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Re: biosectinvestor post# 670592

Tuesday, 02/06/2024 9:40:00 PM

Tuesday, February 06, 2024 9:40:00 PM

Post# of 689593
Correct me if I'm wrong but from what I've read of your discussions with Gary on this, Gary was propounding that with Eden, NWBO could potentially push production of vaccines out to the hospitals by leasing them their own Edens. That's not what I had in mind, rather I agree with you that NWBO would be unlikely to want to do that, rather they intend to keep production limited to the facilities they own (Sawston) or operate through a 3rd party like CRL in the US, but with the production 100% owned and controlled directly by NWBO.

Compared to fast food e.g. there is the model where the mother company makes everything centrally and ships e.g. their burger patties and french fries, to the franchisee outlets for them to just cook and sell. Otherwise, franchise 'mothers' might license recipes and let the outlets make their own. The former model gives the mother company full control over the uniformity and quality of the product. I agree with you that NWBO wouldn't like to be in the business of selling or leasing Eden units because they want full control, make all the vaccines themselves and get the full price of the vaccine directly from the patients. Of course with no chance of somebody getting hold of their own Eden units and then going rogue with the whole thing business of production and sales in competition with NWBO.

In any case, we don't need to try to torture out the details of NWBO's business model going forward from one word that may have been thrown out casually by LP without trying to depict anything specific about the business model. We can only wait and see how NWBO unfolds the business going forward. One very clear thing IMO is that the eventual profit stream from brain cancers alone is likely to be very big to incredible yet it will take time to develop to the level where the $ needed for more clinical trials can come out of the cash flow of that business. To get more trials going significant capital participation from somebody(ies) is required asap. Hopefully, NWBO can come up with some form of partnership or other that doesn't require selling a large equity share of NWBO now at a cheap valuation. We can be sure that LP is working out just how to do that. The time is ripe for expanding posthaste in all strategic directions to finally speed up the expansion of their franchise. IMO it would be beyond ridiculous to not get things moving a heck of a lot faster than they have moved so far.
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