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biosectinvestor

02/03/22 12:17 AM

#441012 RE: MI Dendream #441005

My understanding is the same. Similar machines for cell products exist, and that is the case as well and it still takes care and certain periods of time, and proper management. Plus again, you don't hand over a core technology that gives you a technological advantage to the market, and you don't take a product that you got approved to manufacture it, give out the formula and tell hospitals to make their own "DCVax", because what the patients get probably won't be "DCVax", and now having the machines and the technology, they can do whatever they want and say it's a therapy with a "DCVax" like technology, but don't worry, they know better and this one has x, y and z, kind of like that German clinic... that was marketing a "DCVax" like product. And if they don't do it with the machines they get from NWBO, then they will with the copycat machines by some company that makes machines for biotech of all sorts and can do it much, much better at scale, embedded with technology, with settings approximate DCVax or any "recipe" such doctors might want to make to differentiate their product from DCVax, as "better", and who is going to know, because it's now a therapy, not a drug/biologic.

NWBO does not own Dendritic cells as a patent. It owns its process. It owns its license. Enabling competitors is not the business of small biotechs that spend the hard earned capital of their investors. Giving all the IP away for the price of one "machine" is not a good business model.

Localized, company controlled manufacturing, either themselves or through a contractually bound contract manufacturer is a reasonable business model.

I am glad the company I invested in is advancing the science, and there are plenty of opportunities for other investors and companies to take that new knowledge and create drugs from scratch and get them licensed once DCVax is approved, assuming it is approved.

However, giving it all away would make my investment an investment in a science experiment only, and not an actual enterprise intending to make a profit. I don't expect outrageous charges but I also don't think this is a charty for other companies to rip this off and ultimately take the entire product line away.