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06/27/24 8:52 AM

#701458 RE: vator #701452

vator,

Any partnership talk with NWBO must include the impact of what NWBO has to offer on the partner’s interest in development of it. By now you and any other investor or potential investor should understand, or figure out shortly, that L and Direct are principle drivers of value for all future treatment of cancer. They are the foundation upon which others can build. Big pharma is not monetarily incentivized to acknowledge this. As a matter of fact they have spent many billions of dollars on trials trying to work around the need to be tied with DCVax in the future at all and make as much money as possible in the interim before they might be faced with second place or lower offerings to patients.
The big issue is that NWBO has patent rights to be tied into the checkpoint inhibitor industry as the primary source of improving outcomes and safety associated with their use. Big pharma has made a lot of money over the last 10 years with their checkpoint inhibitors since their own research proved that DCs would help their products work better and safer. The delay in getting a known safe treatment with trending evidence of positive effect to patients has been caused by “the process” of approval and development of commercial scale manufacturing for this personalized treatment. This gave big pharma the chance to earn these huge profits that they would never have been in any hurry to give up or reduce. That has always been a part of the equation and part of the discussion on this board for quite some time.
So no, I don’t believe there was any good partnership discussion that would have aligned with your numbers and what’s more, I don’t believe a favorable partnership with big pharma would happen until it absolutely made sense to or had to for the sake of relevancy. Best wishes.