skitahoe
24 minutes ago
As I understand it, whether manual or EDEN it takes just under 8 days to make the vaccine. Some believe the EDEN may be optimized to do it quicker, but I'm not aware if that's the case, and if it is, how much quicker. Best to figure roughly 50 batches a year from each tiny cleanroom or each EDEN.
I certainly don't know, but if excess material exists for patients who're no longer with us, but for whom DCVax-L has been made, I'd hope they could use the excess material and make DCVax-L in the EDEN for comparison purposes. I don't know that's possible, but if it is I would hope a decision on the EDEN could be made rapidly.
Gary
skitahoe
1 hour ago
I agree with you there completely Kab. I just believe that trials using the EDEN can be permitted before full approval come, at that could be just a couple months from now.
I have no idea if LP is looking to surprise us all by having the Brits examine the EDEN at the same time they're evaluating everything else. Not saying this is the case, just looking at possibilities and why a 150 plus perhaps 60 day process has taken over 250 days, and counting. I feel over 99% certain we'll get an approval, it's possible that it will be conditioned on further trials, but hopefully they'll permit the use of other therapeutics, like Poly-ICLC, which better than triples the 5 year survival seen in the Phase 3 without it.
Gary
skitahoe
3 hours ago
I've watched and sometimes been invested in biotech's whose price fell after approval, it could happen here, but not at these prices. If by the time we actually have approval our market cap is in the $2 billion or greater area, then being down post approval is possible, but if approval comes at anywhere near the current price we should rise to something over a billion after approval. I could be substantially more if media coverage is very positive, but if not, over a billions should be a certainty.
Gary
skitahoe
3 hours ago
Buy the rumor and sell the news may be a good strategy for traders, especially day traders, but while prices sometimes do come down after the news, the long term investor is often well rewarded for holding and allowing the share price to grow. There is a great deal of good news that can be anticipated over time after initial approval, it comes over many months or a few years, but as approvals grow it leads to revenue growth, ultimately earnings will dictate the price warranted by the stock.
It's my belief that NWBO on the strength of GBM alone with worldwide approvals will be earning billions. No telling how high up is if ultimately the DCVax's are used on multiple solid cancers. With growing revenue for the foreseeable future, I believe NWBO will warrant a P/E of 30, or perhaps even more. If earnings were $2 billion that would give a market cap of $60 billion, if we had 1.5 billion shares outstanding at that time that's a $40 share price. I don't believe it will take that long, but if it took to the end of this decade to get there would anyone object to well over a one hundred banger by then.
Of course anything is possible between now and then, a buyout ends it all, equity partnerships may boost the price farther, faster, but if NWBO's only partnerships are for running trials where the DCVax's are combined with others products the growth can still be phenomenal. Does that mean, don't sell a share, certainly not, sell shares, options, whatever you wish, if you sell out completely I'll wish you well with what you do with the funds. Personally I'm looking forward to when NWBO's at or near double digits and options are available, I'll be looking to make pocket change perhaps approaching six figures annually from selling out of the money calls on a small percentage of my shares. I don't mind getting interest from some of the shares being borrowed, I really don't believe they're at risk and as the share price rises, this too could bring in tens of thousands or more annually.
Gary
learningcurve2020
5 hours ago
Could've had a nice article like this but they passed on it AGAIN.
https://www.oncologynewscentral.com/article/after-astounding-survival-results-in-sclc-updated-data-raise-question
Btw,
>>“Cisplatin is our long-held standard for limited-stage small-cell lung cancer. We would often reserve carboplatin for patients who were not robust enough for cisplatin, patients who had comorbidities, impaired renal function, so one might suspect that, in the cisplatin arm, we might see younger patients with better performance status, and that’s exactly what we do see,” he said.
XMaster2023
6 hours ago
If no BP is interested, why are you here 24/7 posting diversionary comments? Bad stock, Bad Management, etc, etc, etc. Only one reason. To try and create a smoke screen so the market makers can drive the price down. If you’re not on the site, new investors will buy at these prices which are worth more than the current SP.
You are an integral part of the manipulation effort and deserve to be prosecuted as such.
flipper44
6 hours ago
How could I possibly know what payout terms would be? I did not contradict myself at all.
Answer this. Would you make a combo deal with a company just before it was known whether or not their product was approved. I’d say, no, you would not.
This was my first question in the thread.
Don’t be dense. If you were the CEO of another company, would you pay for a combo deal if DCVax-l was not approved? No. So your point is moot.
Yet you say, effectively, there can’t be any interest by big pharma, because NWBO has not entered any combo deals yet.
That’s just poor logic. It’s dumb rhetoric. Does it mean there is interest? No. Does it mean there isn’t interest? No.
kabunushi
6 hours ago
Here is the path to biologic equivalence according to LP at the ASM [highlighting below is mine]. What part of no clinical trial is required don't you understand? Please explain where you get your claim that a clinical trial will be required to certify Eden for commercial production.
So now that the adaptation for clinical grade GMP, that design work has been done. The remaining steps are; complete the the streamlining, or condensing some of the portions of it, get the units ordered, have the units delivered, and then Advent will need to conduct a large amount of, what are referred to as, engineering runs. They're practice runs. You have to run, do practice runs with the Flaskworks machine in the Sawston facility, collect all the data, compare the data with the data from the DCVax products produced by the existing manual process, because they have to show, they have to demonstrate to the regulator, not only that the Flaskworks machine operates properly, doesn't shed particles into the clean room air, things like that.
We have to show that it produces a product that's the same, or as close to the same, as a biologic product can be. So they'll be in addition, after they do all of these engineering runs, and they collect all the data, they'll do comparability studies, equivalency studies, and collect the data from that. And then all of that will be submitted to the regulator, and the regulator will give approval. And this will all be going on, these are all things, all going on in parallel. Right? So this will be going on over the coming months, at the same time that the MAA process is going on, and the same time that the inspections are going on, and so forth. So it's not stretching out, you know, to infinity. It's parallel. What else on this? I think that's enough.
kabunushi
7 hours ago
What LP said about Flaskworks at ASM 1. LP said very clearly in the ASM was that they were not going to wait for Eden to be ready before they start commercial product shipments. 2. There will not be any clinical trial required to move from manual to Eden production.
Another big priority, in this grouping of top priority, is preparations for commercial launch. There, we've been working on this for years, as I've described, but there's still a lot to do. We're very excited about working on this. First off is, we anticipate that we will be beginning commercialization using our existing grade B labs. So we're gonna be pursuing the build out process for the grade C labs as rapidly as we can, but we're not counting on that to get started with commercialization. We're able to get started with our existing B labs. We will, and likewise, we, a part of this preparation for commercialization, will be finishing the process that we described with the FlaskWorks machine.
So now that the adaptation for clinical grade GMP, that design work has been done. The remaining steps are; complete the the streamlining, or condensing some of the portions of it, get the units ordered, have the units delivered, and then Advent will need to conduct a large amount of, what are referred to as, engineering runs. They're practice runs. You have to run, do practice runs with the Flaskworks machine in the Sawston facility, collect all the data, compare the data with the data from the DCVax products produced by the existing manual process, because they have to show, they have to demonstrate to the regulator, not only that the Flaskworks machine operates properly, doesn't shed particles into the clean room air, things like that.
We have to show that it produces a product that's the same, or as close to the same, as a biologic product can be. So they'll be in addition, after they do all of these engineering runs, and they collect all the data, they'll do comparability studies, equivalency studies, and collect the data from that. And then all of that will be submitted to the regulator, and the regulator will give approval. And this will all be going on, these are all things, all going on in parallel. Right? So this will be going on over the coming months, at the same time that the MAA process is going on, and the same time that the inspections are going on, and so forth. So it's not stretching out, you know, to infinity. It's parallel. What else on this? I think that's enough.
flipper44
7 hours ago
Nope, you added contingencies. BP show interest all the time by working through third parties. I once bought shares in a company making an antibiotic, it was bought for cheap by a small bio, I left with little profit, then that second small bio was bought for a much higher percentage and was gulped down by a large BP (Pfizer) just a couple months later. Large BP work in mysterious ways, and demonstrate their “interests” methodically.