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CaptainObvious

04/27/24 9:27 AM

#687499 RE: manibiotech #687495

Every year I think 'something's gotta give pretty soon'. Never happens, though.
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User-840664

04/27/24 10:26 AM

#687508 RE: manibiotech #687495

Looks like the company is hoping for approval so they can license it out to other companies. ( probably for a 15% royalty while they don't do any of the work) Problem is nobody wants it because it doesn't really work and the P3 trial was questionable at best. The recurrent GBM market in the UK is very small and PFS failed while OS was tainted with wrongly chosen external controls POST FACTO!
There are also many many more Glioma and GBM therapies coming up to bat. It all looks like a very poor outcome for DCVAX.
A qualified co. would have redone a P3 trial years ago.
The only value NW has is in the patents, and some are expiring. They don't own the CDMOs, any real estate, or anything else of value. If MHRA does not approve, it's curtains... If MHRA does approve in UK, it's a very tiny market with not much revenue to NWBO. Nowhere near enough royalty revenue to support a 1/2 $Billion market cap

All my opinions.