I do agree with you that big P has a very good idea of what NWBO has. I do believe that there have been at least informal "feelers" by big P but the sticker price may be too high. I do believe that big P would offer mid~high single digit billions or even into the low double digits in oder to protect/enhance their franchise. The JTM article/updates are just too compelling to ignore. Big P has definitely come across this. Dr. Duffy is undeniable proof of this.
I do not necessarily think that big P executives are blind and not knowledgeable enough to understand what NWBO has. If I can somewhat understand it, and I don't work in the industry, they are miles ahead of me. These large companies do a lot of intel marketing and keep up to date on all developments, complementary drugs, threats, etc via a swat analysis. FWIW, when I was CEO of a major Apple subsidiary, the company did extensive intel marketing and we were all up to date on what was happening. Same must be true of big P--I would bet on it. I don't think big P executives, deep down, poo-poo what NWBO appears to have and what the relevance may be wrt to their own products. I am sure they have discussions with their researchers/consultants. I don't believe these executives are stupid or dismissive. However, you may be correct about misjudgements by some top executives. In my long career, I have seen some amazing gaffs by top execs that make you scratch your head in disbelief. But not all big P top execs are like this. There must be some, even a distinct minority, that are prescient, understand and may break ranks. You would think that if there is even a scintilla of evidence that you have a sea changing development on hand with unblinding happening relatively soon, big P would be all over it.
Accordingly, if one believes that NWBO has a game-changing platform for a broad array of solid tumours including one of the most difficult to treat of all--GBM--then the sticker price would be high. Big P may have thought that it could get a significant discount prior to TLD or RA approvals but....through informal channels....understand that there are no discounts pre-post TLD/RA approvals, and this has been forcefully and abundantly made clear, then BP might as well wait for results before considering a hefty price tag. In sum, NWBO and BP may be very far apart in market value evaluations for now, and as you say, BP may not be able to afford it. However, this may not be entirely advantageous to NWBO as they may price themselves out of the market having to go it alone thus taking multiples of time to reach the valuations they believe the company is worth. TLD should tell the tale, hopefully soon.
