Replies to post #828 on Vascular Biogenics Ltd (VBLT)

[wcopeland]

Generally agree with the points from memeil26 as well.

Acquisition seems really unlikely in the near-term. VB1xx, VB2x/VB7xx, and VB6xx are all high-potential drug candidates. Selling the company while most of these are still early-stage assets means VBLT potentially leaves (tens of) billions on the table.

Acquisition may be unlikely in the long-term. If VB-111 Ph3 rGBM is approved, they will likely grow very quickly. Waiting to see the potential of all three could make VBLT's value to cost prohibitive for an acquisition.

But as I said before, just look at Dror's previous comments regarding acquisition and commercialization strategy. Here are excerpts from an interview he gave in Sept 2016. One thing that I like about Dror is that he does not often mislead with his words. (http://marketexclusive.com/vbl-therapeutics-ceo-tells-us-about-their-revolutionary-approach-to-cure-cancer-vascular-biogenics-ltd-nasdaq-vblt/32483/)

Q: Tell us a little about the market and the market opportunity?
"... These represent only the tip of the iceberg for a potentially broad range of solid tumors, applicable to millions of patients worldwide. If approved, VB-111 has the potential of becoming a blockbuster drug."

Q: What geographic markets are you focusing on currently?
Our current clinical activity is in the US, Canada and Israel, but we intend to develop VB-111 globally, in collaboration with strategic partners.

Q: What markets will you focus on in the near future and what is your plan to penetrate these markets?
Following US approval, we intend to collaborate with strategic partners and/or local distributers to commercialize VB-111 globally.

Q: What makes your pipeline stand out?
... VB-111 itself has a pipeline-in-a-product potential, as a shelf product applicable for multiple solid tumor indications.