Replies to post #808706 on NorthWest Biotherapeutics Inc (NWBO)

[flipper44]

On the TICE BCG, because of the shortage Merck started building a new plant about a decade ago. Since then other companies with other versions of BCG have stepped in around the world to fill the gap for BCG bladder cancer treatment and also for BCG vaccines.

Still, the IP in making DCVax-Direct with TICE BCG became more implanted. That IP lasts through about 2036.

The Merck plant will ramp to ultimately triple TICE BCG when it opens at the end of this year, if the proposed mystery backup to TICE BCG isn’t as good as TICE in helping make DCVax-Direct, I suspect it isn’t, and TICE BCG works better with the better timed and produced DCVax-Direct in new cancer trial trials (including some combination trials), I suspect it will, Merck won’t take ten years to build another TICE BCG plant — not even four years imo.

Then there are Dr. Bosch’s lipid inflammasome enhanced dendritic cells, where oxidized lipids, delivered via the CD14 receptor, can put a dendritic cell into a state of "Hyperactivation." That is almost assuredly hoing to massively enhance DCVax direct and L and the tech is a perfect candidate for a patent grant, if the application is granted it would out to 2040.

[froggmister]

There are about a half-dozen posters that are "must-read" for me, and Hyperopia is one. Good stuff, and it looks like you are setting up a part 3 and I look forward to that.

[Doc logic]

hyperopia,

Excellent summary. One additional and very important improvement that will be made in the next trial(s) is spacing of treatments which will be brought down to about 2 weeks at least initially. The reason for this is the effect of hypoxia (low oxygen) in the tumor microenvironment that drives out on site DCs in this time frame which is due to a gene switch being triggered that causes premature off site mobilization. This takes the necessary on site inflammatory DC signaling with them which allows macrophages and Tregs to take over before the next injection has a chance to continue the work already done by the on site DCs.
The many improvements that will be employed in the next trial(s) will create stunning results that won’t be limited to just the likely pancreatic trial that Direct and DCVax-DR are likely to be compared to each other in. I expect both to be very effective and that the activation methods will likely be selected based on how fast each one works and how well long term immune memory is activated by each which will likely be followed up on longer term after the initial success of both.
Again great job posting this summary. Best wishes.

[Investor082]

They won’t dose a single patient in any of those new trials in 2026. You can take that to the bank. She was lying about starting it in the first half of 2025 back in 2024.

LP’s financiers and shorts are going to have an extended party feasting on timing inaccuracies and dilution over the next 18 months until they run out of shares again! ;)