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Ann: Azer-cel Hits Major Milestone in Phase 1b CAR T Trial, page-204

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Hrdwk

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11/11/23

11:19

Post #: 70845226
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Originally posted by Taureanbull ↑

As a guess a deal for Azer-Cel would look something like,
$500m upfront q4 2024,Milestones of $2Bn tied to sales targets and 15-20% ongoing royalties.

Then put at PE multiple of 20-30 times income. That gives a value range of $7.5bn to $15Bn.

That’s likely to start reflecting in our SP as soon as any deal is signed. Which I expect would be as soon as the results of this 10 pax trial is known.

That allows 6 months for preliminary talks. And signing off subject to Positive results of the registrational trial. Which will be first milestone.

It’s very obvious now why IMU was breaking their neck to get this deal done.
Has anybody considered that a condition of the Azer-Cel deal with Precision was that IMU was fully funded to a level required to fund Azer-Cel trials. Similar to how landlords want to check the Leassee’s financial capacity to pay the rent?

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The question I have is does BP try do a package deal for both Azercel and onCARlytics at the same time?

IMU Price at posting: 10.5¢ Sentiment: Buy Disclosure: Held
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