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The only saving grace is that every stock I have owned since the 80s always goes down prior to significant positive news. These have been smaller size companies getting FDA approval or being bought. It is the creepiest, because someone knows and they exert every lever to get retail to sell.
Thanks but it doesn’t answer the question unless they have their own planes.
Needed to ship from Memphis to Canada and the west coast. I find it hard to believe it went by truck.
Who flew the product from cancer centers to processing center and back to the cancer center?
Their model with Cognate was that the facility was close to the FEDEX terminal. The trial for many doses went through FEDEX. The packaging was designed for this mode of transportation.
Can’t say how everyone’s tissue will be delivered but this has been a reliable mode of shipping through the trial period.
Have a happy!
And the results were pretty great vs nGBM.
No reason to apologize. When there is certainly I will accept it. That guess is as good as .375 no .875 no today is .375……,
And on and on and on……
When you have certainty- get back to us.
Sorry to say but no one including you on this board has a clue what the transaction is except for the $3 million.
Doubt that. Probably warrant holders or C share buyers that already own common. You need to hold the C shares prior to conversion to common for 3 months.
We are not stagnant because of the product. The share price is stagnant due to this financing they have done over the years. Unusual this way. But what has been normal here.
I think the BOD are the flying monkeys in the Wizard of Oz. It really has been a bad dream. Sucked into the vortex of NWBO.
Good Night everybody!
After 11 years I feel like the witch baked and ate me.
Nice granularity. I can guess I will be a year older this year.
If Eden isn’t a done deal in equivalence yet, then they screwed up or are poor managers at leading an engineering/biomedical team. Which is also a screw up. If the BOD has no clue still, then they are vapid. Time to fish or cut bait.
Been through the wringer too many times with this clown car. Approvals will get done but by any stretch of the imagination they are late. Almost 3 years after Data Lock.
Like you said - THEY have a grand plan. We have no clue. If there is another “oops” we are going to extend the time frame way beyond when we expected results, I will start throwing the furniture.
Survivor you have good information most of the time. In this video the presenter states we can sell up to 12,000 patients worth without approval. The problem is without NICE approval not many can afford the treatment. So he kind of provides false expectations without approvals.
Why bring her up if she works for McClean?
Why did she even come up?
Ok. Is she VP at NWBO now?
Who the eff is Sue Keil? When did this person become VP.
I usually have a tough time with the way over the top enthusiasm but that spread sheet in the link, is close to my own valuation model and the reason to own the stock.
Hope so because up to now he has been a bust. Streeterville? That was the best he could do?
It will take time to ramp up. I would rather keep my estimates on the very low side.
You can use 40%. I just want to be conservative.
So if you got 10% of that market at a starting cost of $200K/patient it is $618 million in revenue.
Better yet - ask him what the “grand plan” is.
Basically, why are we almost 3 yrs since Data Lock.
Here is a question. I asked him when he first began his job. What are they going to charge for the vaccine. Also ask whet percentage Advent gets.
Good luck with that!
There are about 17000 total in the UK and the USA. If you take 10% market share at $200K that is about $340 million in revenue. That is for just 1,700 patients.
The storage capacity they have is for 375K patients. I will bet they expect much more from GBM and other cancers.
Ask him why he marched his troops towards Moscow. Probably get an answer for that. BUT,
Where did the $3 million come from. He will respond not public yet but sometime in the fire you will all be told.
The next 10Q is around mid August. You would think they could provide an explanation on the $3 million by then. Hopefully submitted or approved by then.
If this was the best visibility to the markets they were able to muster, they need to rethink the strategy.
Wrong messenger and wrong platform. Are you a biotech company with a massive platform or are you hiding someplace where you offer zero information.
Interesting post.
Your post and HL’s have valid points. They can both be true.
Yes, everything they have done helps approval but in HL’s thinking it should have been brought to a conclusion sooner and the share price collapse for me is partially the management’s fault that could have been avoided.
I am not saying illegal acts did not occur.
To HL’s point, they are collecting salaries and aware of what the grand plan is going to be. They are more in a position than the average retail player to move at the speed they have. What was the grand plan and how often has it changed to get the company where management wants to be? I expected TLD in July, then August, then October, then buried in a 10Q I find out there will be a journal article to accompany TLD. This all in 2020 if I remember correctly. Been so long I lose track of timeframes. Then on 5/10/22 a complete clown show on TLD with a journal article not accompanying TLD. Months later comes the journal article. The only ones in the know is management through those ~2 years.
So, approvals will happen and manufacturing will be ready but I many have been through the wringer. Waiting for the first approval and hope for the end to the cluster $&$$ saga that has had many positive and negative posters. A positive sustained move in SP would be a good sign.
A Surprise. Nice find.
“Upon approval, DCVax-l will have 12 years market biologic exclusivity in any cancer indication. Merck’s Keytruda has three years biologic market exclusivity remaining.”
I didn’t know that.
Too much storage just for GBM. A good deal of storage to accommodate solid cancers beyond GBM. I guarantee they go the tissue agnostic route as MRK has done with Keytruda. Just need to see approval in GBM first.
Actually at $200K per patient that is $75 Billion. Even at $100K per person it is beaucoup $.
3,000,000 / 8 doses per patient is 375K patients
Multiply that by $200K and it is $75B.
“ Why did Jamie Diamond ask the regulators to restrict shorting on bank stocks?”
Maybe he just likes to protect his shareholders when we have panic in the banking sector. He sure can make a better argument than a small biotech company because his argument is to protect and limit any crash in the economy. Important to many more people than just us shareholders and patients. A crash in the US of banking effects the world economy.