Sunday, June 07, 2015 1:27:32 PM
I do not think anyone here is saying that immunotherapy will add millions to the bottom line in the next few quarters. What we are saying is that it is the hottest sector in oncology. It has been estimated that over 50 percent of the newly approved drugs will need cryopreservation.
One example is Northwest Biotherapeutics. They have a phase 3 study in GBM which will yield top line results next year. If you are not familiar with the GBM market, the new therapy pipeline has been miserable for 30 years. If this should become SOC, which is a very real possibility, this could mean 40,000 shipment per year in the US alone.
http://www.cancerresearch.org/cancer-immunotherapy/impacting-all-cancers/brain-cancer
A randomized, placebo-controlled phase III trial testing DCVax-L, a dendritic cell vaccine derived from a patient’s own tumor, for newly diagnosed glioma (including glioblastoma/glioblastoma multiforme and astrocytoma) (NCT00045968). - See more at: http://www.cancerresearch.org/cancer-immunotherapy/impacting-all-cancers/brain-cancer#sthash.4Jpt6x9L.dpuf
This says nothing of DcVax Direct, which is used for all inoperable solid tumors. Direct has just reported stellar Phase 1 results at ASCO, and is now formulating a Phase 2 Trial.
The revenue generating possibilities are real, and they are in the foreseeable future.
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