Ilovetech, Regarding the article: "Pharma Is Pushing $200,000 Cancer Drugs When Cheaper Doses May Work”, it sounds like we need a disruption to the system, as in the DCVax platform.
Hypothesis:
“Low-price” ($150K for 3-year therapy) and “Pay-per-dose” (low-risk) pricing model can trigger a bigger Payoff:
The value equation:
1. Cancer vaccine qualities: DCVax platform -> Holistic immune efficacy + Low toxicity + Immune memory + Tumor agnostic, stage agnostic DCs
2. Low-price: Flaskworks automation/mfg -> Low-price product + Maintain high GM%
3. Market leverage: Low-price × Broad spectrum platform IP + Patents/IP -> High price elasticity
(Competitor constraint: Other high-cost BP drugs cannot do this because their high toxicity and narrow drug profiles typically limit their label/patient access, making their demand “price inelastic” and adoption slower.)
4. Scaling leverage: High price elasticity -> NHS Budget Relief -> Negotiate low-price/patient access -> Payer support (label, IFR, funding patient access) -> Broader, faster adoption
5. Bigger Payoff: Broad adoption -> Massive NWBO sales
Bullish