Replies to post #3370 on NorthWest Biotherapeutics Inc (NWBO)

[flipper44]

I think your wager will result in a draw. Without looking it up myself at this moment, you sound certain on the 30% (so she probably misspoke when she said 25%), but I think any dilution would be long after the preliminary (first) patient "glimpses".

I'll take the wager in the spirit of camaraderie. I think we received more information on the overall DCVAX-L stats today. She wanted us to know they have 10 years and 200 patients (with 1000 treatments) with an 80% response rate. That is very high, and it is very helpful. (With only one….just one…possible serious adverse event -- amazing)!

Also with the above 200 patients -- including compassionate use, she stated extension of PFS and OS beyond standard of care was at least 16 months for each….which places PFS at least at 23-24 months and OS at least at 31-32 months.


This is also amazing new news because it includes compassionate use patients as well.

Have a great evening. I enjoy your posts.


P.S. I think her wording left room for her to have already actually seen glimpses of Direct results….I find this to be the case, because the wording sounds spontaneous and vague, but it is actually well thought out when closely examined. Example, 'we expect to be seeing glimpses early this year….and by golly, we are seeing them'

It makes sense to me that, at the very least, the German enrollment will start on DCVAX-L before they tell us anything about Direct patient results. I also think it is likely that they want to announce the opening of clinics for Direct in Europe prior to initial patient results here in the U.S..

[longusa]

Ou, my take is that she has seen DCVax-D data, but it is not announceable today.

I arrive at that by considering the Oppy conf Dec 10, where the slide said Q4 2013, her voice was excited, and she said there is still a few weeks left in 2013. That tells me she had seen positive data by Dec 10. Given they initiated the trial in June, I'm sure they have data.

What I think is happening is that there is still non-alignment between NWBO and MD Anderson on what should be announced when. Hopefully, they get aligned soon. It would be strange IMO that they would participate in 3 conferences in the first few weeks of the year and not expect to have the 1st DCVax-D data at one of them.

As well, she was not crisp today in delivery; perhaps since 4pm pst is 7pm for her body, so I'm not making any judgments based on the glimpse language.