Monday, July 22, 2024 5:45:10 PM
Doc, what you're saying is true. However, ask yourself this, if they never found FlaskWorks or found any other way to automate the process, I would suspect that at somewhere in the $250K to $350K per patient they'd be able to build and staff as many tiny cleanrooms as needed. It would take far more space and require far more people, but I believe it still would be very profitable in the end.
As I remember it, DNDN had planned to make Provenge manually. I don't believe the problem there was that they couldn't meet demand, I believe the problem was that at the price, they had almost no demand. There were other therapeutics deemed to be at least nearly the equal of Provenge. That will not be the case with DCVax-L, especially when it's combined with certain other therapeutics. 50% or greater survival at 5 years is a ten fold improvement on the SOC. I know, that's not what the Phase 3 shows, but we know it's what UCLA is achieving in earlier stage trials. As long as UCLA can do this with products that are already approved for other diseases, they can be used off label with DCVax-L with no further trials. Additional trials will probably be run by the developers of those drugs to expand their label, and NWBO may be paid to support those trials. Of course I don't know this, NWBO may have to pay, but I believe it's possible that they'll be paid.
Other trials, like DCVax-Direct or DCVax-L in other forms of cancer will almost certainly be paid in part, if not fully, by NWBO. Post approval revenue should permit this, though I'd suspect at higher stock prices they'll do an offering and Institutions will take every share they're willing to issue.
Gary
As I remember it, DNDN had planned to make Provenge manually. I don't believe the problem there was that they couldn't meet demand, I believe the problem was that at the price, they had almost no demand. There were other therapeutics deemed to be at least nearly the equal of Provenge. That will not be the case with DCVax-L, especially when it's combined with certain other therapeutics. 50% or greater survival at 5 years is a ten fold improvement on the SOC. I know, that's not what the Phase 3 shows, but we know it's what UCLA is achieving in earlier stage trials. As long as UCLA can do this with products that are already approved for other diseases, they can be used off label with DCVax-L with no further trials. Additional trials will probably be run by the developers of those drugs to expand their label, and NWBO may be paid to support those trials. Of course I don't know this, NWBO may have to pay, but I believe it's possible that they'll be paid.
Other trials, like DCVax-Direct or DCVax-L in other forms of cancer will almost certainly be paid in part, if not fully, by NWBO. Post approval revenue should permit this, though I'd suspect at higher stock prices they'll do an offering and Institutions will take every share they're willing to issue.
Gary
Bullish
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