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biosectinvestor

12/22/23 5:58 PM

#658468 RE: skitahoe #658018

Sorry Gary, I don’t agree. Leading and sales, not really a huge difference. They will set-up manufacturing with the staff and location that they want, to make DCVax-L. That should be the priority. Giving, selling, leasing machines to others to control and backwards engineer is not a reasonable business model at this stage of their development. It simply isn’t. I doubt it will ever be, but certainly not at this stage. It would be very naive, it adds no value, it loses control of key technology, and it’s a drug. They are not selling recipes, they are selling a drug that is personalized, made in one large batch and centrally managed, frozen and distributed to the right hospital and person after maintaining each shot in carefully measured and pristine condition until the day it is delivered exactly to the right person at the right clinic. They may disperse that centralized facility, but they will need to keep careful control over that process or they will never be licensed.