$NWBO investors should be aware of the two other candidates in development that the UK's NICE is evaluating for glioblastoma. The first is Asunercept. It shows promise. In 2019 they reported that 7% of pts survived 5 years. Recall that 13% of DCVax pts survive 5 years ...
so they are not very comparable, and NICE is all about comparisons. The second one is ERC1671, which is a tumor lysate injection (mechanistically related to DCVax). It showed great promise in its Phase 2 trial which was suspended and the company was told to do a Phase 3 trial...
...However, we are unsure when that trial might begin, especially after Europe shut down its operations in 2021 because its plant lacked "ability to adhere to the principles of Good Manufacturing Practice for ATMPs", and given that it's a Dutch company, who knows when it ...
... might be a real contender if it cannot restart its phase 3 trial any time soon. So that essentially leaves $NWBO as the contender.
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