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manibiotech

05/06/26 12:47 AM

#824631 RE: Doc logic #824626

Regarding the monetary/loss part of your post, I have to disagree. They are selling a million shares a day or so now . If upon approval and esp NICE approval along with it , SP goes up conservatively to $1 , they can sell much fewer shares per day and still be able to absorb the loss for few months till Flasworks is ready. NHS reimbursement will still be covering substantial portion of the cost for those few months .
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skitahoe

05/06/26 2:36 AM

#824633 RE: Doc logic #824626

Doc, you might want to look at my earlier post, but I'll repeat the idea. If NICE agrees to a quarter million for a full course of treatment with DCVax-L, what difference does it make if artisan production costs $25K and EDEN costs $10K.

If you remember correctly Advent was talking about adding shifts, to me that means it was possible to make the vaccine with just the day shift if they wished. It takes 8 days to make the vaccine, if it took full time of a single employee, how much could that possibly cost. Let's say it's 8 hrs. a day for 8 days, that's 64 man hours, what's a fair hourly wage, let's use $100 an hour which equates to over $200K a year, that's $6400 in labor time. Of course, if one employee can work 2, 3, 4 cleanrooms at a time the number goes down dramatically. I don't believe it's the cost of making it manually that makes it so different than the EDEN, it's the cost of building thousands of tiny cleanrooms and keep them operational. We have the 20 tiny cleanrooms, they'll add little more cost, but we don't want to build thousands more of them.

I don't believe that NWBO will have any problem at all providing DCVax-L right up to their capacity at a price that they and NICE agree with. I don't know how it will be structured, I'd hope they get something up front for making the vaccine, then so much for each dose with the sum if all doses are given exceeding something in the $300K range. If they average $200K or more per patient.

Gary
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jesster64

05/06/26 11:16 AM

#824686 RE: Doc logic #824626

"numbers of patients wanting treatment without actual access will grow very rapidly and create problems which will only grow worse when DCVax gets recognized as tissue agnostic and much more effective with Poly ICLC and combos"
So your basing your comments on dcvax becoming tissue agnostic? Its taken them 2 1/2 years just for one type of cancer approval. Tissue agnostic one day, yes, its possible. But the time it will take for submitting and getting approval for that should be more than enough to complete flaskworks and buildup, especially with revenue for GBM treatment.
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Investor082

05/06/26 1:59 PM

#824734 RE: Doc logic #824626

So what you are suggesting is that NICE will not reimburse for at least the next 2 odd years until Flaskworks/Eden is commercially certified.

Furthermore, if and when NWBO finally manages to get Eden/Flaskworks certified commercially say in mid 2028 (which in itself is extremely uncertain given NWBO’s history) then they still won’t be able to make even decent profit in the UK because NICE won’t reimburse much per patient. Otherwise, you wouldn’t be worried about a loss with manual production.

Which one is it? LOL! ;)