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News Focus
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dstock07734

11/17/24 10:04 AM

#732630 RE: exwannabe #732624

Are these acquisitions about precision medicine? Something like ADCs, T-cell engagers.

Enlighten us what is the hardest part in developing precision medicine.
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biosectinvestor

11/17/24 10:44 AM

#732633 RE: exwannabe #732624

A lot of those deals go bad or don't ultimately pan out.

And the fact is, there has been so much misinformation and noise around a treatment that has never had a similar exact treatment approved before, as this is entirely personalized, so it would probably be controversial for a CEO at a BP to sign-up for the kinds of dollars that this could potentially command if it were approved, prior to approval.

So it's likely, until that approval, they won't have offers they can reasonably consider, if executives believe, as it seems surely that they do, that this is headed not just for approval, but for blockbuster status eventually. This is not an area swarmed by the entire field of Oncology. Most are focused on RNA Vaccines and TTF, even though TTF is not really a likely super solution, it is approved and has no industry trying to disturb it, and it generates a sizable income for practitioners in the field who clearly do not want to see that income disturbed by some sort of easy to administer, doctor office given, no side-effects giving treatment that leaves substantially less money on the table for the clinic and doctors to partake in. And for RNA vaccines, you have big Pharma and they are going to doll out cash to get to approval to anyone looking to partake. NWBO doesn't have that kind of money. So established players with interests to protect are going to be very hostile. No big Pharma wants to walk into that, with a substantial offer of cash and support, without an approval of some sort. But that dynamic, I believe and expect will change when they have at least one approval and hopefully multiple approvals ultimately.
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theorysuit

11/17/24 11:06 AM

#732636 RE: exwannabe #732624

This is how big pharma deals work for unapproved drugs. They throw some small money (to them) upfront and then layer it in with milestone payments and they can exit at any time they want. Approval would be one such milestone.

But Kool aid drinkers here make up some shit to fit the narrative. You cant argue with them because they are always right. Lmfao.
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dennisdave

11/17/24 11:24 AM

#732638 RE: exwannabe #732624

I didnt claim it never happens you provided some expectations good for you.

Would I have rather seen a PR last week where its announced NWBO entered into a deal worth $ 350 million? Ofcourse. Also because it would wipe out shorts such as yourself. Post-approval deals are more typical when the drug demonstrates blockbuster potential or when biotech companies lack the resources to expand globally. DCVAXL has blockbuster potential