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Zadie420

04/30/24 10:55 AM

#687996 RE: Single Stock #687995

This is just from U.K. If I am not wrong, the other nations in commonwealth will follow U.K approval.
Also, once we get U.K approval the process for FDA approval would be much faster.
In addition, if there are combo trials with financial incentive we may get much higher PPS.
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manibiotech

04/30/24 11:09 AM

#688009 RE: Single Stock #687995

There are 2-3K new cases in UK . Patients who had tumor removed already won’t be getting dcvaxL. You can’t count all the existing patients irrespective of their current status as addressable market
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meirluc

04/30/24 11:16 AM

#688013 RE: Single Stock #687995

The most recent estimate of new cases of glioblastoma diagnosed
in the UK each year is roughly 3200. At least that is what I found.
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iclight

04/30/24 1:18 PM

#688055 RE: Single Stock #687995

50% of total GBM patients were not represented in the trial based on inclusion/exclusion criteria so why would you assume 50% penetration? Even if one believed the numbers against a real control arm and not the bullshit ECA, the trial represented GBM patients with the best prognosis. Less than 30% total GBM population. And of those, the benefit is miniscule. Who do you think will pay for this? Not the MHRA.

So yeah, your numbers are pie in the sky bullshit. Might as well claim all of the UK population will get it for the prophylactic effect.
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theorysuit

04/30/24 1:27 PM

#688058 RE: Single Stock #687995

have you checked the NICE max yearly authorizations for CAR-T.....it is in the 100s. 12k not happening in the UK. yall need to realize, the UK is not where you go for higher priced therapies if you are looking for reimbursement from NICE.
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FeMike

04/30/24 1:29 PM

#688059 RE: Single Stock #687995

Increase your multiplier and decrease your revenue.
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User-840664

04/30/24 1:36 PM

#688065 RE: Single Stock #687995

Ummmm,...The real # is about 2-3,000 total cases per year in UK
That being said, NWBO might get 20 % of them in the best best best case,, Maybe 600
Furthermore, the 150K POUNDS goes to Advent for billing, ( NOT NWBO) and NWBO gets a 15% royalty ,... AFTER EXPENSES to Advent.
So if their expenses are 75k POUNDS, ( just estimating here) NWBO would get about 10,500 POUNDS per patient treated..
600 patients X 10,500.00 = 6,300,000.00 for a grand total of revenues in POUNDS on 600 Patients.. A far cry from a $600 Million market cap! And that is even if NICE decides to reimburse all 600 patients at 150K POUNDS per !!!
You really need to educate yourself! You have been bamboozled... IMHO and nobody else on this board seems to get it either.

*MHRA also states that NO APPROVALS will be issued WITHOUT the results from pediatric trials, which NWBO has not begun yet.


All posts are my opinions based on my DD.