derivative and you seem to be a thin skinned donkey. I'll go easy on the whip with you. What would be illuminating donkey is for you to tell about the patents they DO have. But that aint likely cuz you don't know schist
Mfg is the least of their problems. Direct has treated about 20 -30 people in a p1. trial There is zero chance they will be treating 150k patients year, two years from now. They will need to do a p2 and p3. They don't even have the dosing down yet. It is typical silly talk on every biotech message board. Comparing NWBO to Amgen is simply insane.
Not to put too one a point on it but what technology? Please be precise. Do you know anything about their technology?
A premium over what? There is no comparable treatment. It is a given DCVax will cost more than the others because it costs a lot more to produce, store, ship and administer. Co. estimate is 30-35k a year.
YOu have hot the nail on the head and are saying what I have been saying for a year nd is the primary reason big pharma has no interest in NWBO. Not even in the same business. Another very big issue ignored by most here, is that the patents are process patents, not composition of matter patents. NWBO will have a head start and embedded capita and (apparently) facilities that have passed muster, no small feat, but process patents are relatively easy to get around. The Orphan status helps but is not the same as patent protection. The 2b figure mentioned by another poster is the only one I have seen tat is that high,. I have seen the 600mm number in several places, IMO the better number.
The issues are the same for Direct and perhaps worse since they don't have Orphan status on the cancers.. NO real patent protection. They will not get patent protection on "teenage" dendritic cells, or patient's tumor tissue. They will only get protection on their process for culturing, harvesting and storing them.
That is what donkey cheerleaders like Turtle and the hillbillyfromcarolina don't get and why DNDN is a valid although not identical comparison. YOu should listen to the creator of dendritic cell therapy on you tube. Originally they got the cells for free, pulsed them and injected them back into patients for vitally nothing. Then the FDA stepped in. Once that happened he believed that no product would ever come of it because once the FDA stepped in it became price prohibitive. And the expense was s direct function of getting the FDA to sign off on the mfg facilitiies. The rest is history.
Where would I start? You're all #$%$ But your response is perfect. What I expected and what I hoped for. Showin your true "nice guy" self. Donkey. Nice trade!!!
I'm guessing you miss the irony (and of course the schtoopididdidiy) in your post. No one on any Yahoo board spews more vitriolic schist and hatred than you. As for insanity, your denial of climate change is prima facie evidence . Disagreement assumes a rational mind based on reasoned arguments. People who base their "disagreements" on aliens, voices in their heads etc. don't disagree--they are insane.
Typical. You want opinions from those who have been wrong 100 times in a row and don't want to hear from someone who has been 100% right. Are you a teabag? Why don't you tell me what i was going to say? You will be wrong I'm certain
You off your meds again? You are getting crazier by the minute--- Try LITHIUM
The ants are coming back to the farm. I'll fill you in on what you've missed. Most previous posters like grim boy, mink, donhuffnpuff teapartyguy and nome (oops), have fled in horror and shame. Armed lunatic has been talking to himself for 6 months. Same vile incomprehensible stuff with the occasional teabag rant thrown in. Bailey remains the poster of irrelevant pablum. Kenny the board's "short bus" still burps out sad "get well" post once in a while. The pathos is palpable. ONCY still hasn't had a successful trial. Oh and the stock is at 60 cents like I told you it would be. It's like you never left. You haven missed a thing.
Since AVD's biz is relatively low margin, IMO it is more likely that AVD will be a buyer of the businesses FMC is trying to shed. The problem, of course, in the current environment and stat of AVD's finances is obtaining the financing to do the deal. Buying FMC's corn business would generate some significant economies of scale at the risk of levering up the balance sheet. It would make AVD an interesting play.
But you are the donkey that said you didn't know about patents. Now all of a sudden you are an expert. Welcome to the stbale doneky.
I don't make the news donkey, I just report it. If you are relyiing on Orphan status it just illustrates the patent portfolio is weak. believe me pal you can't afford the "rock" I live in.
Didn't know someone could be that ignant about patents I guess. Sorry. The purpose of patents is to ensure that folks who create commerciaily successful inventions get paid for them instead of having their ideas stolen. This protect the socially desirable effect of fostering innovation. This benefit has to be balanced against the beneficial and socially desirable policy of allowing others to build on the ideas that came before, so long as they are sufficiently different that they should be considered a new invention and worthy of their own patent. Determining whether they are sufficiently different is why patents are expensive to procure.
And here is the rub that my donkeys Hillbilly form Carolina and the Turtle with his head pulled into his shell are too schtoopid to see. They don't see the corollary between DNDN and NWBO which is this--Both are driven by process patents.
Composition of matter patents are very strong--think Lipitor. PFE had the exclusive right to the molecule itself (now off patent). No one could make it using a process different than PFE Process patents only protect the PROCESS. That's why they keep talking got you about manufacturing because thats their only advantage and represents their entire patent estate. -
NWBO does not own any composition of matter patents. They have a few patents related to the process of gathering and maturing dendiritic cells (I've read some of them and some are quire silly) but they have NO patent on the cells or tumor tissue. I am quite certain that if say Amgen was interested, they could create a process sufficiently different that NWBO's that it would not infringe. And I guaranphukintee that if Direct really works there will be more competition that you can imagine.
NWBO's primary advantage is that they will be the first to the dance.
Like I told you 6 months ago traditional Big Pharma has no interest in immunotherapy for all the reasons Linda pointed out. In fact even inding a partner will be very difficult. How do I know? Because they have had approval for a p3 in prostate cancer for 5 years or more and no takers. Don't hold your breath or pretty soon they will be calling you blue boy.
It looks like the AF kerfuffle shut her mouth on releasing much info on Direct patients--Too bad. I see talk of 400 share price on this board. That is silly. If direct and/or DC-VAX works, deep pocket players like Amgen and Gilead will be on it like stink on schist and process patents are easily circumvented. They have NO composition of matter patents. It is all the PATIENT's tissue on which they have NO patent. And believe me they won't have a patent on "teenage" dendritic cells either. So for all of you who wonder why the stock price is 5 bucks, you need to learn the difference between composition of matter patents and process patents. If you have serious bucks in this ticker you had better learn all you can.
That said, if either direct or dc-vas works the stock will certainly hit 20 bucks--More if it is direct.