They're not going it alone if they have the support of CRL and Advent to actually make and deliver the vaccines. Frankly, I don't believe the BP's are situated to make personalized products, they can bring in a great deal of money, but they don't have the support for it. I see NWBO stepping back and letting CRL and Advent handle everything with regards the logistics of scheduling, receiving the patients materials, making and storing the vaccine, and distributing it on an as needed basis or to agencies that have the required facilities to handle all of a specific patients vaccine.
I suspect that CRL will utilize many of their worldwide sites to maintain the vaccine supply near the point of use, though they may only use a limited number of sites to make it.
All I'm saying is that NWBO doesn't have to grow dramatically to have a massive presents worldwide with it's vaccine. If we're right about DCVax-L and Direct working with many solid cancers, NWBO won't need to develop a tremendous product line, like a BP to be tremendously successful. Both of these products should be blockbusters many times over if they're used as SOC treatment on most solid cancers. This is not to say they cannot improve on their technology, in fact they'll certainly be trying to do so to extend patent rights, but by the time the patents run out, none of us should really care, we'll be so wealthy that it won't matter to us at all.
I've often mentioned IMGN, many years ago they abandoned their manufacturing capability, I frankly am uncertain who's making their commercial drugs. Clearly they have the labs need to develop new products, but what I'm getting at is they don't need to employ tremendous numbers of people. No doubt they're building a sales force, as sales increase, but they, and we, frankly have products that patients, and knowledgeable Doctors will want. I really don't believe I'll see the commercials for the products of either company on TV the way I do many of the products we discuss, like Keytruda, they have competition in their products, at this time I don't believe either company will for the products being approve in the nearby future.
If NWBO gains approval for solid cancer, I suspect they'll need to really crank up the assembly line for the EDEN unit, and get St. Gobain's Glass do the same for the disposable cassettes. They may have the cryogenic capability needed to meet the demand, but I suspect that CRL will expand to far more than Memphis for production, and Sawston will be built out to it's last sq. ft.
Gary
Bullish
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