Let's look at this logically.
LP has at her disposal expert statisticians, a well respected SAB and PIs. LP is privy to more information than just about anyone else except those involved in the trial. She has expert advice from Dr. Bosch, who I am sure, talks to Dr. Liau. Odds are that LP has a pretty good idea whether the trial will be successful enough for approval and with spring refresh 2018, she is unfolding data to largely confirm the odds of success. She has done all she can to sufficiently de-risk the trial to assure success at some level. Particularly with respect to methylated MGMT and mesenchymal. Dr. Ashkans, as well as others, has stated that the vaccine works, to varying degrees, across all sub groups. The odds are, at least insofar as the PIs who signed off on the article, NWBO management, as well as other insiders are concerned that the vaccine works and should be made available to patients. However nothing is guaranteed except death and taxes(and perhaps delays by NWBO). Results and approvals are what count.
Big Pharma knows all this. It is pretty obvious. They also are certain that LP is not going to sell out cheaply. If, for example, LP were to agree to a BO of $1Billion, BP would be extremely suspicious. If the prospects for DC VAX are so great and it has the potential for a sea change paradigm in the treatment of solid cancers, indeed all disease, at least in NWBO's view, why sell it for $1Billion? They would suspect a "dump" as we all would. So it is pretty obvious that BP would not touch it for $1Billion. They are also convinced that LP is not going to sell out before approval at a substantial discount. This, again, would be very suspicious. Accordingly, BP is not interested in any BO or partnership requiring an expensive investment until approval or what looks like to be odds in favour of approval in order to get the jump on other competing BP. It makes little sense to make a lowball offer that would certainly be rejected but would legitimatise NWBO and raise the pps, which would be counterproductive to BP now anyway.
Bottom-line, BP knows that they bring a check book to the table. But why pay the same price before approval when for about the same relative price they get the assurance of approval. For now, the price is just too high for BP without approval. You can be sure that BP is interested and is watching closely. DC VAX can help market their products in a combo cocktail. BP are not unmindful of the serious disadvantages of their therapies. They know the potential and size of the market if DC VAX obtains approval. NWBO has gone this far. They are definitely not gonna sell on the cheap now. They can't. No one will buy for the reasons stated above. So it is very true what LP has said....Go big or go home... There is no other way; it is digital. Zero or..........? JMHO.
