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dmb2

03/23/22 9:11 AM

#453530 RE: Kaizenman #453497

I am hopeful there will be a comprehensive platform development strategy and plan unveiled once TLD is published. I am also hopeful it includes a development partner who will also be the commercialization partner. If results are strong competition will be fierce due to the relatively low IP hurdles with a therapy such as this. Indication expanding and therapy expanding trials will become easier and shorter but in order to maintain a development lead this technology will play a role. Preparing to develop the platform would include procuring and protecting the required technology as much as possible. Sorting through the combination options prior to TLD publication is important so the development plan is formed.

It is(almost) time to shift from hope for results to hope for market leadership company growth plans.

GLTA

hyperopia

03/23/22 2:42 PM

#453664 RE: Kaizenman #453497

Kaizenman, Shashi Murthy developed the BATON system for Neon Therapeutics back in 2016, and he began applying for the patents years ago. I don’t think this was the manufacturing system that Northwest Bio wanted, since they use the dendritic cells as a therapy. So I think this closed, automated T-cell manufacturing system was a bonus that came with the Flaskworks acquisition, but there are many aspects of it’s culturing process that overlap with the EDEN culturing process of the MicroDEN system that those patents could protect. I’m not sure what their future plans are for the system, but having it patent protected will certainly add value.

There's a couple other posts about the BATON system that provide some background:

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=167176812

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=163095772