Hopeforthefuture3,
Maverick_1 made money on NVCR too. Investors are looking for opportunities to make money and NVCR created that which can’t be denied. The Optune device also did garner some support by patient advocates because it appeared to offer some benefit to some patients based on some data. The Phase 3 L trial also added some data points that seemed to indicate some synergy between L and Optune though the data was limited.
I believe the issue comes down to who has the best chance to capture the available healthcare $. Rapidly increasing healthcare cost is not sustainable so expensive biological and combos really can only be an interim step to discovering a less expensive pathway to better outcomes. This means a threat to all expensive treatments and the reimbursement discussion on this board actually reflects this to some extent.
DCVax Direct is a very real threat to everyone in this space because it is not only much cheaper to make than L but also does not require surgery to remove tumors and given properly will control the tumor microenvironment in such a way as to prevent premature checkpoint intervention to stop the immune response. That’s a major problem for the whole industry which really won’t take many years to prove because of how effective Direct has been made to be. No one has enough money to make that problem disappear. This is why valuation numbers are centered only on L in GBM, rGBM and maybe other lower grade gliomas for NWBO longs to contemplate. This is also why ATLnsider and others are saying they are going to hold on well past any initial pop when others would typically come in and buy out retail on the cheap.
The “end” that I have spoken of over the years is validation of Direct as tumor and tissue agnostic with manufacturing fully approved and in place for ramp up. Anyone who thinks that big pharma is not concerned about getting control of their future because of this is not priority one probably misunderstands why no big pharma has made a realistic public offer to partner with NWBO. There would be a MAJOR bidding war if something else was not worked out first. Partnerships or franchises don’t necessarily need investor approval and helps contain survival mode craziness that could be very disruptive and damaging to the industry. Best wishes.
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