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Re: biosectinvestor post# 423722

Friday, 12/03/2021 6:01:00 PM

Friday, December 03, 2021 6:01:00 PM

Post# of 727366
That's a good point regarding the dedicated cleanroom suite for Direct. Regarding 'L', the contract you quote

This Agreement will remain in force until the later of seven (7) years from the Effective Date (the “Term”) or five (5) years after the first commercial sales of DCVax®-L Products pursuant to a Biologics License Application or marketing authorization (not a compassionate use, hospital exemption or similar authorization), unless terminated earlier pursuant to Section 6.2

is from January 17, 2014 so 7 years would have expired by now. The other thing that got me was the change in wording, and lack of reference to, CRL between the 2019 and 2020 10Ks. I believe if they want CRL can ramp it up quickly but I wouldn't be surprised if Sawston would manufacture for other regions such as the US if there is disagreement on negotiations between NWBO and CRL, or if there is bad blood now between the 2 entities. That's the way I'm looking at it now but I wouldn't be surprised if CRL is back in the picture. I know you see it differently.
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