Interesting angle about curative intent. If we look at PTX( I’m a shareholder) and Omni-car they are not even in the clinic and it will likely take a long time to develop and be very expensive. Imugene( also a shareholder) is not pulling trial efficacy that shows anything like curative intent. What they have is a potential replacement for Keytruda and other checkpoints that is more cost effective with less side effects and potentially better efficacy. Chimeric(also a shareholder) also shows promise in Car-t. But overall I’m seeing continuing improvements in different settings with more tools in the armory, some people will get cured. But Efti is proving to be a highly adaptable treatment and we are seeing lasting complete responses(cures?)with Keytruda and this is just the start. We may start seeing more lasting CR’s as the combinations are explored across indications. Efti has no side effects and is cheap and easy to administer. And we are already well advanced in development and have the leading lag3 scientific team with all bases covered.
Efti is a better bet than all the other above programs, imo.
IMM Price at posting:
49.0¢ Sentiment: Buy Disclosure: Held
(20min delay)