Saturday, July 13, 2024 3:20:23 PM
Chiugray,
I agree to a point. Linda has the total advantage of knowing exactly what all costs are, likely reductions in cost due to scaling, expected time to break even on investment and ROI after. The Sawston model gives her this advantage. Ramp up models with franchising L vs partnerships vs go alone, spin off of Direct and other variables come into play. To date, going it alone does not seem to be on the table with the word franchise being used. That lines up with the current age of management and the idea that franchisees would be somewhat autonomous. The one thing a big pharma partner or more can do in the interim is speed the ramp up, move to combos and possibly provide some suitable DC activators that improve overall potency for various other types of disease states. There are many ways to improve DC activation and specificity. One of the most important for general use in DCs was just added with the Rosewell Parks agreement. This makes the likelihood of a big pharma move to negotiate on Linda’s terms that much more likely with those having the most to lose moving to the front of the line sooner rather than later once manufacturing is sufficiently dealt with so trials can begin with a final version of validated Flaskworks units.
One way or another it’s going to get very interesting real fast once approval and Flaskworks are done. Best wishes.
I agree to a point. Linda has the total advantage of knowing exactly what all costs are, likely reductions in cost due to scaling, expected time to break even on investment and ROI after. The Sawston model gives her this advantage. Ramp up models with franchising L vs partnerships vs go alone, spin off of Direct and other variables come into play. To date, going it alone does not seem to be on the table with the word franchise being used. That lines up with the current age of management and the idea that franchisees would be somewhat autonomous. The one thing a big pharma partner or more can do in the interim is speed the ramp up, move to combos and possibly provide some suitable DC activators that improve overall potency for various other types of disease states. There are many ways to improve DC activation and specificity. One of the most important for general use in DCs was just added with the Rosewell Parks agreement. This makes the likelihood of a big pharma move to negotiate on Linda’s terms that much more likely with those having the most to lose moving to the front of the line sooner rather than later once manufacturing is sufficiently dealt with so trials can begin with a final version of validated Flaskworks units.
One way or another it’s going to get very interesting real fast once approval and Flaskworks are done. Best wishes.
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