Hankman- the DC platform IP moat- the Roswell IP and its associated value to nwbo….” I a sure something was there”. A simple explanation as to why is that, those Roswell patents could represent a work around of DC based treatments and complimentary DC IP such as MSDC ——-LP is building the DC platform IP moat when bringing in Roswell IP.
The MSDC! It does what CI does right - dealing ith the immunosuppressive layer; but no toxic is the key. And when combined with DcVax, LP is expecting it to do wonders ..... without the need of CIs to cure cancer. All imo.
What is offered is a counter to checkpoint inhibitor resistance. This of course helps checkpoint inhibitors work better but also DC therapy work better. This is likely the big reason for some of the angst expressed here by those perhaps tied into big pharma by heavy investment or other. This tech would have helped big pharma leverage their products better with regard to positional importance in combos or other with L too. Bottom line, this agreement means more potential leverage lost by big pharma. They now need NWBO more than ever. Let’s see how long it takes for Mr Market to figure this out. Best wishes.