Beartrap, Great reflections. I can imagine in the future, reflecting back then and going through those same thoughts. Has everything to-date been strategic choices or a convergence of realities?
- The arriving of personalized cell therapy, making artisan mfg models impractical.
- The arriving of tumor-agnostic DC MOAs, confronting the glass ceiling of single-indication approval pathways.
The next one?
- The arriving of Low-price and/or Pay-per-dose pricing model, breaking the system of non-sustainable, too-expensive novel cancer drug prices.
- Because BP is burdened by their high cost mfg and internal high GM% requirements ($200K to $400K+ for a single treatment).
- Because the global realities are tighter fiscal economies and constraints, payers (e.g. NHS) can’t afford to pay that continuously.
Maybe NWBO breaks that glass ceiling…
- Flaskworks/Eden provides a low cost mfg structure
- DCVax is tumor agnostic and embodies vaccine qualities (others don't)
- Together that gives NWBO a major advantage in business: high price elasticity.
- Results in DCVax dominating on the key factor: cost-effectiveness.
- And that speeds up DCVax’s access into various cancer and country markets, as well as gain access to otherwise constrained ones.
Bullish
Market Data 
Markets 
AI
