They are so far distant from each other in the science. Remember no one wanted to touch Dr. Stirlings Celgene drugs because the original compound created birth defects, now look at Celgene $10,000 would have made you 10 million+
CYBR will be $100+ by spring
this will be $100+ spring 2015.
DCVax-L could in very short order replace Avastin for rGBM after potentially becoming SOC along with temozolomide for ND-GBM (Temodar being generic also assists in subsidized costs). Data on some 276 patients would dwarf the open-label patient population with rGBM being treated with Rindo. Not to mention open-label data that will have accrued on rGBM patients treated in German via Hospital Exemption
Given the choice to subsidize one or the other (insurance carries will not bear the burden of subsidizing two novel therapies for the same indication), insurers and doctors would certainly choose DCVax-L over Rindo. Also, should data indeed show such an improvement over SOC, the Ph III DCVax-L trial would be halted mid-2015, and a BLA filed. CLDX has to wait until at least early 2017 to learn Rindo's fate. DCVax-L would have been approved long before CLDX receives top-line data on their Ph III trial (let alone begin the process of filing for approval, a process that can take upwards of a year).
See SA article
from a drug that caused birth defects. He was up against it and prevailed BIG TIME. Taking Celgene from nothing. This imo could prove even bigger. Shorts tried to bury Celgene early too !
When considering the above, NWBO has the potential to fare as well or better than JAZZ, ONYX, PCYC, ICPT and a host of other small biotech companies that went on to attain much higher market caps or were bought out. The greater risk in this situation may be missing another one in the making.
These companies also had experienced negative sentiment and high short interest at times before approval, but afterwards many looked and said, "How did I miss that?" Hind sight is always 20/20. Even not getting AAPL at a good price is a regret many investors carry.