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Horseb4CarT

05/22/21 5:42 PM

#380099 RE: skitahoe #380092

Gary, nice analysis! I would suggest that initial demand be dominated by GBM patients and I pray I remember correctly that new GBM cases are not yet approaching 1,000,000 annually. The demand for other cancers will build as fast as any required approvals will provide, so the demand growth will likely accelerate over time.

Also I think it takes 8 days to make dcvax without Flaskworks so with Flaskworks maybe it goes down to less than a week per batch.

Overall though you point out that it should be feasible to meet the demand you outlined so the above points would only increase feasibility, so it’s all good!
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Doc logic

05/22/21 10:39 PM

#380111 RE: skitahoe #380092

skitahoe,

The beauty of the DCVax Direct Line is that it is already fully enclosed manufacturing just waiting for the green light. We have not been talking much about how quickly the next gen product can turn around after L is approved. The low valuations by some do not consider the import of this at all but you have and are to be commended for that. Best wishes.