There's no question, we should be keeping tabs on DNDN and ONTY due to similarities in the methodology of dendritic cell vaccine therapy.
A couple of things to keep in mind when comparing the companies.
DNDN stuffed up just about everything there was to stuff up, along the way. This includes lumbering the company with $554m worth of debt, and a Cost of Goods in the 70% range.
ONTY has already given away a big chunk of their potential revenue stream to Merck at a very early stage of the game.
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