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Re: LessIsMore post# 609913

Friday, 07/14/2023 4:44:46 PM

Friday, July 14, 2023 4:44:46 PM

Post# of 701961
He provided a lot more details this time, but he did suggest almost 3 years ago that UK approval was imminent. He should not be trusted fully for sure, but he was a bit more measured in his response this time.

One thing is clear though that they don’t have a big pharma partner lined up to sell/market DCVAX-L for GBM indication yet. Therefore their plan is to go alone until they get approached with an offer they can’t refuse. On the other hand, if they already had an offer from a big pharma and they had a general agreement, he wouldn’t be allowed to talk about this topic or in some instance even make public/remote appearance. Additionally, Bigger seems to hint (based on his comments from yesterday) that this management may disappoint again post UK submission/acceptance news so he may want to get involved once MAA is submitted.

All of this combined with the fact that they haven’t started hiring on the commercial front tells me that the MHRA approvals and reimbursements are at least 9-12 months out. If they were really close to MAA submission and acceptance, I would rather wait a few weeks and then come to the show to add more visibility to that milestone.
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