “Sawston Model” is a repeatable, proprietary, standardized system. NWBO can “copy-paste” these internal hubs around the world.