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exwannabe

08/22/20 8:55 AM

#301520 RE: longfellow95 #301517

Longfellow, I understand the PIM/EAM program. You really need to explain that to the longs who are pumping it as something it is not.

It obviously makes little sense for NWBO to pursue a program that allows them to give the drug away for free when they can already charge for it via Specials.

Specials can bring in some revenue, that is true. But I do not see your gross profit numbers. It will always be a challenge to bring in any significant profit in the UK prior to full approval (and being on the NHS schedule or whatever they call it) for economic reasons.

No argument that COVD-19 makes recent numbers impossible to analyze.

Would be nice to see some breakout of actual costs here. Alas for drugs still in development the cost of manufacturing goes under R&D and not COGS.


hyperopia

08/22/20 5:13 PM

#301572 RE: longfellow95 #301517

nice post longfellow, I think you nailed it.