BB, I'd like to be wrong, but I believe a clean room operating manually can only make one vial of vaccine in slightly over a week, so it's not 500 a year, it's 50. I believe the company is speaking about the small cleanrooms they built at Sawston, so each of those rather tiny rooms could hold 12 EDEN units so they'd make 600 a year.
I do believe much larger cleanrooms could be built and many more EDEN units could be installed in the larger rooms. I have no idea the size of the rooms that were built in the Memphis facility now owned by CRL, however I believe that CRL does have other labs which could also be equipped to make DCVax-L if the demand is there. The key will be having enough EDEN units to meet the growing demand and placing them in facilities already capable of handling them, as well as probably building new facilities for making the DCVax's alone.
It's clear to me that if DCVax's do get tumor agnostic labels and become part of the SOC for many solid cancers, tens or hundreds of thousands of the EDEN units will be needed over time. Essentially if you take the number of patients being diagnosed with a cancer in which DCVax-L is considered a part of the SOC in a year and divide by 50 you'll know how many EDEN's are needed. I believe that worldwide the number could easily go to a million or more, for each million that's 50,000 EDEN units. If we only had 12 units in each cleanroom, that's over 4000 cleanrooms. I'm not saying we'll need this for some time, but these are the kind of numbers that will be needed in the future with a tumor agnostic label, and that doesn't consider making DCVax-Direct.
I believe that if this all comes to pass and NWBO is still trading independently, it's market cap will be right in line with major BP's. I would expect that one or more BP would have equity partnerships in the company at that time.
Gary
Bullish
