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Speculation: based on the Memphis buildout I’d think the earliest they could have brought the capacity online would have been 2018. Many unknowns and confounding factors outlined by others likely contributed. Also possible outside entities wanted/requested this trial run longer to pave way to shorten future immunotherapy trials. If the latter is true I’d expect that to be “answered” and possibly provide some “satisfaction”.
“Often” is operative but not 100 percent or proof (take your pick)
Often times there is a level of sophistication displayed that is belied by the moniker…
They did hire the “insider” from NWBO perhaps the HR dept MRK didn’t see his previous employer? Or he picked up some tricks (resume wise) while at NWBO?
A preview of what can/will happen if country/US doesn’t pay the credit card bill.
Point taken. I didn’t think cash was an issue for MRK, however declining Keytruda sales likely a concern at some levels.
(Key series for a Canadian baseball team against a team from south of the Border….that many have no affinity for)
…unless they spin-off some entity for several billion.
If Advent were to man the NWBO production at Cognate/CRL (stated I don’t see this as likely) I think I know the predominant narrative the board will construct. But I would also suggest this could pertain to keeping the secret in the sauce. At least until the Flaskworks device can be integrated. Acknowledging Flaskworks may only be an operational efficiency play. We’ll see.
(Canadian team World Series prediction will be predicated on a certain team up north getting hot this week. .500 baseball likely won’t get them to postseason)
No worries.
Needed to land the Nirvana album cover…. for a possible litigious cash grab.
(If you hale from SA I trust your familiar with Amarula on the rocks)
Cool too….perhaps explains the uptick in volume. Word of mouth is the best advertising.
Very cool all around.
Cool. Nice summation/analysis kab, thanks.
It was more fun the other way,…..but thanks.
Some more than others, but it was spot on.
Agreed. Lots of moving parts and potential moving parts….and possibly additional moving parts not thought of/considered.
Fair response. Lot of things in play at present. I would suggest might be getting ahead of things with “Cognate in the making”, but certainly worthy of keeping an eye on.
Additionally I recently proposed somewhat facetiously that Advent could man the lines at CRL/Cognate…..perhaps there could be credence* in this?
*more or less than Canadian team World Series assertion
Cognate included NWBO ready infrastructure. At preset does Advent have possession (own) any NWBO ready infrastructure?
I have over 20 patents and there is an art to writing claims to make them as broad as possible. The use of “about” is intended to broaden the claim. And I expect there could be some “art” (trade secret) in application too….kind of a “secret sauce” thing.
Yeah, its messed up down here right now has been for a while. Disinformation is all the rage (pun intended…unfortunately). Arrogance coupled with ignorance is never a health combination. At least with dcvax the vaccination is intended work after the infliction diagnosis.
If claims are not broad enough to “cover all the bases” (I’ve been remiss in incorporating baseball* analogies) your competition will find a path around your patent. Did this countless times too.
*gaining confidence on the Canadian team World Series assertion
Some would suggest Ramen….
Thanks for clarifying. I obviously did not open the link.
Cloughesy is “chair” of a session without a named speaker. Is he also the speaker or is the door open for a speaker to be named later.
Not saying this is likely (admittedly partially for ex’s benefit), but suppose NWBO requires/requests Advent personnel to staff CRL’s rooms for L production. Possibly for quality control and/or trade secret (sauce) protection. (admittedly this would benefit LP too…. also for ex)
Fair point. And my point on “betting the under” still stands.
I would also bet the under on the length of flip’s “break”
Very cool…..those questioning if NWBO will last through the end of the year might not want to bet the under.
Yeah, that Regeneron monoclonal antibody treatment has no approvals (“experimental”) and you have to become infected with Covid (“gun barrel”) before you can get Regeneron. Good points promoting vaccines, thanks.
Cognate is/was a single site that the “contract” pertained to and CRL is multi site (multinational) entity. Could it be plausible (and prudent) that a new contact with the new entity CRL would be put in place to cover the potential/breath of CRL and to replace the Cognate contract? Would be prudent for CRL to have some contingencies on their end too….I expect there would be some back and forth to iron out a new contract.
I trust a suit would need to be filed first or is that behind the “veil” even if thinly veiled???
This ain’t no Burka, this ain’t no disco, this ain't no fooling around
No time for dancing, or lovey dovey,
I ain't got time for that now
Yes. Saw your Carlo Rago post and feel Canadian* Michael Bigger is seemingly more savvy. Certainly in a better place than Woodford.
*only pointing out due to likelihood a Canadian team will win the World Series for a baseball linkage….admittedly loose linkage at this point.
Fair point regarding Woodford …not sure what his game was. I’m sure you could find plenty of his investors that would agree at minimum with “management issues”…..Dude took his eye off the ball (baseball analogy)
Fair point…..perhaps a shot in the arm* is in order.
*derrière for some…not to mask the issue
Since your taking a break I’ll take time for a short* response. The “short” answer is (yes) if and when (for ex) NWBO delivers on the data and assuming it's good it could open up all kinds of possibilities.
Want to take more time, possibly over the weekend, than I presently have on another observation. And I’ll probably use some baseball analogies for our European friends especially the Brits (although I suspect Longfellow has “closet” baseball knowledge that he suppresses)
*not implying shorting stock.
Thought same for a while and hope it is indeed the case. Certainly some logic to the thinking as new new trails are being blazed now to facilitate/expedite future trials.
Cool, thanks.
“Blue Horseshoe loves Anacott Steel”
I could be tempted to bet the under and go with 4…..but won’t press the issue.
Think it was about 4 years ago I posted link to architectural rendering of the Cognate expansion (have pdf on my iPad 2…as iPad 2 could not out run the length of this trial). And we had the shipping information of the suites coming from Italy for said expansion. Reasonable certainty the physical expansion was completed a while ago. Recent activity at CRL/Cognate seems to indicate a possible increase in their Memphis facility. Posted a couple of month back the dry ice suppliers in the Memphis area might have some insight on CRL’s future needs. Doubt said suppliers are covered by NDA. Would be more tea leaf reading or in this case ice tea….which can be refreshing.