Flipper, thank you for going through that post and sharing your thoughts. Like everyone else on the Board, I hope you're right. I think NWBO has a head-start of about 2-3 years. BMY taking a step back to consolidate on it's nivolumab + Yervoy combination for NSCLC does give us some space...for now, but Merck is firing on all cylinders on it's MK-3475. As is probably Roche, on it's anti PD-L1 therapy. Add to that Novartis + UPenn's Carl June's CAR/TCR therapy, and in a couple of years, Juno, and then cancer metabolism with the likes of Agios, and other nimble and well-funded players..and a proactive FDA...and we really are speaking of a very crowded space 2 years outward.
Must add that's all very good for patients. And it's important to keep that in mind as most of us, or our loved ones, are likely to suffer from cancer at some point in our lives.
We've all agreed that combination therapy will be the way forward. And given how crowded the space will become, it is vital that NWBO uses it's head-start to build mindshare amongst oncologists. And the only way it can do that is to ensure enrollment is ontrack. It needs that sense of urgency that someone had mentioned here. As of now, much as I'd hope your prediction comes true, Flipper, I don't think we have the numbers just yet. Germany will be very important in ensuring we do. As of end-Dec we would have had about $25 million in the bank. The deal with Cognate will ensure a reduction in the cash-burn, to an extent. This is the best we've been financially for, perhaps, ever. We just need a palpable sense of urgency to take over now and get cracking on the enrollment milestone. I think an addition to the team can act as a catalyst. Let's see.....
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