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Re: QL300 post# 692510

Saturday, 05/18/2024 8:42:31 PM

Saturday, May 18, 2024 8:42:31 PM

Post# of 700307
Thanks QL. Given my just previous discussion of the confidence MHRA showed in DCVax-L by investing immense resources in the process of commercially licensing manufacturing for DCVax-L in the UK, so that DCVax-L could be provided, at cost, to local patients on a compassionate basis, not a small investment of time, resources, effort and Human Resources to do so, I think it is interesting that they did that previous to not just commercial approval but even previous to the company filing an application for commercial approval with the MHRA. Shorts will say otherwise, but the reality is, regional financing was provided, they did not do regional financing because it is expected to fail. The regional authority likely spoke with regulators to get a sense, no one wants to put money into something that is not happening. And the reason for building was not just to do a CDMO, though that was part of the deal with the regional authority. The details of all of this suggest to me some serious interest in DCVax-L by the MHRA and then the regional authority financing the facility, that also is not done haphazardly for any random "failed drug company". That's just not how this works. I've never seen that kind of investment. Remember, this is a first of its kind, highly individualized, complexly manufactured, biological drug, not aspirin.

In that context, I found the following discussion of a drug considered for early access, in a context of a desperate need for treatment, very telling, where the drug was not so viewed by the MHRA:

https://app.box.com/s/jv487awvqzzsrdql0o34h9gg350ceyd4/file/1205689992766

"EARLY ACCESS TO MEDICINES SCHEME (The scheme aims to give patients with life
threatening or seriously debilitating conditions access to medicines that do not yet have a
marketing authorisation
, when there is a clear unmet medical need)

The EAG considered and advised on a medicine indicated for the treatment of a cancer of the
bone marrow called multiple myeloma that has not responded to previous treatment with at
least three different types of anti-cancer medicines
. It was concluded that the submitted
evidence was insufficient to confirm efficacy in the sought indication and fulfilment of EAMS
criteria and the discussion concluded with a negative opinion
.
"

I think it is reasonable to conclude that making DCVax-L available in the current context, has not been done on the basis of some sort of whim, or carelessness or just because GBM is an unmet need. These decisions are made with the UTMOST of care by such regulators and then also by the regional finance authority there in Cambridge. The MHRA is not sloppy and the shorts know this too. The more the shorts post, the more shrill they become, the more false bravado and false confidence they evoke, the more they betray their uncertainty, fear and probably terror. The fact is, the people posting are not likely those holding the positions, but just their puppets and lackeys. But they are here because someone knows they made a bad decision a long time ago. It seemed like a good one. They listened to AF, and the stock price collapsed, and they could force a lot of dilution. But things could and likely will turn rather suddenly at some point here, and they need to get out of their position. But false bravado keeps them from admitting their mistake. But I think they also are not thinking clearly, have become complacent, yet they still fund the social media campaign to sink the stock. It's very telling, even if it's just driven by too much money and not enough thought.

I own NWBO. My posts on iHub are always posted expressly as just my humble opinion (IMHO) and none are advice, just my opinion. I am NOT a financial advisor, and it is assumed that everyone is responsible for their own due diligence.

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