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biosectinvestor

06/20/22 12:18 AM

#488352 RE: skitahoe #488350

We’ve argued about this before Gary. I don’t think you understand the different business and the different things it entails, and the far less prosperous business it would be. I think you mean well.

Selling machines is first of all a terrible business and the fastest way to hung away all the meaningful IP for reverse engineering by a million competitors.

But more importantly, they have spent decades here getting a license to market a drug. Hospitals can create therapies quite a bit more easily. In other countries like Germany it is practically not regulated. So owning the machines makes it possible for them to deploy their own vaccines without licensing but even if they paid NWBO per patient, again it is not a current business model that can be managed and controlled and what you are proposing is more akin to a therapy, with local third-party clinics drawing blood, creating the lysate and making “DCVax” or potentially whatever they call DCVax, like that German Clinic that was doing this before. It’s not a controllable business for numerous reasons including, like I said the likelihood that once parties have machines, if you manage them too closely and demand too much in payment, they will just get another machine from someone else who has backward engineered your xerox machine. It’s a different business also, and it is likely they have wasted decades getting a drug approved when all they needed to do was make these machines, issue some light cooking instructions and let the hospitals do their thing.

Terrible business.