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skitahoe

12/28/21 9:38 PM

#430322 RE: hoffmann6383 #430306

I certainly could be wrong, but I think the two of you are discounting what the company has been working on this year. I may be wrong, but I believe the BLA is nearing completion, if I'm right about that we have the possibility of approvals by mid year. I believe that some time between Journal publication and approval we receive a partnership offer, perhaps more than one of them.

I'm not saying this is a sure thing, but I believe it's very possible. I also believe that the FlaskWork device will be used and the facility at Sawston will support thousands of units when fully built out. Likewise CRL will be making the vaccine for the U.S., and perhaps elsewhere.

While a buyout may be another possibility, I prefer a partnership as I believe we really need additional trials with DCVax-Direct to know how the company should properly be valued. DCVax-L in GBM alone should justify billions in earnings in a couple years, but if it works in many cancers and DCVax-Direct does as well, hundreds of billions come in play in time, and that equates to a trillion dollar market cap. It won't happen for some time, but if multiple cancers benefit from the vaccines anything is possible.

Gary