Thursday, July 10, 2025 4:41:58 AM
1st-> Never said "no one from the US will get the treatment. I said your 10% is BS. It will be way less then 10%. Plus, it is not like by taking DCVAX they are 100% garantee to stay alive...
2nd, as for your 3200 patients-> Look it up, here it is:
1. Budget constraints:
• NHS England’s total annual drug budget is around £18–20 billion.
• Spending £650 million on one treatment for one rare cancer (GBM) would be ~3–4% of the total NHS drug budget.
• That would be unprecedented unless it's a broad-use treatment like insulin or anticoagulants.
2. Pricing pressure from NICE:
• NICE rarely approves a drug at full list price if it exceeds £30,000 per QALY (except for ultra-rare or end-of-life exemptions).
• NWBO would likely need to:
• Discount heavily
• Use value-based pricing
• Possibly enter a managed access agreement
• So NHS may pay £50k–100k per patient, not £200k.
3. Filtration and slow ramp-up:
• Most likely scenario:
• Initial NHS access for 200–500 patients/year
• Targeting subgroups (e.g., MGMT unmethylated or newly diagnosed GBM)
• Annual spend: £40–100 million, not £650M
• Higher uptake only after broader evidence or real-world success
4. One-time therapy vs chronic meds:
• DCVax-L is multi-dose but short-term (about a year).
• Unlike drugs like Apixaban, it’s not a chronic recurring prescription.
• That limits total volume and long-term NHS costs.
🔸 Bottom line:
• Yes, in theory MHRA/NHS could pay £650M/year if they covered all patients at full price,
• But in reality, expect something closer to £20–100 million/year, at least for the first 3–5 years.
Someone brought on the CART company buy out... They forgot to mention how much $$$ they were before buy out...
Even if we get 3x, 4x the price, we would be sitting close to $1...
The market is totally wrong, but BB, DD, Dstock, BIO, Andrew and a few others are the ones that are right!!!! Approval next week, 10 trillion!!!
Repeat, repeat, repeat over and over and over.
2nd, as for your 3200 patients-> Look it up, here it is:
1. Budget constraints:
• NHS England’s total annual drug budget is around £18–20 billion.
• Spending £650 million on one treatment for one rare cancer (GBM) would be ~3–4% of the total NHS drug budget.
• That would be unprecedented unless it's a broad-use treatment like insulin or anticoagulants.
2. Pricing pressure from NICE:
• NICE rarely approves a drug at full list price if it exceeds £30,000 per QALY (except for ultra-rare or end-of-life exemptions).
• NWBO would likely need to:
• Discount heavily
• Use value-based pricing
• Possibly enter a managed access agreement
• So NHS may pay £50k–100k per patient, not £200k.
3. Filtration and slow ramp-up:
• Most likely scenario:
• Initial NHS access for 200–500 patients/year
• Targeting subgroups (e.g., MGMT unmethylated or newly diagnosed GBM)
• Annual spend: £40–100 million, not £650M
• Higher uptake only after broader evidence or real-world success
4. One-time therapy vs chronic meds:
• DCVax-L is multi-dose but short-term (about a year).
• Unlike drugs like Apixaban, it’s not a chronic recurring prescription.
• That limits total volume and long-term NHS costs.
🔸 Bottom line:
• Yes, in theory MHRA/NHS could pay £650M/year if they covered all patients at full price,
• But in reality, expect something closer to £20–100 million/year, at least for the first 3–5 years.
Someone brought on the CART company buy out... They forgot to mention how much $$$ they were before buy out...
Even if we get 3x, 4x the price, we would be sitting close to $1...
The market is totally wrong, but BB, DD, Dstock, BIO, Andrew and a few others are the ones that are right!!!! Approval next week, 10 trillion!!!
Repeat, repeat, repeat over and over and over.
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