@Uttsy ,
It’s good to hear that Big Pharma have a new business model. I wasn’t aware of that till you informed me. If you could please supply some links so I could be better informed please?
I was under the false impression that Big Pharma bought companies and technologies on the basis of where they thought they had best chance of making profits . But apparently it’s all about a shiny new thing, Funny how CHEMO is still the SOC for most cancers . In fact there are. Investors still willing to punt on Chemo companies. Such as RAC.
So let’s have a little look at ALA ! Which of course Paul Hopper turned around a few years ago.. PH acquired the CAR-Inkt technology and raised some funds and changed the company’s name.
BAKER has told us that ALA will go after blood cancers first. And they are well advanced in pre-clinical studies. So they haven’t even applied for a FDA-IND at this point. So they 2 years maybe 3 years behind AZER-Cel. Azer-Cel/Oncarlytics will be in PH2 Solid Tumors before ALA even gets out of the gate. Azer-Cel and Oncarlytics will have about 100 patients each of safety and toxicity data before ALA treats their first patient. So ALA is more likely 4 years behind IMU .
Cancer Drug development is very high risk. ALA has many hurdles to clear before success. Whereas IMU has already cleared most hurdles and is 4 years closer to the finish line. Baker is still running a one man show whereas IMU has a full team of highly experienced drug developers on board. 17 FDA approve drugs. So ALA still has a lot of work to do.
By the time ALA enters the clinic Azer-Cel and CF33 will have treated about 100 patients each to establish safety and toxicity data before. All ALA has is some mice data. Yet you are so sure this is the future at this point?
Does ALA have the manufacturing and supply of their drug sorted at this point, that’s another big factor which IMU has ticked off.
I don’t have any problems with ALA, and their Car-Inkt sounds promising. And O wish them well. But I just can’t see Big Pharma saying “ This Oncarlytics-Azer-Cel data looks amazing. But we might wait 4 or 5 years and see what ALA has too offer!”
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