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Re: hoffmann6383 post# 608872

Wednesday, 07/12/2023 12:19:51 PM

Wednesday, July 12, 2023 12:19:51 PM

Post# of 701029
That’s the only other reasonable explanation for no hiring activity on the NWBO side. Here are the two likely scenarios:

1) NWBO handles commercialization themselves. In this case, given the lack of hiring activity it’s prudent to believe UK approval and reimbursements are at least 9 to 12 months out, if not longer.

2) A partner is lined up post approval. In this case, UK approval and reimbursements can happen sooner (and it’s even conceivable they are in a rolling review) since they have a partner lined up that has built a team already to take up commercialization of DCVAX-L for GBM indication immediately post approval.

But if a partner is not revealed at UK approval without the hiring in place then the market won’t react positively to the UK approval news as everyone expects. It could even be another sell the news event that shorts will take advantage of!
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