They have a pending commercial license for approval any day. They bought an entire company to automate. They built a factory. And they have a CDMO managing it and hiring constantly. See, this is where a person’s desire to see something blinds them to reality.
As for pointing out that some signatories to the JAMA Onc Phase 3 results also participated in the Optune trials, great. That is in our favor as it shows that not all doctors put their personal interests over the science. They signed those DCVax-L results because they are valid.
And yes, those other articles are nothing more than editorials by conflicted doctors. As I have always said, regulators will kick the tires as well, and there are valid critiques, but not adequate to rise to the level you suggest, IMHO. I expect all 4 agencies to enthusiastically approve a systemic advance in the treatment of GBM that shows additional great promise in combination with other immunotherapies that currently have no impact. I expect that probably parties with those other drugs will continue to show support as many top scientists and executives did when the results were released because this is what their drugs need to do their jobs better.
Also, they will view this as a new tool that can advance the efforts against all kinds of solid tumors,!85 just GBM.
Lastly, while the company is hard at work at commercializing, as I indicate above, yes, there may be signs that they could have potential deals that will address challenges some might see over time. We don’t know. But it is not unusual for companies to proceed toward full validation before they ink final deals to get the best valuation. There are some who want them to take the cheap deal, before final validation for whatever reason. Ironically I was intuiting we’d see $7, sooner than later in a process of meditation, and I still believe it, but as just the beginning of a run, not necessarily the endpoint. It’s not a prediction, just let’s call it a third-eye insight. It could be from another me in another dimension of sleep. But I liked the moment of clarity. We’ll see.
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