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I had missed that Apceden used Poly-I:C to mature it.
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Did you note the 2.3M shares printed yesterday?
Have you ever noticed any correlation between shares printed and selling into the market?
Did you notice the 10+M shares printed around 5/10/22?
There is an interesting point in the PIP timeline.
The published PIP asserts NWBO plans to complete the 2 trials by 2028 (I assume that is Aug, 2028, but not certain). They are checked every year to ascertain they are on schedule. 2 of 6 years down and they have done nothing other than talk. Fairly clear any rational person would conclude the schedule is slipping with the failure to even start real plans to launch the trials.
Would the MHRA children's police call them on this an assert the trials actually be started in order for the PIP to continue to be validated? And if so, would that block the MAA?
OK, I kind of doubt it. But it has been added to my list of possible can kicks by NWBO when the days start getting longer. Eden still tops the list as the SMA has been pushing that theory hard.
There is a huge issue with the "waiting on Flaskworks" theory.
To get approved for GMP is one thing. That is a general quality validation. To be approved for manufacturing a specific approved biologic, the process must be validated to match the process defined in the approved MAA.
So, either they would need to update the MAA with the Eden equivalency data, or they need an approved MAA to compare Eden against.
The latter would be impossible in your thesis. And the former means a long delay as Eden could easily be years out. last we heard they were still tweeking the design, have not even ordered any units for internal validation and that still equivalency studies.
Though the black redaction marker cut most of the juicy details (including all discounted prices), there are some clues to pricing.
In the OTLK evidence submission on page 105 they have some analysis based on their guesses on others. From that one can see Lytenava has been discounted down to (likely slightly) undercut their estimates on the others. The others have a estimated discounted price of 300-500 GBP. That would make Lytevana getting $250-300 net revenue a decent guess.
The treatment recommendations assert the doc should prescribe the cheapest when possible, though they are allowed a lot of flexibility. This will favor Lytevana as the list is lowest.
AS far as uptake, there is no significant use of use off off-label bavi in the UK as patients have to pay on their own for that choice. So should be fairly decent.
EDIT: I believe it takes 3 months for the draft guidance to become final and start the revenue flow.
Far from clear it is a fact they mentioned DCVax.
Many use "vax" as short for vaccine. And dc vaccine is a general term used by many agents. So no way to know when heard in conversation if they mean DCVax or dc vaccine. There has been plenty of confusion on that subject in the past.
The nude mice makes little sense for DCVax (though it makes little sense for any dc vaccine), and last I heard of -L in Switzerland was when LP PR'd it as having been approved there 2 decades ago.
Perhaps you should explain that to LP as she is the person saying NWBO will use ORR instead of OS to speed up trials.
It is really hard to speed up approvals via ORR as the endpoint if the agent does not show any ORR.
I guessed that you missed I was just replying to eagle?
But by all means, be happy with your game plan of selling an unapproved drug in the US by mail order, or a drug in the already small UK market with no NICE.
Yeah, it is all waiting on flaskworks. What decade will that be?
It is ironic when this message board has for years said the inability to show any tumour response (dead 0 ORR in the Direct P1) was not an issue, and now is supporting LP on the shift to response rate as an endpoint.
Which is it? Is ORR a good endpoint or not for Direct?
OK, I got your point now.
HyGro's argument is invalid to begin with. Even if Merck already has the data (possible), and even if it suggests against developing a DCVax-L + Keytruda combination (pure speculation), it would not be implying DCVax-L is not effective.
Nor can the fact that Merck has not partnered be used to assert the logic chain., One can speculate on it, but it is a weak chain that can easily not follow.