Hi Chiugray, and maybe think about them as range of potential market size as well as potential market cap, not necessarily actual. Obviously much depends on assumptions, execution, ability to deliver DCVax-L and various other factors. But in terms of the opportunity ahead, many want us to presume that based only on brain tumors and the UK, you can’t expect much, and I think just looking at the basic potential says otherwise.
They will try to distract with other arguments as well, no doubt. But the basics are all there for massive growth and opportunity, not even looking beyond to a general cancer vaccine and other opportunities which I think will also come more rapidly than some want to suggest. Not immediately, and clearly the company wants to meet the most obvious and clear demand first, and some doctors will be forward thinking and have patients who want off-label options.
This has major potential and there are people saying it’s a tiny puddle. The market may believe a range of narratives. I just wanted to rationally discuss what I think is potentially reasonable. Some of the numbers may ultimately come in smaller. They might not get as broad a label everywhere for brain tumors maybe? But I suspect the new data, and past decisions by regulators suggest they are likely willing to give the broadest label.
Right now, the way shorts seem to want to keep it down is by not being so uncredible as their old arguments would be at this time, and trying to downplay the opportunity, even if they get approved.
News 
Market Data 
Discover 
AI
