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Doc logic

01/13/23 12:25 PM

#559158 RE: exwannabe #559154

exwannabe,

Another rare post by you that I can completely agree with while most are partial agreements and way too many coming from you that are just wrong.
DNDN, though, had over capacity and poor management which did the company in. Competition was not factored in correctly which led to over capacity and slow management decision making in response to slow uptake left the company in very poor condition. The Chinese got a taste of DC therapy out of all of this though and that could play very well for NWBO. Best wishes.
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theorysuit

01/13/23 12:36 PM

#559164 RE: exwannabe #559154

NWBO has long way to go till they can triumph any success over DNDN. I'm still not sure why NWBO is going the route of UK first as a US based company. But it is what it is. Yall can talk when NWBO has FDA and EMA approval. And then can actually sell the product.
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biosectinvestor

01/13/23 12:36 PM

#559165 RE: exwannabe #559154

He is right, but they did spend and borrow years in advance to put manufacturing all over the world and near to their patients and then they had to maintain those facilities at GMP level, staffed while they re-ran their trial. But more importantly then at the end of it all, they did not make batches at once or even contemplate that multiple shots would be appropriate. They made it one shot at a time, an incredibly wasteful and expensive proposition which did not set them up well to compete with an already good range of treatments that mostly delivered the same or better, with less coat.

Their manufacturing was legacy and they did not anticipate how they would best be suited to make such a product. This is why NWBO’s batch manufacturing was, in fact, brilliant. Even though they also were manufacturing by hand, they could roll that cost into a batch of injections that can last 2 to 3 years and keep reinoculating patients against their cancer with boosters to keep it at bay as long as possible. A much better approach and one that allows for more vaccine to be made at once for future use.

The answer was not wrong, it could be explained more. Yours was not wrong, other than that it declared a right answer wrong and redirected attention where you may have most wanted attention to be directed, for better or worse.
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ilovetech

01/13/23 2:07 PM

#559191 RE: exwannabe #559154

I understood that they raised 1 billion towards building manufacturing, but somehow didn't run the manufacturing side of the equation in a way that put the company ahead of the curve. We also know that the DNDN story is infamous, and known for being the most egregious case of naked shorting absuse known to WS. Kramer was in on it. There were ties to the mob trading in the stock. That's why I don't believe small development stage biotechs are well suited for a transition to GIA. That's where fiscal discipline can still fall short, because really, it's BP's well oiled machine that turns these new drugs into blockbusters. So far so good, because the comparison thus far has shown LP to be a formidable leader to get the treatment approved. As for post approval, it depends what structure NWBO takes on imo.

ILT