News Focus
News Focus
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theorysuit

09/10/25 4:38 AM

#787469 RE: joeycav11 #787463

Brilliance of LP. Lmfao. Paid pumper.
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Investor082

09/10/25 9:27 AM

#787483 RE: joeycav11 #787463

Yet she diluted at .22, such brilliance, LOL!
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AllSheWrote

09/10/25 9:48 AM

#787487 RE: joeycav11 #787463

Her goal is to get this new treatment acknowledged and adopted for many indications and as quickly as possible.


How's the "brilliant" CEO doing on her goal? Do you have any functioning brain cells?
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Chiugray

09/10/25 7:00 PM

#787600 RE: joeycav11 #787463

Joeycav, I share your view and optimism. The brilliance of DCVax isn’t just in the science, it’s LPs vision in the long game.

One example to illustrate:
- DCVax-L’s anticipated price: ~$150K for a full 3-year course (year 2/3 boosters factored in).
- For context: CAR-T (Yescarta) price >$370K (to $500K) per patient
- That’s a major cost advantage
- But how…

What had to be seen and built years in advance for this to happen:
- Vision of regulatory change: anticipated UK’s shift to “personalized,” decentralized, and automated therapies.
- UK’s 2025 SI 2025/87: legal framework specifically for decentralized, modular cell therapy mfg.
- Mid-2020: Broke ground on Sawston facility
- Aug 2020: Acquired Flaskworks
- 2015: $70M Woodford financing (groundwork for today?)

Manufacturing challenge, solved:
- In autologous therapies, every patient = a regulatory “batch”. The old model (Yescarta) requires manual, open steps, and specialized cleanrooms. Costs and complexity shoot up.
- Flaskworks/Eden: closed-end, automated system.
- Regulatory “burden” shifts to device (Flaskworks) validation at the control site (Sawston), not at every single patient batch.
- Outcome: time saved, labor saved, costs slashed. Personalized therapy becomes scalable.

Brilliant strategy + Long game = Not a typical biotech:
- Has a low-cost structure for commercializing DCVax
- Sawston/Flaskworks/Eden becomes more than a system, a trade secret, a capability, and a supply chain, it becomes a model that can be replicated for global expansion.
Bullish
Bullish