Reefrad,
I believe Linda is working on something through back channels for an interim more independent approach. Navid’s skills are not in any area of real strength outside of finding potential backers, being able to explain the tech to them and how they plan to move forward. The proximity to the introduction of Flaskworks now gives him the ability to forecast the potential of future growth in terms that a backer can understand and deal with. He also can explain quite well what happened when Mr. Woodford backed out right when Flaskworks began to be worked on in earnest. The bump in the road very likely was the need for closed system, more automated manufacturing for broad scale ramp up with reduced costs that would make the treatment affordable on a broad scale and that was going to take an indeterminate amount of time to develop and get approved. This is the value driver for this tech. No this does not stop approval but without Flaskworks the ramp up rate is slowed considerably and not a major investable commercial model other than as more of an expensive research model project instead of a bolt on franchise that will help with combo patent protection. That hurdle is no longer an indeterminate factor as what they have is already workable but is worth tweaking just a little more to make sure competition can’t compete at the same level or better soon after its launch into commercial scale production.
By the way, did you see dstock’s article discussing Merck’s failure to broadcast their research on their injectable Keytruda? Increased risk of death vs the IV method. Same with BMY’s. Oooops, problems that point back more to absolute need for DCVax-L and folks wonder why there has been spoofing, nonstop FUD and a negative price move while on the cusp of L approval. Longs need to understand what is going on and dig into what that means for them while management is being made to “look bad” as they take on this challenge independently and head on. Best wishes.
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