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antihama

05/20/24 7:36 PM

#692851 RE: dennisdave #692771

I haven't really been following Outlook. Hopefully, the differences in Outlook's and NWBO's drugs will cause differences in the trajectories of their share prices. Yes, I'll go w the EU share of the market is 15-20X bigger than Great Britan's but Outlook will be competing as 1 drug among many (I think) in non death situations where DCVaxL could possible save your life. Then again NWBOs market value is ~3 times higher. If NWBO gives us further guidance at approval (or at the ASM?) that behind the scenes stuff was going on w the applications/moving towards approval w the EMA/FDA that would open eyes too.

On the "What makes you say Hmm" front - The difference in PR philosophy between Outlook and NWBO. Outlook announced the validation of their MAA to the EU back on Dec 22, 2022 w a potential approval decision in early 2024 and they got a positive CHMP opinion on March 22,2024 and stated in that PR "expected within 67 days" (still not approved I think). Of course, we found out our application was validated via the 10Q. The other thing about that, well, the longer timeline for the EU. Hopefully, the MAA is treating our life saving drug w a much speedier timeline. Hey, wouldn't a much speedier timeline be a strong positive in how the SP will respond too?

I guess what I'm trying to say is it's not comparing apples to apples.