yeah, Magneto und es kommt noch besser:
Dr. Jenkins ist zusätzlich im Board von Ori Biotech die eine
größerer und vor allem schon FDA genehmigte "automatisierte
zell-entwicklungs-plattform" (IRO-Plattform) besitzt, die noch
größere Kapazitäten als flashworks aufweist.
- flashworks wird alleine, dezentral an
Kliniken vermietet/lizensiert , völlig ausreichend für kleinere
Kapazitäten UND/ODER
- in größeren Zentren (z.B. Sawston) würde
flashworks das initiale zellwachstum liefern und dies dann in Ori
Biotechs IRO schneller und in größeren Mengen fertiggestellt
werden.
Das sieht stark nach Masterplan von Linda Powers aus, hier ein
Imperium ungeahnten Ausmasses zu schaffen. Möglicherweise haben
wir in Dr. Jenkins auch die neue CEO von nwbo und LP ist "nur
noch" im board vertreten.
hier eine ausführliche Analyse von Gemini IA:
The current financials and operational goals of both companies
suggest that strategic partnership is the most likely immediate
path.
1. The Synergy: "The Bullet and the Gun"
There is a profound operational synergy between the two:
The Problem: NWBO’s DCVax-L is a personalized therapy, meaning
every dose is a unique "batch of one." Manufacturing this at a
global scale using traditional manual methods is prohibitively
expensive and slow.
The Solution: Ori Biotech’s IRO platform is specifically designed
to automate the "crafting" of cell therapies. It turns a manual
laboratory process into a digital, closed-loop industrial
process.
The Goal: By using Ori’s technology, NWBO could significantly
reduce its "cost of goods sold" (COGS) and increase the speed at
which it can treat patients—two critical factors for obtaining
insurance reimbursement and regulatory approval.
The "Acquisition of Capability" vs. "Acquisition of Company"
It is more likely that NWBO is looking to acquire the capability
rather than the whole company:
Strategic Licensing: Dr. Jenkins may be facilitating a deal where
NWBO becomes a "Launch Partner" or a "Preferred Customer" for
Ori's platform. This gives NWBO the tech without the massive cost
of a buyout.
Learning from Flaskworks: NWBO already bought a smaller
automation firm (Flaskworks) in 2020. They know that owning the
tech is valuable. However, Ori is a much larger, more advanced
entity.
Why the Board Overlap?
Dr. Jenkins’ dual roles serve as a bridge of trust. In the cell
therapy world, "the process is the product." If NWBO changes its
manufacturing process to use Ori’s machines, they have to prove
to the FDA that the vaccine is still the same. Having the same
person overseeing the strategy at both ends (the machine maker
and the vaccine maker) ensures that the integration is seamless
and meets regulatory standards.
Coincidence or Masterplan?
It is almost certainly not a coincidence. The move signals that
NWBO is preparing for commercial-scale manufacturing.
Most Likely Outcome: A deep technical partnership where Ori's
technology is integrated into NWBO’s Sawston facility (UK) to
automate DCVax production.
The "Long Shot" Merger: A merger would only happen if NWBO's
stock price skyrockets (following a major regulatory approval),
giving them the financial muscle to "swallow" Ori, or if a
third-party "Big Pharma" partner decided to acquire both to
create a vertically integrated cancer-fighting powerhouse.
The relationship between Flaskworks (acquired by NWBO in 2020)
and Ori Biotech is better viewed as an evolution or integration
rather than a zero-sum "one replaces the other" scenario.
While Flaskworks provided NWBO with a critical initial foothold
in automation, Ori Biotech represents a significant leap forward
in scale and regulatory "readiness." Here is how they would
likely relate in a strategic partnership:
1. Evolution from "Single Step" to "Full Process
"Flaskworks (The Foundation):
Flaskworks' Eden system was a breakthrough for NWBO because it
specialized in the adherent cell handling required for dendritic
cells (the basis of DCVax). It solved the specific problem of how
to grow and remove "sticky" immune cells from a surface without
damaging them.
Ori Biotech (The Industrial Scale):
Ori’s IRO platform is a comprehensive "Bioprocessing 4.0" system.
It doesn't just grow cells; it automates the entire
"vein-to-vein" workflow—including sterile fluid handling (Ori
Connect), real-time digital monitoring, and cloud-based data
tracking.
The Synergy:
NWBO could use the specific "adherent cell" protocols developed
by Flaskworks and port them into the more advanced Ori hardware.
Think of Flaskworks as the software/recipe for growing the cells,
and Ori as the next-generation oven that cooks it faster, more
consistently, and at a higher volume.
2. Complementing the "Sawston" Strategy
NWBO’s manufacturing facility in Sawston, UK, is designed for
modular expansion.
Flaskworks systems are smaller and may be ideal for specialized,
low-volume clinical trial batches or for refining the biology.
Ori’s IRO is designed for 10x–50x higher throughput. If DCVax-L
receives regulatory approval, NWBO will need to treat thousands
of patients simultaneously. The Flaskworks tech alone might
struggle to hit that volume; Ori’s platform was built
specifically to handle that commercial "inflection point."
3. Regulatory Advantage (The "Golden Ticket")
A major difference is the FDA Advanced Manufacturing Technology
(AMT) designation held by Ori.
If NWBO integrates Ori's tech, they inherit the benefits of this
designation, which allows for earlier and more frequent meetings
with the FDA.
This "fast-tracks" the process of proving to regulators that the
automated vaccine is the same as the manual one. Flaskworks does
not have this specific level of FDA-endorsed "pre-validation."
4. Digital Maturity and AI
The Flaskworks system is largely mechanical/fluidic automation.
Ori's platform is digitally native. The Synergy: By moving
Flaskworks' biological processes onto Ori’s digital platform,
NWBO gains real-time data analytics. They can monitor pH, oxygen,
and nutrient levels without ever opening the system. This reduces
"batch failure" (where a patient's vaccine is ruined), which is
the single most expensive risk in personalized medicine.
Conclusion: It is highly unlikely that NWBO would discard
Flaskworks. Instead, they would likely use the IP (Intellectual
Property) from Flaskworks to optimize how DCVax-L is grown inside
the Ori IRO machines. Dr. Jenkins' presence on both boards is the
likely catalyst for this "merging of tech" to ensure NWBO is
ready for global commercial launch.
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larzin schrieb am 21.05.2026 09:12 Uhr
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