600 million dollar company ….. is also the current market cap for NWBO. Nothing has been said by the company since the ASM except who they don’t bank with. They could have told us about the 3 million “down payment” or loan. They could have told us about the Australian patent or Canada patent that happened recently. They could have told us a lot….but haven’t
The only difference is IMMU had already received US FDA accelerated approval and was on verge of filing for full approval. And they were not cash starved like NWBO. I'm not sure why anyone would bring up all solid cancers pipe dream when no trials are currently in place. But yes I agree there will be no other company sponsored trials under this management. And if a hypothetical bid does happen on UK alone, the BO would definitely be single digits IMO.
There is no comparison between the two. DCVax-L can trigger immune memory so that recurrence can be prevented. No other cancer drug would be able to do this.
Trodelvy was for a niche cancer cancer indication, triple negative breast cancer, while it's a monotherapy not a platform treatment. It also already has competition most notably from AstraZeneca and Daiichi Sankyo's Enhertu which showed great results at ASCO 2022. DCVax worth a lot more than Trodelvy.