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Re: Chiugray post# 589556

Saturday, 04/29/2023 2:53:25 PM

Saturday, April 29, 2023 2:53:25 PM

Post# of 822372
Great post Chiugray,

I really don't know how we keep getting dragged back into history, like Woodford and Ondra rather than discussing where we are now, and where we should be going in the future, as you have here.

I don't believe it's possible to say how great our market cap could be some day unless you base it on some assumptions. For instance if in fact DCVax-L only works for GBM and DCVax-Direct doesn't work at all, our market cap won't exceed low end double digit billions.

On the other end, if both DCVax-L and Direct are determined to be effective in practically all solid cancers and become a part of the SOC in all of them, our market cap could be well into the trillions.

These are the two extremes, as I see it, neither is certain without further clinical trials and anecdotal evidence. It may take no longer than a year or so to know we'll exceed the first case, but it could easily be a decade or more to determine if the second case is true.

It's my belief that in 5 years we'll have a pretty good indication of where we're going. By then we should have a strong indication of whether DCVax-L is working when tried in other cancers and at least early clinical indications from new trials in DCVax-Direct. If all this is pointing in a positive direction by that time our market cap should be in the high level double digit billions, or low level triple digit billions. If our success is more moderate, it works with some solid cancers, not with others, mid double digit billions may be where we belong at that time.

That's my view, I welcome others.

Gary
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