Doc, I agree with you that both are waiting, but I believe it's the approval of the EDEN unit they're waiting for. None of these companies want to build more tiny cleanrooms or occupy the larger rooms the have to make only one batch of the vaccine at a time occupying the entire cleanroom in making it manually.
I frankly don't know how their agreements will be structured, it could be everything from NWBO being paid to the other way around, NWBO paying. The difference is what the CDMO gets to keep from each batch.
I don't think it will be too long after the EDEN is approved that we'll learn about how the company intends to supply the vaccine worldwide. I believe that CRL will play a big part here and Advent will serve Europe, etc.
Gary
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