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kabunushi

09/12/24 11:35 AM

#719619 RE: dennisdave #719592

Maximum pressure on the FDA can be achieved once DcVaxL is approved and is rapidly finding acceptance as the SOC for GBM in the UK. Any wait seems intolerable to some investors, but you can't always get what you want as soon as you want it. NW does need to get payment arranged asap to make that happen. Once the MTD is rejected, they will have good leverage for negotiating a quick settlement for several hundred $M with the MMs for working capital. MMs will have good reason to cough up $200M immediately vs resisting settlement indefinitely and being forced to pay close to $1B later. NW has the civil lawyer of the year to drive the settlement. If they can get the MTD and NICE payment agreement in place anytime soon, the stock will be trade north of $2 even before they apply to the FDA.. Much lower than longs, want but a lot better than .30, and very ready to move to the next level once they have the next phase 3 trials going and make the application to the FDA with strong leverage from having DcVax available at no cost to all UK patients even if still limited to numbers they can produce manually.

The whiners will whine ceaselessly in any case but I can see NW being very close to self-sufficiency via lawsuit settlement plus revenue in the UK, and being in reach of large profits in the US with reasonable expectation of FDA approval. IMO the reasonable expectation of FDA approval will drive a higher price once they apply.