Let me explain:
I did not write that it was "incredibly expensive" product I wrote that it will be one of the most expensive approved products to produced (not the most expensive) that Car-T is much more complex, can be more expensive is not an argument against what I writes ..
"I think they have way more difficulties for now meeting potential demand. There are multiple approved similar products for the same narrow sliver of the oncology market with many more in the running, potentially with much better production technologies and yet they were still bought out for 10Billion. "
—-this can be exactly one of the reasons for a caution towards new technologies ..
“I think you're overstating the costs, dependencies and issues AHP, and the potential confusion for a much better market cap.” —-pure speculation and nothing suggests you are right, on the contrary ..
"I was in those Car-T companies, they were in the 4-6 Billion market cap even when one of them was halted for killing patients, still nowhere near approval, yet to figure out how to deal with it."
—Have you considered that these companies might have been overpriced and BP has learned from that.
“I think their business is far less attractive than this one, where 2-3 years of vaccine is made all at once, there are limited side effects”
—-totally agree but it's just our subjective views.
“he pricing per year is quite reasonable for a life extending, good quality of life cancer treatment -“
—pure speculation as we do not know the price agreements yet ...
“and they have what looks like scalable, automated manufacturing -“
—that's probably one of the most interesting things NWBO has. the problem is just that we do not know the agreements with Advent yet. but admit it looks positive.
“likely coming online in the bit too distant future, regardless of what our bulletin board experts might claim.”
—/hopes and dreams .. pure speculation. but hope you are right.
“Even so, with the hand made option, they can still make quite a bit, and the cost is set already by contract”
—yes but we still do not know what the price is and it creates uncertainty
“and is likely to decline, over time, on a per year basis, on scale up.” --- pure speculation
“I do not think it is unreasonable to expect a much higher market cap. The issues are macroeconomic. This burst to $ 2.51 long before TLD was likely in the picture, based on the buyout of the Flaskworks technology at a very reasonable price.”
--- I do not know what you mean by "much higher" but if these are the prices you mention earlier 6B-10B then I think you will be badly disappointed before we see profit.
“I think the market is doing its thing right now, many stocks are down, but too much "ambiguity" of ambiguous nature should not be thrown onto the normal ambiguities “
—-yes it can be difficult for people to understand that they can also experience a bear market, but we are some more experienced investors who have experienced this before,
“The factory does belong to NWBO”
—-i know, but Advent must also make money producing DCVax
“the license to manufacture is fine where it is,”
--- it is a bold statement (some might even call it stupid) when you do not know the full agreement.
“.but can be easily transferred to a buyer on purchase, as part of the existing contracts in this kind of an arrangement.”
-- yes probably but for what cost it will not be for free ...
I am not ignoring anything you are..
AI
Market Data 
Markets 
