If the Specials won't bring in 100s of millions, how do you expect the RA approvals will bring in billions?? It is all proportionate that who can afford and generate Go Fund Me will come into the Specials as the prevalence of the GBM is still huge. You are like Ex asking to show the proof written on stone, LOL.
When TLD is out, Keytrudas will lose their revenues and the helmet will come to a STOP. How many billions all those CIs from MRK, BMY, AZN, Roche rack, hmmm? All those market caps will kick in here. Watch!
Yes, Sawston has a potential capacity of 10X the leased facilities at Royal Free. But is "potential" going to be the actual capacity this year? And is Royal even maxed out? Longfellow (a true long) argued that it was not, and that is why the revenue was as small as it was.
There are serious restrictions on the Specials programs.
I will stick with my $2M for 2022, and a slow ramp going forward.
It helps with RA approvals as manufacturing is almost ready but it doesn't mean much more than that at this point.
To some extent yes. But technically they are not making the DCVax-L that would be approved. So you can not be certain the manufacturing would align with what would be an approved DCVax-L.