With PPHM after twenty years they finally brought in a consultant (Genetech’s Dr. Garnick) to get to the bottom of it. He stated on a call that he knew how to end a drug if it wasn’t promising. As an investor that wasn’t very comforting, but it was necessary because the execs had no intention of letting go.
“Otherwise why wouldn’t a company struggling to raise cash and survive submit evidence by now.”
Here are four major reimbursement advantages that amazingly converged over the past month to strengthen reimbursement chances/amount for a therapy like DCVax-l that submits evidence to NICE around this month instead of earlier.
1. QALY threshold officially raised, effective date April 2026. (Announced around December 1, 2025)
2. Ten year data from last randomization reached. (November 6, 2025)
3. UK will substantially reduce clawback tax to innovative drug corporations, thus making it cheaper for them to do business in the UK. (Announced Today, December 10, 2025)
4. Tariffs removed by USA on therapy exports to U.S. from the UK. (Announced Today, December 10, 2025)