Hey bro (or sis) I’m making an exception and replying to you politely, as I admit you’ve been right and I’ve been wrong for many months.
Also, although IMHO it’s far from “clear”, you make a good point about conditional approval. This is my main concern with the MAA, As there have been several indicators that nice will not be reimbursing anytime soon.
For example, there is the addition of DC VAX to the high cost alternative funding NHS drug list, LPs repeated comments about proceeding with commercialization/launch regardless of nice reimbursement, the simple fact that most other companies would have filed evidence with nice a long time ago and it appears that NWBO is still waiting on something, GZ’s acknowledging that conditional approval is possible (I thought for sure they’d know by now) and of course, the fact that approval is just taking so long, which Baxers has outlined is more common in treatments with conditional approval.
While am bullish at these levels, I am not blind or unwilling to hear, rational parish arguments, so I will not be surprised if there is some form of conditional approval. Because of the safety profile, I still think they get full approval, but I realize that It is possible that the use of ECA’s make it more likely that efficacy could be called into question and they could require some form of confirmatory trials.
Bullish
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