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Re: skitahoe post# 557425

Friday, 01/06/2023 11:20:08 PM

Friday, January 06, 2023 11:20:08 PM

Post# of 821091
skitahoe,

You know, thinking back on today’s presentation and the comment about cost by Dr. Steven Toms I think the mention of $200,000 might be the price NICE/MHRA wanted to be at before really getting on board and that probably represents the Edens manufacturing price point. A great deal of inflation to vaccine components has occurred since original estimates of cost were being made and yet today’s mention of $200,000 is kind of a retro price point. Component suppliers became an issue mentioned at the ASM too indicating that multiple approved component suppliers are needed and perhaps now they have them. So today’s price point mention looks like it could be a signal that this is where we start a more solid revenue projection analysis for NWBO from. Guessing here but at some point manufacturing agreements will need to be disclosed and Sawston would likely need to compete with at least Charles River Labs and perhaps another potential independent manufacturer unless Linda Powers and Toucan release their interest in Advent or present acceptable proof of no potential conflict of interest. Just a reminder that Charles River Labs has a location just a few miles from Advent. Best wishes.
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