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Re: georgebailey post# 605445

Thursday, 06/29/2023 12:05:41 AM

Thursday, June 29, 2023 12:05:41 AM

Post# of 701205
There is no capacity crunch at Sawston. You have heard from couple of patients recently that Kings College London is the only center handling DCVAX-L therapy on specials program for patients at this time. So the gating factor is KCL and Dr. Ashkan. He can only see so many GBM patients per month (in single digits).

You will see in the next report that specials revenue will be disappointing (likely less than $2M per quarter).

Manufacturing shouldn’t be an excuse anymore for not submitting the regulatory application for UK. In all likelihood, there are other reasons why they have been holding up the submission and we will never know the reason until one day in 2024 when we get a PR from them indicating that the MAA has finally been accepted.
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