Ann: Imugene Opens First Australian Site for azer-cel Trial, page-49

  1. 4,832 Posts.
    lightbulb Created with Sketch. 4889
    Why would anyone pay $100m for the B Cell platform requiring another $200-$300m in development funding?

    Enhertu has secured >50% of the Her-2 BC market (and growing) and generated revenue of US$2.3B last year. As Mason pointed out 3 years ago; Enhertu is vastly superior to anything IMU has (and why their programs continue to be shelved).

    https://hotcopper.com.au/data/attachments/6595/6595077-fb87a4597914725f4972023651c4abb1.jpg
    https://hotcopper.com.au/data/attachments/6595/6595086-be51aa74f37300e588bdcfe1ca8ec18e.jpg



    $300-$400m to develop a vastly inferior treatment to SOC? Why?

    LC and YF might be excited about 'incredible results' - doesn't mean they're commercially viable.
 
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