@lovethespeccies
There is a CR looming, and the results, as always, are difficult to dissect.
Azer-cel in combination with chemotherapy and IL-2 is underperforming the historical data for the compound. With the prior issues surrounding dose and safety, it's important to understand what they have done to the dose and if that is why they are now adding IL-2.
There are a lot of competitors within the space that are achieving as good if not better responses.
The market value data that IMU have put forward for Azer-cel in DLBCL depends on 100% market capture ~$2.5B in the US. I don't know about you, but making assumptions based on 100% market capture is a very dangerous thing to do.
Ann: Three Complete Responses in Azer-Cel Phase 1b Trial, page-206
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