The CF33, Vaxinia and Oncarlytics Deal, page-290

You are white noise, @Watmighthavben

Something all holders should be very aware of is the following journal article: https://www.nature.com/articles/nrd4035

Basically, for pharmaceutical products, it is slightly better to be first to market than the best - timing of market entry is the major predictor of commercial success. If you are third or more in a market, then you are going to struggle to capture a significant portion of a given market. Even if you are the best drug in the market, entering second will lead to less market capture than the next best drug that entered first.




I believe CF33 is the next HER-VAXX. HER-VAXX was a very poor me-too, that had no potential commercially. There are currently three approved oncolytic viral therapies. If it is successful, CF33 has probably another 4-years maybe before it's even considered for approval. With >100 clinical trials underway, how many more OVs will be approved? Even if none are approved, you'll be the 4th, which generates 2-8% of an already small market.



I believe the strategic implications of the above journal is worth careful consideration when evaluating CF33.