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Expert Financial Analysis and Reporting

Tag archive for ‘Northwest Biotherapeutics Inc.’

Northwest Biotherapeutics: Takeaways from Marnix Bosch’s Presentation at ASCO (NWBO, Buy, $0.27)

Overview Marnix Bosch, Chief Technical Officer of Northwest Biotherapeutics, discussed three broad topics at ASCO on Sunday June 2, 2019. Factors that will determine when we might see the all-important topline data from the phase 3 trial of DCVax-L in newly diagnosed glioblastoma multiforme (GBM). The hypothesized mode of action of DCVax Direct and plans […]

Northwest Biotherapeutics: Non-Dilutive Financing Provides Major Boost to Investment Outlook (NWBO, $0.25, Buy)

Key Points: Monetization of a UK manufacturing facility has brought in roughly $46 million of non-dilutive cash. I estimate that payment of debt obligations over the next two years will require about $10 million leaving $36 million to fund operations. At the recent quarterly burn rate of $5 million, NWBO can fund operations through mid-2020. […]

Northwest Biotherapeutics: Blinded Data from DCVax®-L Phase 3 Trial is Extremely Encouraging, But We Still Need to See Unblinded Data (NWBO, Buy, $0.29)

Overview This report starts with a summary of the key aspects of my investment thinking on Northwest,updated for the just reported refresh on blinded data from the DCVax®-L phase 3 trial in newly diagnosed glioblastoma multiforme (GBM). This is followed by further discussion on why I believe the blinded data strongly hints at a medically […]

Northwest Biotherapeutics: There could be Overwhelming Patient Demand for DCVax-L due to the Right to Try law (NWBO, $0.24, Buy)

Investment Thesis in Brief I believe that it is now a matter of when rather than if DCVax-L is approved and becomes an integral part of standard of care (SOC) for newly diagnosed glioblastoma multiforme. I estimate that the worldwide addressable market is $5.5 billion and I would expect DCVax-L to penetrate a very significant […]

Northwest Biotherapeutics; Five Spectacular Patient Outcomes for Patients Treated with DCVax-L as Reported at ASCO (NWBO, $0.28, Buy)

Purpose of Report: At ASCO, Northwest sponsored a meeting attended by investigators in the phase 3 trial and other oncologists not involved in the trial. During the meeting, five patients gave testimonials on the spectacular outcomes that they had achieved due to treatment with DCVax-L. Four of these patients were treated in compassionate use programs […]

Northwest Biotherapeutics: Right to Try Law Potentially Could Lead to Meaningful Revenues Prior to Formal Approval of DCVax-L (NWBO, Buy, $0.30)

Investment Perspective Last week, a manuscript was published in a peer reviewed journal that dealt with blinded results of the phase 3 trial of DCVax-L that is investigating its use in newly diagnosed glioblastoma multiforme, the most deadly form of brain cancer. . The article was co-authored by 69 leading oncologists who participated in the […]

Northwest Biotherapeutics: Blinded Data from Phase 3 Trial Strongly Suggests that DCVax-L is a Major Advance in the Treatment of Newly Diagnosed Glioblastoma Multiforme; It Looks Like NWBO Has Hit a Therapeutic and Commercial Home Run (NWBO, Buy, $0.25)

Investment Hypothesis on Dendritic Cell Cancer Vaccines I have no academic background in immunology so that you should take that into account as you read this hypothesis. You must recognize that mine is the view of a layman. That said, here is my hypothesis on the potentially breakthrough role for DCVax-L and dendritic cell cancer […]

Northwest Biotherapeutics: How the Right to Try Remarks in President Trump State of the Union Could Favorably Affect Regulatory Action on DCVax-L and DCVax Direct (NWBO, Buy, $0.33)

Introduction This report deals with comments made by President Trump in the State of the Union address in which he indicated that he wants to give terminally ill patients the right to receive experimental drugs, even though they might only be in phase 1 development. This could have positive implications for DCVax-L and DCVax Direct […]

Northwest Biotherapeutics: Two Lead Investigators on DCVax-L Phase 3 Trial Believe That It Could be a Major Therapeutic Advance in Treating Glioblastoma Multiforme (NWBO, Buy, $0.29)

Reason for this Note I was prompted to write this note after listening to a July 2017, You Tube segment in which Dr. Keyoumers Ashkan spoke about his belief that DCVax-L could be a major advance in the treatment of brain tumors. Here is the link to this approximately 13 minute video. His comments on DCVax-L […]

Northwest Biotherapeutics: Issues to Focus on in Pending Manuscript Dealing with Blinded Data from Phase 3 Trial of DCVax-L in Newly Diagnosed Glioblastoma (NWBO, Buy, $0.23)

Purpose and Summary of This Report My key takeaway points are summarized at the end of this report. I urge you to first go through the full text, but if for whatever reason you are impatient, you can start from the back of the report. The primary purpose of this report is to provide data […]