I don’t know at the moment. They continue to avoid questions on marketing application timelines, commercial manufacturing ability timelines, etc. They and their pals then get angry anyone should dare raise questions about their plans. They provide topline but after years of saying it would be imminently backed up with a journal, get mad at investors for wondering when the journal is coming out. It just seems like anger at investors is their posture. They didn’t change clinicaltrials.gov endpoints until after topline, even though Dr. Ashkan seems to confirm it was approved by all four regulators beforehand. Les’s old saw about catching shorts off guard has proven quite the opposite. They did not surprise bears with their NYAS or ASCO delivery, and left out timelines to boot. Again helping bears. The science appears good, and partial results appear good, but they leave a gap on follow up journal timing that might otherwise confirm matters. Their business execution is strange. What company on earth only updates two endpoints on clinical trials.gov? That said, Dr. Ashkan seems persuaded the evidence he’s seen demonstrates efficacy. He has seen the as yet unreleased data.
It seems like the UK wants to move forward with DCVax-l in short order.
Net net. We have partial bits of info concerning efficacy, manufacturing progress, approvability, etc.
I’d like to say partial is better than nothing, but we waited
20 months to avoid the very situation we find ourselves in today. They have not executed their plan as earlier conceived.
Therefore, while everything still looks hopeful, it is in paralysis, because they hold back information for whatever reason.
I can’t answer your question.
