Northw.Bio Regs Share Discussion Threads

[gimme sunshine] 11/7/2007 14:53

looks like we will play second fiddle to the US here, more shares traded there in the first 10mins than all day here today.

[andrbea] 11/7/2007 14:20

interesting to see the latent effect of a new drug for prostrate cancer would have on a share price

compare this story from March 2007
caused a 250% pre-market spike...

[gimme sunshine] 11/7/2007 13:50

Apparently the BAG gave approval as it is considered as a transplant rather than a drug, as long as they can sell it, I suppose it doesn't matter. I wonder if this would apply to the other products

[gimme sunshine] 11/7/2007 12:50

Andrbea,

Good blog, if not a little inacurate, this would appear to be a big deal. Can someone explain how a phase 11 drug can get approval?

[gimme sunshine] 11/7/2007 12:20

Capt

That was easy reading!

[andrbea] 11/7/2007 12:12

if nw's prostrate drug is proved beneficial, it will fill a big gap in demand

consider the fiasco left after the FDA's recommendation of approval for this drug:

[capt bligh] 11/7/2007 12:04

stuff on nw's prostate vacine

[gimme sunshine] 11/7/2007 11:14

Zero volume now. not sure whether to buy more or wait a while

[s h b] 11/7/2007 10:29

capt bligh

That is not uncommon for patients to continue with treatment after a clinical trial has ended, particularly if there has been a clear statistical improvement shown whilst on the treatment.

It would be totally unethical to pull a patients treatment afterwards.

[gimme sunshine] 11/7/2007 10:18

Capt

Yes, I noticed that. Also note that for first diagnosed cases the 33 month expectany is only so far. median not yet reached. If I was unfortunate enough to be struck down with this I would be very excited by the pospects, the shame is that time is very precious for sufferers, perhaps that would explain the swiss decision

[capt bligh] 11/7/2007 09:56

"DCVax-Brain worked so well in earlier tests at UCLA's Jonsson Cancer Center that the FDA allowed patients to stay on the treatment after the official clinical trial ended."

This is an interesting sentence... I wonder how often this has happened to a drug, that was not subsequently approved,

[gimme sunshine] 11/7/2007 09:43

the US listing would seem to be a big advantage, us bios seem to command a higher premiun and we get the news while they are still asleep.

[gimme sunshine] 11/7/2007 08:57

I must admit that i do not know that much about Bio techs, but what stikes me is the fact that the swiss have given authority to use based on phase 11 clinical results.

I would imagine that NWBS have also applied for the prostate treatment authority as well? that have been in P111 since early 06.

I suppose the biggest concern when granting authority would be the concideration of the potential harm of the treatment. If the Technology is deemed safe then surely this will speed up the whole process for other applications, or is that silly?

[andrbea] 11/7/2007 08:39

ok

80 M £ = USD 162 M

so it's a factor of ca. 4 below DNDN

[gimme sunshine] 11/7/2007 08:35

andrbea

Mkt Cap is about £80 million, not $32mil

[andrbea] 11/7/2007 08:17

peers in the industry have a bad pipeline of new drugs for brain cancer vaccine at present eg Dendreon (DNDN: mkt cap of 634 M USD)

Northwest Bio's mkt cap is ca 32 M USD (20 times less)

but they have the approved product for brain cancer treatment, the world's first commercially available vaccine!

How the market can't take this on board beats me.

From 2 days ago:

Tiddler to watch

Shares in Northwest Biotherapeutics, a Washington State-based developer of cancer vaccines, rose after the Swiss Institute of Public Health gave authorisation to make its DCVax(R)-Brain vaccine available commercially for the treatment of brain cancer patients in Switzerland, the first such permission for any brain cancer vaccine in the world. Shares in the AIM-listed Northwest jumped 37 per cent to 141p.



and this US article from 5 hours ago:

"As of 5:45 p.m. today, Dendreon's shares - trading under DNDN - had lost more than 6 percent in after-hours trading.

I've written enough recently about the Dendreon drama, but here's a quick primer from CNBC.

Dendreon's continuing woes are a bit ironic, given that I was blogging earlier today about Northwest Biotherapeutics. They're working in the same realm of biotech, using dendritic cells to create anti-cancer vaccines. NW Bio even is testing a anti-prostate cancer vaccine, which is what Provenge aims to be. I'm not the only one to notice the comparision between the two Puget Sound-area companies."

[ltinvestor] 11/7/2007 08:07

There is very little free stock in the US hence movements in either direction
will be exagerated.Good luck to those who bought on the announcement.

[gimme sunshine] 11/7/2007 08:06

here we go

[gimme sunshine] 11/7/2007 08:02

Any weakness will be greatly appreciated, hope this falls i would love to get some more lower down. $5 is still higher than our close

[andrbea] 11/7/2007 07:55

The company's shares soared by more than 200 percent on Monday, but ended up giving back 31 percent today.

Monday's rise in the US wasn't tracked in the UK all the way up
The UK only tracks the falls 100%.. ;-)

[andrbea] 11/7/2007 07:53

Still, it's scientifically good news, as there are few treatments for brain cancer, this one has been promising in tests done so far and it's based on a cool technique that uses a patient's one cells to create individualized vaccines to provide the strongest attack against the cancer.