Replies to post #820289 on NorthWest Biotherapeutics Inc (NWBO)

[Nemesis18]

Given that the latest real NICE press release makes zero reference to DCVAX-l, why did you put in quotation marks that it was.?

https://www.nice.org.uk/news/articles/changes-to-nice-s-cost-effectiveness-thresholds-confirmed

What a wicked web we weave, what it is to pump and deceive.

There is no way the MHRA & NICE will include DCVAX / Direct in this new regulatory rollout, after the last 2 years of sheer BS that they've had to go through with dealing with deceitful NWBO

[beartrap12]

pgsd, Here's some comments from Dr. Andrew that point to how much reembursement NWBO might get under these changes taken effect this month in the UK:

Andrew Caravello, DO
@andrewcaravello
·
6h
NICE CEO Professor Jonathan Benger confirmed on April 2, 2026 that the new cost-effectiveness thresholds (£25,000-£35,000/QALY) apply immediately to both new and ongoing medicines evaluations. NICE ID836 ( $NWBO #DCVax-L for glioblastoma) is an ongoing evaluation. Combined with the severity modifier for #GBM’s extreme disease burden, the effective willingness-to-pay ceiling for DCVax-L’s NICE appraisal is now £42,000-£59,500 per QALY. The old thresholds are gone. The new ones apply the moment the committee sits.

[Chiugray]

Pgsd, On pricing, here’s a strategy thought on how NWBO can use pricing (and price elasticity) to negotiate labeling discussions on DCVax-L approval. Idea is, not to extract max price, but to leverage the DCVax platform’s advantages to obtain the more important, broader market access.

A strawman scenario on what could be happening between NWBO, MHRA, NICE:

Initial discussions
- Approval: DCVax-L for nGBM + rGBM
- Labeling: DCVax-L used in combination with TMZ and radiation
- Pricing (NHS reimbursement): $300K for 3 years of dosing (manual systems) or $200K (Flaskworks), except that too is “expensive” (3-yr treatment paid upfront)
- DCVax-L used as monotherapy would be considered off-label: means zero reimbursement (not good for patients, example: unmethylated patients don’t benefit from chemo, chemo adds cost to treat side-effects).

Strategic win-win proposal
- NWBO offers:
- Pay-per-dose model: $60K (mfg, 4 doses), $15K each subsequent dose (6 doses/boosters, for 3 yrs), totals $150K
-
- MHRA/NICE grants:
- Approval for nGBM and RGBM indications,
- Conditional approval for use as a monotherapy
- Conditional approval for metastatic brain tumors
- Conditional approval for poly-ICLC as adjuvant

Big picture
- Expanding “GBM only” to “All brain metastases” at min. effectively triples (3X) the addressable market size
- Pay-per-dose is a win for UK’s budget constraints and cash-flow needs (spread pymts)
- Conditional approvals are a win for oncologists and patient’s access

Big picture
- All governments are under budget constraints (UK too)
- All oncologists want efficacy, non-toxic, and immune memory for their patients, and patients too (the DCVax profile)
- NWBO has a unique ability to deliver a manufacture, personalized medicine at scale and at low cost (Flaskworks automation).

IMHO, this is how a small player would disrupt an established oncology market.