There is no failure. People are creating a downside in their mind that isn’t realistic. Here’s why:
1. The MHRA is pulling NWBO to them and unless the FDA catches up quickly in ways I’m seeing they’re signaling the UK will carry the prize of introducing this technology to the world. Germany and Canada will follow quickly
2. When Sawston is certified that gives 45-50 patients/month who can get DCVax in the UK at Dr. Ashkan’s clinic. Unlike in the US, where a treatment’s manufacturer cannot profit, the UK allows it. At $125K-$150K/patient/month we’ll immediately start seeing revenues of $18,750,000 to $22,500,000 per quarter while we await approvals. The MHRA can pull this off in less than 6 months potentially in the UK. People will be lined up trying to get this in the UK. (My good friend died last week of a glio while awaiting his turn with Dr. Ashkan. Sue Goldman was trying her best but he got too weak and couldn’t wear the helmet as of 4 months ago because it was too difficult. And his wife died suddenly who was driving the push to get to the UK)
3. While 2 is happening Sawston will get FlaskWorks certified, now multiplying to a capability of 500 vaccines/mo. With 2500 new GBM in the UK alone that gets them in on this within 5 months and allows Germany to start in. I believe Canada will come on board and CRL will license FlaskWorks and be their supplier while the FDA starts their process. We’re now talking $187,500,000 to $225,000,000 per quarter capability on approval with the MHRA and people coming from other countries for the treatment. Even at half capacity the revenue is crazy. This thing will crescendo and steam roll. Unless any of you have had a glio or know someone with one you have no clue the desperation and the resolve this particular type of patient has
4. If the FDA is serious, and I believe the recent statements by Pazdur and Woodcock indicate they are, NWBO will be given as much a priority as they can without going for any fast track thing that could even remotely be denied and turned into bad news. NWBO will not need to take that risk. The FDA will be only partially a drag on share price if they go slow once 2 and 3 occur. We would most likely be into the mid teens to $20 by then if not much higher.
5. So, if one is rational and not so scared they can’t think straight just look to this scenario I’ve put out here; No shorts, bears, tricksters, or nut jobs will be able to stop the tide that will start rolling in the UK. And if the FDA steps up and is more ready than what I’ve stated the price will be even higher.
