Thank you for clearing this up, I understand exactly what you are saying. It sounds better when you consider the transition from lethal disease to chronic and manageable disease (I'm still eery because I wouldn't consider it chronic if the survivors are lasting a decade, that means its eradicated not chronic).
I really wasn't looking at it in this light considering the stock price and its history. What it seems to me though is that they know exactly what it will take to get an FDA approval based on changes to trial design and combination approach with PD-1. I am 100% sure they would pass the combo trial given they chose the right trial design. If this were the trial design I would already have a position.
Still not sure about the current trial, or even when it will be unlocked (because people are surviving instead of dying), its actually very positive and very negative at the same time. IMO, and from a biologists perspective this is the holy grail to slamming cancer. The underlying biology is spot on with what I would expect.
For the sake of a balanced opinion I always try to take multiple angles and again I have no position here, although I would like to based on the science.
Things that concern me that I haven't figured out yet. (literally been researching for only a few days, extra help is welcomed and if you want some support get the damn answers!)
1) Who else is developing Dendritic Cell Vaccines (SHOTGUN STYLE)
Shotgun (Clear WINNER IMO) vs Rifle Approach
Shotgun = Tumour lysate, exposure to all neo antigens, polyclonal expansion of T-cells to as many antigens as possible, slam the cancer hard.
Rifle Approach = Taking a few known antigens, presenting to DC cell, activating a few T-cells that are specific to these epitopes, only slams cancer with these few antigens
2) How long do the patents actually last for? For instance, if they fail this trial will they still be able to make money out ahead of everyone else if they need another Phase 3 (assuming they get funding).
3) Are they really the first ones to the punch on this research?
Now I know there are plenty of people who are angry at management, angry with the whole thing in general, I know this because I've read your damn comments. But open your eyes, is it possible that this awesome technology is going to made profitable by someone else and not these guys? Is there really a conspiracy here? and if you think so, tell my why and tell me who you think will step in and either buy the technology or wait until the patents expire and do it themselves.
Who can convince me that it will be NWBO that sits on the mountain of money this immunotherapy can generate? Convince me and I'll open a position Monday morning.
