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Investor082

10/31/25 9:29 AM

#795736 RE: kabunushi #795707

Without reimbursement approval, they wont hit more than $10-15M in annual revenue from DCVAX-L in the first year. So they wont even end up using capacity for 100 patients. Take that to the bank!

Specials program is a strong indicator as to how many patients are able to pay out of pocket for such a high cost therapy.
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WideEyed

10/31/25 2:30 PM

#795824 RE: kabunushi #795707

kabunushi,

Some longs might think that NW can go from 0% to filling 100% of artisan capacity in less than a year but I'm guessing that is unrealistic. I'm very open to hearing other opinions if they are backed by reasonable analysis.



You can't see capacity of Sawston going to 100% capacity in a year; Sawston which will be the only effective treatment for GBM for the WHOLE world. Hmm. Here's an analysis to match yours. Take your hands away from your eyes and unplug your ears.
Bullish
Bullish