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Springbok- sooner than you think- what does flipper think?
Thx
$NWBO
— 🇩🇰 The Danish Dude 🇩🇰 (@FlemmingBruce) February 25, 2024
Another reason why placebo groups are no good in comparison.
Which british politicians know, as we can tell from the Pathway to a Cure report from March 2023 and why approval of DCVax-L is a certainty.
There's a huge political interest getting DCVax-L approved .. FIRST! https://t.co/tSBcjjB3bG pic.twitter.com/GUkf0wpfDs
Sheeesh.
First, DCVax is a product not a service
Second, DCVax isn’t Advents product.
Third, full stop.
Your on full stop that’s it.
Ok Sammy I’m signed up for gratefulness….and…exit strategy and the first amendment.
ILT definitely can’t be ruled out, Earth is but one grain of sand on the world’s beaches. One of my favorites though is why do some like Inquirig have a Chromosome 2a and 2b but not 2….LoL.
Due diligence is not copying from investor village.
Second, anything produced by Inquirig is not due diligence.
Full stop.
Inquirig you’ve seen the Advent contract and 15% ok got it.
Ok yes CRL can use legacy methods until Eden’s but first they need to negotiate a deal.
White paper out the window.
Fair enough- thanks.
Ok so do you agree there’s a leak, price moves up on speculation making the 25B more palatable?
Or
No leak….trading around 5 bucks near approval then BO announced at 25?
JFR thanks— what’s your BO price range?
You use the same handle on X ?
JFR are the elections 4th quarter?
Single S can we go back to your 12B ?
In your opinion, what additional milestone(s) reached in the next 6 months moves you off 12B ?
Does Any deal with Merck etal inside 6 months do it?
How about news/publication of the Poly only combo or the Keytruda combo?
If I recall the Keytruda combo study does end sometime this 2nd quarter.
Thanks
Hey Jed- 10K is next week.
Question inquiri_g - is your lone follower related to you?
Yes or No question.
Excuse me, you have a fork sticking out of you.
Agree again Smitty and other have commented similarly. When you’re paying billions for assets you don’t bury it. When said assets have billions in value, it’s worth even more billions as time goes on. It’s too late to bury the tech. The bashers and MM’s can’t bury it either it’s damage control mode for them.
Very fair poin and I agree they have zero people to run an operating business.
They use the franchise model generally speaking, but the way I see it is nwbo will be an R&D company that collects royalties on DCVax ann Eden’s useage and outsource operations. Yes they need to hire people for sure I’m just not sure how costly that is and the timing of capital needs to meet ramping internal personnel. This is approaching rapidly.
What I think I do know is that they have zero money to ramp up personnel. So that answers the question others can’t answer.
I think it’s very possible they can ramp up personnel as they get non dilutive capital from the Mercks etal for running trials and upfront payments for a piece of the action.
In summary, if they get the right BO price then take it. If they don’t, it’s not too late to ramp personnel.
LP IMO is proceeding with previously planned personnel ramp as approvals come in. I think she also already knows what capital will be coming in and when because deals are already in place contingent on MHRA approval.
After approval, I expect one or more deals but absent any significant ramp I’m with you.
Smitty as we know approval starts the clock.
I see 15-25 as being a good target on MHRA approval.
FDA application gets submitted Q3 to Q1 2025 which coincides with Eden’s app and approval.
You can change the FDA timing if you want.
Point is that with MHRA approval, FDA approval and ROW approvals become likely to happen.
15-25 BO price will become stale quickly as additional applications get filed, Eden’s becomes integrated and as additional trials begin and in process trials end.
I agree that a buyout price will be less than many investors want I just don’t thing the buyout happens for a couple years out after capture of WW approvals for Gliomas and combo trials run their course- 2-3 years.
Yes I think so….point is the autologous market is so large that you do whatever you can to be cost efficient, bring prices down to increase market penetration….and save as many lives as possible as you stated.
Kap I generally agree with you, interesting post. LP also has a fiduciary responsibility to shareholders so she cannot only entertain “curing” as many patients as possible. Otherwise, attracting capital for development becomes a non profit exercise.
LP is developing the platform(product) which can be all things L and Direct and combos, trials, under an autologous context.
The franchise excludes development of the platform but gives a familiar name to the business model.
Franchises have franchisors and franchisees. Franchisors have developed the assets, the intellectual property, and the know how of conducting the business. Franchisors charge a royalty and non local advertising fees based on monthly revenues….thats the franchise business model.
The franchise model is efficient, turnkey, and lends itself to mass markets….fast food chains, auto repair and more recently dentists and doctors and hospital systems utilize the franchise model. Fresenius kidney dialysis centers is a good comp, similarities with Athletico….
So LP with a mass market, autologous product and Eden’s has gone very big, franchise style.
That’s why zero following.
Captain Obvious- inquirig has a good idea- can ihub display how many posters have “unfollowed” him?
Great idea actually.
10 posts per day zero followers.
Single stock thanks for the list of competitors- out of BMY, AZ and MRK who in your opinion makes the 10 buck offer and do you see the other 2 suitors countering?
Zero followers
Flip- The disappearance of the graph containing combo results from the patent application, same graph taken down in the Musella/ Liau presentation is the same as what’s in the “nature pre print” article?
Inquiri_g responding to himself….apparently yielding his one follower.
#dcvax $nwbo #gbm pic.twitter.com/3tmiAMbcc7
— Peter Davis (@peter_brit) February 19, 2024
The Patent is intended to be granted February 2024
$NWBO patent application with status "Grant of patent is intended" on February 16, 2024 by the European Patent Office (EPO) EP14859634 - "Combinations of checkpoint inhibitors and therapeutics to treat cancer"https://t.co/csOzR79JpO pic.twitter.com/U1ZwMZOvtq
— Henry (@HenryMuney) February 18, 2024
Well Lookie here if it isn’t Brad big brain your one stop shop on trial design……you like zeroes and well…..your advice is worth exactly what was paid for it.
By all means go ahead and power ball. just a heads up though you won’t win so donate the 10 bucks to a good cause and get your tax write off.
Did you see the LP emails that Hoffman posted from the spoofing case proceedings? The emails where LP is letting everyone know that herself and team will be consumed with the MHRA approval process thru March ?
Still need a validation PR ?
Sticky this one!
Antihama understood. Yes you are right I put validation at 100%. Validation as I understand it is not about the data instead is the data in the right format, boxes checked….etc. if a problem, this can be fixed and resubmitted in short order. Another delay yes I just don’t think it happened since we have a high quality submission.
Antihama I read the rules a couple months ago- the MHRA position IMO was describing a strong preference for applicants to remain quiet unless status PRs were in the public interest, unmet need…etc.thats in writing.
So the applicants were never prohibited.
As far as MHRA not discouraging PR’s that’s a nice friendly statement but i think generally speaking the MHRA doesn’t want to get bombarded, pressured resulting from applicant PR’s.Applicant PR’s I suppose can be fine but God knows how they get interpreted by the public and how many questions these PRs create for MHRA.
You speak of the average investor having to guess- this isn’t about just the investor, it’s about the MHRA as An organization operating in an acceptable environment to process applications and it’s about patients…so it’s complicated. I can think this stuff but it’s not the same as having GbM and wondering where DCVax is in the process so the patient has a chance to live- I think Powers made PR decisions on status with all these factors in mind.
Meirluc- ILT knows what he owns and so do you. Once again we are with the UK for a reason, they want this to happen.
Back to the lawsuit, this matter is very serious and IMO before going to discovery Posner will now have to show her cards and she needs to have this locked up tight to move forward.and I still believe she prevails.
Hi Flip and mani- we learned that the swift approval process is general in application and by itself is not a separate pathway to approval requiring application. We also had confirmation that Swift is in pilot program status.
to me that means swift approval can be designated to any promising treatment that addresses an unmet need but after a risk benefit assessment. So, DCVax could be in the pilot program.
Irregardless of swift designation or not, my approval window is unchanged at March-July 2024.
Flip do you agree?