Yes @GMT2, it is very interesting.
At this point we have no ‘background’ facts, just this announcement of termination, instigated by IMU. But we can speculate of course. I’m prompted to ask ...
What would IMU do if they were seeing stunning results in the higher dose cohorts in the MAST study?
What would IMU do if, now that they have the azer-cel license, and therefore full access to all its data, and it is showing superior efficacy in blood cancer results ... say in comparison to what they are seeing in ALA-101? What would they do?
What would IMU do, if they were already in talks with BP, and wish to limit collaborations, or complications that may impact a deal that is coming together?
Not too crazy. All worthy of some consideration.
If any or all of the above are indeed the reason for the ALA termination, then we can work out what will happen to our SP.Of course, there may be many others reasons, that may or may not be revealed. But as GMT2 has stated ... it does look interesting.
All opinion and speculation only.
