Sorry they have drugs approved for the treatment of GBM? I didn’t see that. Yescarta is the only one approved. Juno has nothing approved yet. And Yescarta is not for primary treatments.
I though Yescarta was to treat patients with “certain” types of large B-cell lymphoma after they have relapsed after atleast two other kinds of treatments.
So yescarta isn’t the first treatment that the patients go for? Hmmmm.
"Both their lead drugs were approved 2 years ago and are being used to treat patients for real revenue dollars.
Why is that so hard to understand?"
LOL, you dont even do your homework. Juno's Cart-T HAS NOT been approved yet. They are looking at a 2020 approval timeline.
I am no biologist, but these Car-T therapies are not seen at the primary treatment as of yet. The market it states it can go after is $3B a year, as opposed to >$10B for DCVax Direct's potential. DCVax-L has the possibility to do ~4 - $5B a year including Europe & NA (~$140K per treatment, 28,000 treatments Europe & NA combined).
"At last year’s Ash Juno said approval was thus possible as early as the end of 2018 (Ash 2017 – Transcend fails to prevent Juno’s second collapse, December 12, 2017). And this is where the bullish rhetoric ended, with Celgene now looking much further down the road at a mid-2020 approval."
You’re failing to provide the nuance in your responses that would be a more accurate and true response;
Gilead announced the $11.9 Billion cash acquisition 2 months BEFORE approval for B-cell lymphomas refractory to standard treatment; and 2/3rds are cured by that standard treatment. Completely.
So your assertion that Kite was bought for the revenue of an approved drug is false. And Gilead payed $11.9 billion for a drug that had sales of $240 million in 2018.
At a cost of $373,000 per patient that means Gilead paid $11.9 billion for a drug that treated 659 people in 2018.
Maybe you’d like to re-address your correlation to a buyout price a few multiples of $11.9 billion for DCVax who’s potential is thousands of times greater than Yascarta? I think your analytical skills are a bit off kilter
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