Tuesday, September 10, 2019 1:50:09 PM
"Both their lead drugs were approved 2 years ago and are being used to treat patients for real revenue dollars.
Why is that so hard to understand?"
LOL, you dont even do your homework. Juno's Cart-T HAS NOT been approved yet. They are looking at a 2020 approval timeline.
I am no biologist, but these Car-T therapies are not seen at the primary treatment as of yet. The market it states it can go after is $3B a year, as opposed to >$10B for DCVax Direct's potential. DCVax-L has the possibility to do ~4 - $5B a year including Europe & NA (~$140K per treatment, 28,000 treatments Europe & NA combined).
"At last year’s Ash Juno said approval was thus possible as early as the end of 2018 (Ash 2017 – Transcend fails to prevent Juno’s second collapse, December 12, 2017). And this is where the bullish rhetoric ended, with Celgene now looking much further down the road at a mid-2020 approval."
https://www.evaluate.com/vantage/articles/events/conferences/ash-2018-jcar017-development-path-takes-another-twist
Why is that so hard to understand?"
LOL, you dont even do your homework. Juno's Cart-T HAS NOT been approved yet. They are looking at a 2020 approval timeline.
I am no biologist, but these Car-T therapies are not seen at the primary treatment as of yet. The market it states it can go after is $3B a year, as opposed to >$10B for DCVax Direct's potential. DCVax-L has the possibility to do ~4 - $5B a year including Europe & NA (~$140K per treatment, 28,000 treatments Europe & NA combined).
"At last year’s Ash Juno said approval was thus possible as early as the end of 2018 (Ash 2017 – Transcend fails to prevent Juno’s second collapse, December 12, 2017). And this is where the bullish rhetoric ended, with Celgene now looking much further down the road at a mid-2020 approval."
https://www.evaluate.com/vantage/articles/events/conferences/ash-2018-jcar017-development-path-takes-another-twist
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