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improving

02/12/25 7:41 AM

#748874 RE: JFR161162 #748869

JFR, Good discussion of the cost effectiveness of DCVax by Peter Davis on twitter.

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ATLnsider

02/12/25 10:15 AM

#748901 RE: JFR161162 #748869

JFR, I do agree that the cost to manufacture DCVax-L will decrease after the Flaskworks EDEN devices are approved to be used in the manufacturing process. In my opinion, the most important advantage of using the EDEN devices is the ability to significantly scale production of DCVax-L at the Sawston facility in the UK.

However, over the long-term, the Sawston facility, outfitted with dozens, hundreds or even thousands of EDEN devices, will need to replicated worldwide. This will eventually be needed in order to scale production to treat hundreds of thousands of nGBM and rGBM patients every year, around the world.

Beyond that, after tumor / tissue agnostic approvals worldwide, DCVax production capacity will need to be exponentially scaled again to treat millions of solid tumor cancer patients every year, around the world.

It will be very important and critical that NWBio will be able to charge a fair price for DCVax, not just to meet current or short-term demand, but to eventually meet the long-term demands of all solid tumor cancer patients. NWBio will need to invest billions globally, either directly or through CDMOs, in order to meet the long-term demands of all solid tumor cancer patients.
Bullish
Bullish