Zadie, There may be nuances with using L or Direct, vs using both, to treat an individual cancer patient, but I think in the future, practically, you will only need DCVax-Direct, not both. Direct and L will both have the superior cancer vaccine qualities that no other drug has, but Direct will just be the next-gen product. I say practically as I am also factoring in the cost and time to first-dosing factors.
Just playing around with some broad strokes and thoughts:
DCVax-Direct is roughly 4X better than DCVax-L
- Costs reduced by 2X (no surgery, no lysate processing)
- Time reduced by 2X (fewer steps)
- Simpler
Why
- No surgery (no tumor lysate to obtain antigens, saves cost and time)
- Fewer DC mfg steps (no ex vivo lysate to DC antigen loading, maturing)
- Direct may be just ~3 weeks from cancer diagnosis to first-dosing
- Time is short enough that chemo/radiation might not be needed
- As opposed to L's time to first-dosing is longer (so would doctors do chemo, tbd?)
- If no chemo, that saves ~6 weeks, money, side effects, drugs management, and recovery
Earlier and simpler should improve overall costs, therapeutic results, and quality of life.
Bullish