Car-T treatments are ridiculously expensive to manufacture and extremely toxic to many patients, and deadly to some. The margins will be thin without charging absurd amounts and the sector they all apply to for now is blood cancer, and they are all competing against each other for a sliver of that segment of cancers. The treatments also may not lead to immune memory, so the cancer could be recurring. We will have to see.
At this time, DCVax is a stand-alone platform technology. It makes other drugs more relevant and more useful.... drugs that have already had billions invested in them and that have huge potential sales despite their limitations. I think the prediction was that Keytruda already has a potential sales target of 19B per year. But Keytruda is likely inferior to but could be a useful addition to treatments with DCVax. And Keytruda is one of many PDL1 related treatments, and that might not be the only combination or even the best combination with DCVax-L.
I would be surprised if the biggest players in the market do not understand what is here, but the OTC, retail investors and Wall Street, I think only follow what look like potential bubbles. They may miss the significance for a little while. The real risk will be a premature buyout, while shareholders and the company are enjoying the glow of success (assuming success for this discussion), at a price far below what the potential would be, and far below the true potential value and the value to such drug companies for their one drug. I think DCVax can unlock value for many other drugs, in combination, and that must frighten some large players.
I do not believe any informed and sophisticated market participant will believe this will be limited, as a platform, to just a few cancers. So I see the primary downside risk, on success, will be a premature buyout, to preemptively steal that value. Partnerships will be a far better vehicle for expanding shareholder value long-term. But they will likely professionalize the management team at that stage as well.
I realize that buyout is most attractive to many shareholders who want to get their loot and be done with this long journey. That is understandable.
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