Most of these can be outsourced either to companies specializing in that area or via a joint venture with a company that has the support mechanisms in place for full commercialization. I am not saying that they won't seek a buy-out. Buy-out seems most likely considering the age of the key personnel of the company, but it is not like they couldn't take it to the market by themselves. LP has continuously said she wants DCVax to get to the patients, so she will be careful in selecting a dance partner.
I think this will be a huge success long term, but BO is in my humble opinion not on the immediate horizon. I think they will have lots of good news coming up, in a carefully orchestrated manner. They can create their own narrative starting with release of the TLD. People who worry about warrants, are thinking short term. In the long picture (next 12-24 months) they mean absolutely nothing.
The eternal predictions of where the daily SP will go, is also completely irrelevant unless you are trading in the stock.
The release of the 10-Q will happen when they are ready. They filed the extension and in the time of a pandemic they will not have to worry about when they release it. This company is a pre-revenue biotech and as such, very little in the financial section will be relevant 6 months from now. They might add some info about agreements entered into during the last quarter, that will have an influence in going forward, such as agreements with Cognate, Advent etc. They might also include some info about Sawston and the completion status of phase I. Though these are interesting news for those of us who follow the company closely, they are likely absolutely insignificant in their influence on the short term SP.
I can see a lot of you are looking for little events that you feel should move the SP up, but unless more investors show up with big bags of money, we are going to trade sideways until TLD, with some days with upswing and some days with downswings. I personally think TLD could come any day, but in the overall picture the timing is not important. What is important is that LP et al. don't hurry it and takes their time, so they can deliver the best possible timeline for the patients, the company and us investors.
