I'm not sure that's entirely correct. The first timeline we saw for azer-cel (at the time of purchase) targeted Q3 2024 for a Phase 1b readout, so 2H 2024 is still accurate.
The more recent JPM slides show 2 updates for azer-cel across 2024 one in Q2 (enrolment) and one in Q3 (readout). So I don't think the timeline there has slipped at all?
And as far as no immediate updates, I would think, given Vaxinia's preliminary enrolment update of April 24 '24, that the next data cut would not be too far off. To speculate, I *think* they would want to see all Cohort 5 patients cross the 42 day mark first. So as of April 24, there are still 7 Cohort 5 patients that have not yet had their 42 day scan.
Perhaps June for the next cut? Or maybe we're lucky and will see something mid May.
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