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ilovetech

07/15/23 8:30 AM

#610018 RE: dennisdave #610017

dennisdave - Would you then sell the company for say $3? I wouldn't, and I don't believe Les would either. So unless there's a serious offer with a serious number, Les would have no choice, but to speak in terms of GIA. What's he supposed to say, "well, good question, we haven't gotten any serious offers, but we do have a company for sale sign listed, because as you say, we're not structured to run the business, so we might have to take the best offer sooner than later? Or maybe there is a deal, but he's under an NDA, and he can't breach it. If that's the case, again he would have to come off as he did. Personally, I don't believe manageable has prepared themselves for a second career. A development concern is not a full blown commercial one. But these folks aren't stupid, and the last thing they would ever do is to come off desperate. But that's what you make it sound like, and there's no way they would ever present themselves in that manner.

ILT
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aesop1

07/15/23 8:32 AM

#610019 RE: dennisdave #610017

They struggle with an app and need consultants to do this. I cant believe dude said this about sales and the double checking of the app. This guy should stop talking, it's embarassing. There is no way in hell they can set up selling this drug with no personnel with experience. No shot. If these guys try and sell the drug themselves you should look for the exits. I think UK is the end of the line for them. Maybe just maybe they can do the US app, but I wouldn't bank on the US approval to be smooth. Take some profits at UK approval definitely. You should look at the company I mentioned earlier. I rest easy with their leadership, execution and communication. This thing here is just a cluster.
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hope4patients

07/15/23 8:39 AM

#610021 RE: dennisdave #610017

The majority of neurosurgeons have absolutely nothing to do with brain tumors. They do spine surgeries. Your post is misinformed.
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biosectinvestor

07/15/23 8:40 AM

#610022 RE: dennisdave #610017

That’s really not how this kind of treatment works. There are usually limited facilities and hospitals that will do this kind of surgery. And more likely than not, those top centers become the focus. Other centers will follow or be left to obsolescence.

All the people commenting on marketing have no idea what they are talking about. Moreover, a product like this will also be driven by demand.

As for going it alone, just because they are alone at the moment doesn’t mean they will be after approval and they don’t need a partner at this moment.

They are driving. Not you. They’ve gotten this to this stage, not you.
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Horseb4CarT

07/15/23 10:06 AM

#610066 RE: dennisdave #610017

What will limit is production capacity and throughput driven by the number of new and recurrent cases of GBM that are candidates for treatment each year.

Yes there will need to be liaison positions staffed or contracted out. You won’t need to shmooze the docs and offices like trying to sell company A pills versus company B pills.

There will be growing pains and learning for any entity experiencing tremendous demand growth.

I’m not ruling out that a sale won’t happen but it would have to be one that assures the best interests of the DCVax platform and value to the patients.