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HudsonDogg

11/20/18 2:01 PM

#7524 RE: learningcurve2020 #7523

Well....Let go back to your point for a second, while it is personalized, you can take it, I cannot. With the Proscvax therapy we all can take it. So lower costs to the patient and more interest from the pharma company that looks to partner during/after phase 2.

If I recall correctly provenge, which was made by dendreon, the fist Personal therapeutic cancer vaccine cost roughly 93K. so the Dvax will cost much more to manufacture than Proscavax.

Also, they are not quite in the same patient population. D vax is also in late stage patients (Honestly I need to look at their phase 2 date which I will over the break) as is Proscavax. I cannot remember if they are in same area, elevated PSA, micro metastatic disease, ect. Anyway, LC you are forgetting that Proscavax has a "blue ocean" due to the affordable health care act, most men are put on active surveillance with newly diagnosed patients. There is no therapy for the space, except Proscavax. SO while the late stage market is attractive at ~32K patients a year, the early stage market at ~200k per year makes this opportunity so interesting.

So, I don't really see anything but positives if Dvax is approved, just makes procavax's case that much stronger. more therapeutic areas with bigger patient market and mass producible.

Just my DD.