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![alphavestcap Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2830703777.png) alphavestcapital.com [@alphavestcap](/creator/twitter/alphavestcap) on x 1873 followers
Created: 2025-07-22 17:14:16 UTC

$nwbo @alphavestcap 
@andrewcaravello
💣 The Silent Bomb: How Merck’s Legacy Vaccines and Mayo’s Trials Quietly Validated $NWBO ’s Immune OS 📷 TL;DR: 📷 $MRK Prevnar and Pneumovax weren’t just background vaccinations, they were used intratumorally in Mayo Clinic dendritic cell trials to amplify immune responses alongside cryoablation and PD-1 inhibitors. The same vaccines are now likely under evaluation by NWBO via a Material Transfer Agreement, while the company consolidates the lysate infrastructure, dendritic cell maturation protocol, and GMP automation needed to recreate that system at scale. With Flaskworks automation, MHRA SI XX regulatory flexibility, and a growing IP fortress, NWBO may be quietly building the world’s first modular, programmable immune therapy platform, one that Merck itself could be preparing to plug into.  📷  It turns out Merck’s clinical trial history with Prevnar and Pneumovax may quietly validate NWBO’s modular immune strategy.  Merck’s pneumococcal vaccine line,  Prevnar 13® (a 13-valent pneumococcal conjugate vaccine) and Pneumovax® XX (a 23-valent polysaccharide vaccine)  wasn’t just used in infectious disease prevention. These agents were directly repurposed as immune-stimulatory adjuvants in multiple Mayo Clinic dendritic cell immunotherapy trials, not as peripheral background vaccines, but as mechanistic components of the immune protocol.  Specifically:  •In the metastatic melanoma trial (NCT03325101), Mayo used cryosurgery to disrupt the tumor and injected patients with 30–60 million mature dendritic cells (mDCs) directly into the lesion. Immediately following this, a direct intratumoral injection of Prevnar 13® was delivered to the same site.  •In the B-cell lymphoma trial (NCT01239875), Mayo used Pneumovax XX in combination with cryoablation and mDCs, delivering both intradermally and intratumorally, depending on study arm and tumor accessibility.  These designs are structurally and immunologically identical to the principles behind DCVax-Direct. In fact, they represent an early iteration of Bosch’s Matrix-class V-type boosters: immune modulators that create viral mimicry, trigger danger-associated molecular patterns (DAMPs), and provoke cytokine ignition within the tumor microenvironment (TME).  The cytokines triggered by these regimens (IFN-γ, IL-12p70, TNF-α, and chemokines like MIP-1α) are exactly the immune correlates that Bosch highlighted in his 2025 NYAS presentation as signature outputs for V-class or D-class combinatorial booster logic.  📷 This wasn’t theoretical. It was clinical. These vaccines weren’t used as preventive agents,  they were used to amplify immune programming post-DC injection and post-cryosurgery. That makes them not just compatible with DCVax-Direct, but precisely aligned with its delivery model.  📷 SECTION 2: Mechanistic Validation — SAP and Immunological Rationale for Prevnar The immunologic justification for using Prevnar 13® as a booster in Mayo’s dendritic cell trials was not speculative. It was formalized in the Statistical Analysis Plan (SAP) and backed by functional immunology data.  Here’s what the SAP explicitly states:  “Prevnar XX enhanced mature dendritic cell-stimulated CD4+ T cell proliferation by approximately 1.75-fold compared to unpulsed DCs… This vaccine will allow us to quantify any potential in vivo bystander effect when used in combination with DCs.”  “No adverse events were seen with Prevnar.”  This rationale is not anecdotal, and it’s not a post-hoc justification. It was built into the original trial design and regulatory framework, meaning that the trial’s risk-benefit prof📑00%; height: 1.2em; margin-left: 0.075em; margin-right: 0.075em; width: 1.2em;"> Mechanistically, the finding implies:  •Prevnar 13®-pulsed mature DCs enhance antigen presentation and promote CD4+ T-cell activation far more than baseline DCs alone. •This correlates with better T-helper polarization, greater cytokine release, and more effective T-cell recruitment and tumor cytolysis. •The conjugate structure of Prevnar (carrier protein + polysaccharide) mimics microbial patterns, likely activating pattern recognition receptors (PRRs) such as TLRs, leading to downstream NF-κB and IRF3/7 pathway activation.  In essence, Prevnar acts like a synthetic virus fragment,  an ideal candidate for Bosch’s V-class.  📷 Broad cytokine ignition •📷 Safety in human intratumoral use •📷 A GMP-ready source 📷 A legal framework for clinical testing  📷 SECTION 3: NWBO’s 2023 10-K — MTA Disclosure and Strategic Signal In its 2023 Form 10-K, Northwest Biotherapeutics ($NWBO) made a quiet but pivotal disclosure:  “A booster agent provided by a large pharmaceutical company is being evaluated under a Material Transfer Agreement (‘MTA’) for compatibility with DCVax-Direct.”  That single sentence confirms several things:  •A booster agent is being tested by NWBO, specifically for compatibility with DCVax-Direct — the intratumoral version of their dendritic cell platform.  •The agent comes from a “large pharmaceutical company” strongly pointing to a player like Merck.  •The arrangement is governed under a Material Transfer Agreement (MTA)  a non-commercial legal structure that allows companies to evaluate and conduct internal research using a third party’s proprietary material.  📷 What’s important about an MTA?  •It allows the transfer of GMP-grade samples for internal testing, formulation, or proof-of-concept evaluation.  •It is often the precursor to a full licensing deal, co-development agreement, or inclusion in a Specials pathway submission.  •It typically includes confidentiality clauses, no sublicensing, and explicit usage limits,  but gives the recipient (NWBO) the ability to validate compatibility, immunologic profile, and delivery feasibility.  📷CTION 4: Acquisition Target — Roswell Licensed, Mill Creek in Play Immediately following the MTA disclosure, NWBO’s 2023 10-K adds another quiet signal,  one that hints at the next major piece of the platform puzzle:  “The Company has also been in negotiations since early Q4 2024 for potential acquisition of another company with a dendritic cell related technology.”  This language is deliberate, and its implications are strategic. To understand who this “another company” might be, we must clarify who it isn’t.  📷 It cannot be Roswell Park.  That’s because: •The Ro🧾op-opacity: ; --tw-backdrop-saturate: ; --tw-backdrop-sepia: ; --tw-contain-size: ; --tw-contain-layout: ; --tw-contain-paint: ; --tw-contain-style: ; box-sizing: border-box; border-width: 0px; border-style: solid; border-color: rgb(15, 20, 25); display: inline-block; vertical-align: -20%; max-width: 100%; height: 1.2em; margin-left: 0.075em; margin-right: 0.075em; width: 1.2em;"> Mill Creek Life Sciences fits every signal:  Mill Creek:  •Was the manufacturer of the pooled tumor lysate libraries used in Mayo’s GBM dendritic cell trial (NCT01957956),  •Specializes in GMP-grade antigen production, with a proprietary cell processing system,  •Has previously collaborated with Mayo on dendritic cell vaccine programs,  •Remains the only core component of Mayo’s DCVax-style platform not yet publicly in-licensed or acquired by NWBO.  The 10-K does not mention lysate or antigen supply explicitly,  but it doesn’t need to. The phrase “dendritic cell related technology” would legally encompass:  •Lysate collection, purification, and pooling protocols, •Antigen stability handling, •Lysate-GMP harmonization for submission under Specials or future trial designs.  📷 This is key: In the Bosch framework, the dendritic cell is the interface, but the lysate is the information. Without a scalable, validated source of high-quality tumor lysate — particularly one compatible with Flaskworks and with pooled-tumor immunogenic diversity — the platform can’t scale.  Thus, the likely sequence is now visible: •Roswell provided the DC maturation engine (M7) •Merck is likely supplying the V-class booster under MTA •Mill Creek is the missing antigen infrastructure, and appears to be the active acquisition target referenced in the 10-K  📷 SECTION 5: Page XX — Patent Disclosures Confirm Strategic IP Consolidation On attached page XX of the 2023 10-K, NWBO states the following:  “More than XX issued patents… and more than XX pending patent applications, including in-licensed patents developed by others.”  This section is easily overlooked,  but it’s critical. It confirms that NWBO is not just operating within the boundaries of previously disclosed technology (e.g., Roswell’s M7). Instead, it is:  •In-licensing additional dendritic cell–related patents,  •Building a layered intellectual property perimeter,  •And most importantly, expanding beyond maturation protocols into other operational domains.  That language  “patents developed by others” strongly suggests that NWBO is absorbing third-party methods and systems. And in context with earlier disclosures, it matches the model of a company acquiring:  •Lysate production methods (Mill Creek),  •Combination regimen designs (e.g., co-delivery of DCs + conjugate vaccines),  •And potentially even infrastructure-level logistics, like quality control and autologous-pooling systems for intratumoral injection.  This IP expansion has three consequences:  1.Locking down every component used in Mayo’s validated trials — from DC maturation (Roswell), to lysate prep (Mill Creek), to booster logic (Merck).  2.Building legal protection around NWBO’s ability to deploy combination immunotherapies via Flaskworks and SI XX.  3.Preparing for future licensing or platform deals, where NWBO’s IP stack will define the barrier to entry for any third party seeking to replicate its immune logic.  This patent layering,  combined with live MTA testing and active acquisition negotiation,  makes it clear:  NWBO is not licensing pieces for a single product.  It is assembling an entire immune architecture that’s already been validated in the clinic,  and it is doing so quietly, methodically, and legally.   📷ECTION 6: Strategic Convergence — Merck, Flaskworks, SI 87, and the Immunologic OS With all components in view, the convergence becomes clear:  Merck’s Vaccines:  •Were not an add-on; they were integral to trial design.  •Used post-cryoablation, post-dendritic cell injection, and in some arms with pembrolizumab.  •Demonstrated safety, immune amplification, and bystander activation in human trials.  •Are GMP-ready and scalable via B63/B63A syringe filling infrastructure.  •Match Bosch’s V-class booster profile precisely.  NWBO: •May already possess these agents under MTA, actively testing them for compatibility with DCVax-Direct.  •Has already secured the DC maturation engine (M7) from Roswell.  •Is likely in the final stages of acquiring the lysate input layer (Mill Creek).  •Owns Flaskworks (Eden)  a modular, GMP-compliant, closed-system manufacturing platform capable of producing per-patient, per-formulation dendritic cell products.  •Has publicly demonstrated awareness of Bosch’s Matrix codes (IAV, IABD, IAVCBD), and is in a position to modularize boosters with labeling logic.  Flaskworks + SI 87:  •Flaskworks allows customized per-patient batches, with traceability and programmable logic.  •The UK’s SI XX regulatory structure allows for adaptive formulations and real-world deployment without full reauthorization, as long as the core ATMP process remains consistent and GMP-grade.  This means NWBO now potentially controls:  •📷 The immune ignition signal (Merck’s V-class  e.g., Prevnar, Pneumovax) •📷 The antigen input infrastructure  (Mill Creek’s lysate prep, likely in acquisition) •📷 The automated manufacturing chassis (Flaskworks/Eden) •📷 The regulatory pathway for modular deployment (SI XX via MHRA) •📷 The programming interface (Bosch’s Matrix-class labeling logic)  All of this transforms DCVax-Direct and DCVax-L from a set of therapies into a reconfigurable immune platform.  If Flaskworks is the engine… If DCVax is the operating layer… If boosters like Merck’s are plug-ins… And SI XX is the delivery protocol…  Then what NWBO is building is not a product. It is a system.  A modular, programmable, autologous immunologic OS.  📷 SECTION 7: Final Synthesis — This May Be the Quiet Convergence That Changes the Field Taken together, the evidence points to more than just the validation of DCVax-Direct.  It suggests that $NWBO shifts from being seen as a therapeutic outlier to the platform controller in programmable immunotherapy. One piece at a time. All backed by data. All validated by precedent.  And if this structure goes live?  It won’t be a trial anymore. It will be an immune system. One that any booster — or any biopharma — can plug into.  $AMZN $AZN$AMGN$INDP $LLY $ABBV $VRTX $MDCX #DCVax #Flaskworks #Immunotherapy #CellTherapy #CancerVaccine #Merck #MHRA #SI87 #CheckpointInhibitors #ProgrammableMedicine #DendriticCells #PrecisionOncology #BoosterLogic #Prevnar #Pneumovax #Keytruda


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alphavestcap Avatar alphavestcapital.com @alphavestcap on x 1873 followers Created: 2025-07-22 17:14:16 UTC

$nwbo @alphavestcap @andrewcaravello 💣 The Silent Bomb: How Merck’s Legacy Vaccines and Mayo’s Trials Quietly Validated $NWBO ’s Immune OS 📷 TL;DR: 📷 $MRK Prevnar and Pneumovax weren’t just background vaccinations, they were used intratumorally in Mayo Clinic dendritic cell trials to amplify immune responses alongside cryoablation and PD-1 inhibitors. The same vaccines are now likely under evaluation by NWBO via a Material Transfer Agreement, while the company consolidates the lysate infrastructure, dendritic cell maturation protocol, and GMP automation needed to recreate that system at scale. With Flaskworks automation, MHRA SI XX regulatory flexibility, and a growing IP fortress, NWBO may be quietly building the world’s first modular, programmable immune therapy platform, one that Merck itself could be preparing to plug into. 📷 It turns out Merck’s clinical trial history with Prevnar and Pneumovax may quietly validate NWBO’s modular immune strategy. Merck’s pneumococcal vaccine line, Prevnar 13® (a 13-valent pneumococcal conjugate vaccine) and Pneumovax® XX (a 23-valent polysaccharide vaccine) wasn’t just used in infectious disease prevention. These agents were directly repurposed as immune-stimulatory adjuvants in multiple Mayo Clinic dendritic cell immunotherapy trials, not as peripheral background vaccines, but as mechanistic components of the immune protocol. Specifically: •In the metastatic melanoma trial (NCT03325101), Mayo used cryosurgery to disrupt the tumor and injected patients with 30–60 million mature dendritic cells (mDCs) directly into the lesion. Immediately following this, a direct intratumoral injection of Prevnar 13® was delivered to the same site. •In the B-cell lymphoma trial (NCT01239875), Mayo used Pneumovax XX in combination with cryoablation and mDCs, delivering both intradermally and intratumorally, depending on study arm and tumor accessibility. These designs are structurally and immunologically identical to the principles behind DCVax-Direct. In fact, they represent an early iteration of Bosch’s Matrix-class V-type boosters: immune modulators that create viral mimicry, trigger danger-associated molecular patterns (DAMPs), and provoke cytokine ignition within the tumor microenvironment (TME). The cytokines triggered by these regimens (IFN-γ, IL-12p70, TNF-α, and chemokines like MIP-1α) are exactly the immune correlates that Bosch highlighted in his 2025 NYAS presentation as signature outputs for V-class or D-class combinatorial booster logic. 📷 This wasn’t theoretical. It was clinical. These vaccines weren’t used as preventive agents, they were used to amplify immune programming post-DC injection and post-cryosurgery. That makes them not just compatible with DCVax-Direct, but precisely aligned with its delivery model. 📷 SECTION 2: Mechanistic Validation — SAP and Immunological Rationale for Prevnar The immunologic justification for using Prevnar 13® as a booster in Mayo’s dendritic cell trials was not speculative. It was formalized in the Statistical Analysis Plan (SAP) and backed by functional immunology data. Here’s what the SAP explicitly states: “Prevnar XX enhanced mature dendritic cell-stimulated CD4+ T cell proliferation by approximately 1.75-fold compared to unpulsed DCs… This vaccine will allow us to quantify any potential in vivo bystander effect when used in combination with DCs.” “No adverse events were seen with Prevnar.” This rationale is not anecdotal, and it’s not a post-hoc justification. It was built into the original trial design and regulatory framework, meaning that the trial’s risk-benefit prof📑00%; height: 1.2em; margin-left: 0.075em; margin-right: 0.075em; width: 1.2em;"> Mechanistically, the finding implies: •Prevnar 13®-pulsed mature DCs enhance antigen presentation and promote CD4+ T-cell activation far more than baseline DCs alone. •This correlates with better T-helper polarization, greater cytokine release, and more effective T-cell recruitment and tumor cytolysis. •The conjugate structure of Prevnar (carrier protein + polysaccharide) mimics microbial patterns, likely activating pattern recognition receptors (PRRs) such as TLRs, leading to downstream NF-κB and IRF3/7 pathway activation. In essence, Prevnar acts like a synthetic virus fragment, an ideal candidate for Bosch’s V-class. 📷 Broad cytokine ignition •📷 Safety in human intratumoral use •📷 A GMP-ready source 📷 A legal framework for clinical testing 📷 SECTION 3: NWBO’s 2023 10-K — MTA Disclosure and Strategic Signal In its 2023 Form 10-K, Northwest Biotherapeutics ($NWBO) made a quiet but pivotal disclosure: “A booster agent provided by a large pharmaceutical company is being evaluated under a Material Transfer Agreement (‘MTA’) for compatibility with DCVax-Direct.” That single sentence confirms several things: •A booster agent is being tested by NWBO, specifically for compatibility with DCVax-Direct — the intratumoral version of their dendritic cell platform. •The agent comes from a “large pharmaceutical company” strongly pointing to a player like Merck. •The arrangement is governed under a Material Transfer Agreement (MTA) a non-commercial legal structure that allows companies to evaluate and conduct internal research using a third party’s proprietary material. 📷 What’s important about an MTA? •It allows the transfer of GMP-grade samples for internal testing, formulation, or proof-of-concept evaluation. •It is often the precursor to a full licensing deal, co-development agreement, or inclusion in a Specials pathway submission. •It typically includes confidentiality clauses, no sublicensing, and explicit usage limits, but gives the recipient (NWBO) the ability to validate compatibility, immunologic profile, and delivery feasibility. 📷CTION 4: Acquisition Target — Roswell Licensed, Mill Creek in Play Immediately following the MTA disclosure, NWBO’s 2023 10-K adds another quiet signal, one that hints at the next major piece of the platform puzzle: “The Company has also been in negotiations since early Q4 2024 for potential acquisition of another company with a dendritic cell related technology.” This language is deliberate, and its implications are strategic. To understand who this “another company” might be, we must clarify who it isn’t. 📷 It cannot be Roswell Park. That’s because: •The Ro🧾op-opacity: ; --tw-backdrop-saturate: ; --tw-backdrop-sepia: ; --tw-contain-size: ; --tw-contain-layout: ; --tw-contain-paint: ; --tw-contain-style: ; box-sizing: border-box; border-width: 0px; border-style: solid; border-color: rgb(15, 20, 25); display: inline-block; vertical-align: -20%; max-width: 100%; height: 1.2em; margin-left: 0.075em; margin-right: 0.075em; width: 1.2em;"> Mill Creek Life Sciences fits every signal: Mill Creek: •Was the manufacturer of the pooled tumor lysate libraries used in Mayo’s GBM dendritic cell trial (NCT01957956), •Specializes in GMP-grade antigen production, with a proprietary cell processing system, •Has previously collaborated with Mayo on dendritic cell vaccine programs, •Remains the only core component of Mayo’s DCVax-style platform not yet publicly in-licensed or acquired by NWBO. The 10-K does not mention lysate or antigen supply explicitly, but it doesn’t need to. The phrase “dendritic cell related technology” would legally encompass: •Lysate collection, purification, and pooling protocols, •Antigen stability handling, •Lysate-GMP harmonization for submission under Specials or future trial designs. 📷 This is key: In the Bosch framework, the dendritic cell is the interface, but the lysate is the information. Without a scalable, validated source of high-quality tumor lysate — particularly one compatible with Flaskworks and with pooled-tumor immunogenic diversity — the platform can’t scale. Thus, the likely sequence is now visible: •Roswell provided the DC maturation engine (M7) •Merck is likely supplying the V-class booster under MTA •Mill Creek is the missing antigen infrastructure, and appears to be the active acquisition target referenced in the 10-K 📷 SECTION 5: Page XX — Patent Disclosures Confirm Strategic IP Consolidation On attached page XX of the 2023 10-K, NWBO states the following: “More than XX issued patents… and more than XX pending patent applications, including in-licensed patents developed by others.” This section is easily overlooked, but it’s critical. It confirms that NWBO is not just operating within the boundaries of previously disclosed technology (e.g., Roswell’s M7). Instead, it is: •In-licensing additional dendritic cell–related patents, •Building a layered intellectual property perimeter, •And most importantly, expanding beyond maturation protocols into other operational domains. That language “patents developed by others” strongly suggests that NWBO is absorbing third-party methods and systems. And in context with earlier disclosures, it matches the model of a company acquiring: •Lysate production methods (Mill Creek), •Combination regimen designs (e.g., co-delivery of DCs + conjugate vaccines), •And potentially even infrastructure-level logistics, like quality control and autologous-pooling systems for intratumoral injection. This IP expansion has three consequences: 1.Locking down every component used in Mayo’s validated trials — from DC maturation (Roswell), to lysate prep (Mill Creek), to booster logic (Merck). 2.Building legal protection around NWBO’s ability to deploy combination immunotherapies via Flaskworks and SI XX. 3.Preparing for future licensing or platform deals, where NWBO’s IP stack will define the barrier to entry for any third party seeking to replicate its immune logic. This patent layering, combined with live MTA testing and active acquisition negotiation, makes it clear: NWBO is not licensing pieces for a single product. It is assembling an entire immune architecture that’s already been validated in the clinic, and it is doing so quietly, methodically, and legally. 📷ECTION 6: Strategic Convergence — Merck, Flaskworks, SI 87, and the Immunologic OS With all components in view, the convergence becomes clear: Merck’s Vaccines: •Were not an add-on; they were integral to trial design. •Used post-cryoablation, post-dendritic cell injection, and in some arms with pembrolizumab. •Demonstrated safety, immune amplification, and bystander activation in human trials. •Are GMP-ready and scalable via B63/B63A syringe filling infrastructure. •Match Bosch’s V-class booster profile precisely. NWBO: •May already possess these agents under MTA, actively testing them for compatibility with DCVax-Direct. •Has already secured the DC maturation engine (M7) from Roswell. •Is likely in the final stages of acquiring the lysate input layer (Mill Creek). •Owns Flaskworks (Eden) a modular, GMP-compliant, closed-system manufacturing platform capable of producing per-patient, per-formulation dendritic cell products. •Has publicly demonstrated awareness of Bosch’s Matrix codes (IAV, IABD, IAVCBD), and is in a position to modularize boosters with labeling logic. Flaskworks + SI 87: •Flaskworks allows customized per-patient batches, with traceability and programmable logic. •The UK’s SI XX regulatory structure allows for adaptive formulations and real-world deployment without full reauthorization, as long as the core ATMP process remains consistent and GMP-grade. This means NWBO now potentially controls: •📷 The immune ignition signal (Merck’s V-class e.g., Prevnar, Pneumovax) •📷 The antigen input infrastructure (Mill Creek’s lysate prep, likely in acquisition) •📷 The automated manufacturing chassis (Flaskworks/Eden) •📷 The regulatory pathway for modular deployment (SI XX via MHRA) •📷 The programming interface (Bosch’s Matrix-class labeling logic) All of this transforms DCVax-Direct and DCVax-L from a set of therapies into a reconfigurable immune platform. If Flaskworks is the engine… If DCVax is the operating layer… If boosters like Merck’s are plug-ins… And SI XX is the delivery protocol… Then what NWBO is building is not a product. It is a system. A modular, programmable, autologous immunologic OS. 📷 SECTION 7: Final Synthesis — This May Be the Quiet Convergence That Changes the Field Taken together, the evidence points to more than just the validation of DCVax-Direct. It suggests that $NWBO shifts from being seen as a therapeutic outlier to the platform controller in programmable immunotherapy. One piece at a time. All backed by data. All validated by precedent. And if this structure goes live? It won’t be a trial anymore. It will be an immune system. One that any booster — or any biopharma — can plug into. $AMZN $AZN$AMGN$INDP $LLY $ABBV $VRTX $MDCX #DCVax #Flaskworks #Immunotherapy #CellTherapy #CancerVaccine #Merck #MHRA #SI87 #CheckpointInhibitors #ProgrammableMedicine #DendriticCells #PrecisionOncology #BoosterLogic #Prevnar #Pneumovax #Keytruda

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