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Wednesday, August 16, 2023 8:43:33 PM
1. There is expansion 1A and 1B of Advent. By this time, if their goal was to further expand manual, we would have heard about expansion plan 1C. Instead, we hear Flaskwork’s Device will be the centerpiece of future expansion, which means a quick transition. Imo.
2. Trolls will tell you we need a confirmatory trial, but what they don’t tell you is the combination trial by Merck and UCLA is utilized by NWBO in their combination patent application. Which means there is cooperation between all three parties. What the trolls also don’t tell you is that a trial, such as the DCVax-l/CI trial between Merck and UCLA can serve as a confirmatory trial, even though the parameters are somewhat different. Confirmatory trials don’t have to be complete, just well underway. Again, all three parties are cooperating with the data. Imo.
3. Many of the supply backlogs can be dealt with with large volume buying in advance. Imo.
Have a good week.
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