One thing to note, clinical development success is only one component of a successful drug. The other components are commercialisation (which I don’t think will have a problem if data is good, but can still be difficult) and manufacturing.
A lot of cell therapy products get weeded out because of manufacturing issues. I’ve seen drugs with give great data get turned back because of manufacturing issues.
Chimeric can either do manufacturing themselves or through a CMO and neither are immune to manufacturing issues. This will be the greatest risk for this product as it progress in development, but this risk for shareholders can be mitigated with a big pharma (either of the existing CAR-T players or any of the new ones dipping their toes in CAR-T) collaboration or acquisition.
But till then, I’m riding the wave of the potential and early success these programs hold.
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