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skitahoe

12/26/19 11:00 PM

#257140 RE: Umibe5690 #257137

I would certainly hope that anyone in management of a BP would understand the potential of vaccines that benefit cancer patients. Thing is, it can actually work to their benefit, not their detriment. Why? Because by themselves the vaccines have benefit, but alone they're not curative. I.E. if patients on the vaccine are living substantially longer, by producing drugs that have synergy with the vaccine you have the potential of greater sales than with current SOC products.

I do believe BP will eventually attempt to buy out NWBO, but if they buy in by partnering, it may diminish the likelihood of a buyout by anyone but the partner.

I believe that things could happen rapidly once the trial is unblinded, if potential partners or buyers have confidentiality agreements in place, they will have access to the raw data even before top line results are released. That's not to say a partnership will occur that rapidly, it does take time, but it could largely be structured by the time top line results are released. If I'm right, and a partnership occurs, say by second quarter of the year, it will be the partner who largely is responsible for the BLA which hopefully would be filed before the end of the year, perhaps even by the end of the third quarter.

Depending how the partnership were structured, the partner may, or may not have an ownership position in the company, if they do, they would no doubt also take some responsibility for the advancement of DCVax-Direct in trial. If they don't, the money they pay NWBO for the partnership will no doubt fund the new trials. I rather like the partner having an equity position in the company, and ideally some shares come from the company, but more come from investors who tinder their shares at a price established in the partnership, which almost immediately sets a new trading range for shares in the company.

Gary

kabunushi

12/27/19 4:20 AM

#257142 RE: Umibe5690 #257137

James Cannavino of IBM gave away all rights to PC OS to Bill Gates for an OS that Gates didn't even own at the time. Cannavino thought all the money would be in the hardware, didn't give a toss about the OS. Gates made the deal then had to hustle out and buy an OS as he secured positioning as the platform for MS Office and other software, a monopoly that made billions for Microsoft.

IBM storage division execs also slept while EMC came along and took away their monopolistic billion-dollar mainframe storage hardware business. Just to cite a couple of examples of astounding lack of foresight in different divisions of Big Blue.

I'm not claiming that NWBO can become a billion-dollar monopoly, only that it's very clear that incumbent huge franchises can be quite blind to entrepreneurial opportunities for innovations that appear directly in front of them.