Sunday, June 22, 2025 7:03:19 PM
Ilovetech, Good points. Country budget constraints are legitimate realities.
Say the DCVax gross margin % is 70% and Eden (automation) saves $15K in manufacturing cost. That translates into a $50K lower selling price or a savings to the UK's NHS, while NWBO gets to maintain its profit % and maybe faster expansion into markets, a win-win.
It is a matter of when, ie the UK being nimble to expedite approvals and expansions, but if it can, I see these trade-offs:
- more DCVax-L (better, cheaper) means less other more expensive drugs
- expedite Eden approval means earlier cost savings for NICE/NHS
- e.g. label expansion to stage agnostic (same biological mechanism, include grade 3 gliomas)
- e.g. label across tumor types (DCs are agnostic)
Interests are aligned. The UK will want DCVax-L, a breakthrough cancer therapy, to succeed big time even though it is a USA company. Sawston's expansion and success in the UK creates high skill jobs and continued investment. A profitable UK operations means UK taxable income grows and positions the UK as a global leader in life sciences and will attract more biotech investment, partnerships, and talent to their shores. Financial gain and soft power gain.
Say the DCVax gross margin % is 70% and Eden (automation) saves $15K in manufacturing cost. That translates into a $50K lower selling price or a savings to the UK's NHS, while NWBO gets to maintain its profit % and maybe faster expansion into markets, a win-win.
It is a matter of when, ie the UK being nimble to expedite approvals and expansions, but if it can, I see these trade-offs:
- more DCVax-L (better, cheaper) means less other more expensive drugs
- expedite Eden approval means earlier cost savings for NICE/NHS
- e.g. label expansion to stage agnostic (same biological mechanism, include grade 3 gliomas)
- e.g. label across tumor types (DCs are agnostic)
Interests are aligned. The UK will want DCVax-L, a breakthrough cancer therapy, to succeed big time even though it is a USA company. Sawston's expansion and success in the UK creates high skill jobs and continued investment. A profitable UK operations means UK taxable income grows and positions the UK as a global leader in life sciences and will attract more biotech investment, partnerships, and talent to their shores. Financial gain and soft power gain.
Bullish
Sharing thoughts and opinions. To participate in group due diligence. Motto: Do not be a gullible FUDdable investor.
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