the way that I understand that Bav, is that the plan is to commercialise Azer-cel as they believe they can do it quickly. Everything else on the truck remains as-is, ie the plan is still for those platforms to be sold or licenced out. But the azer-cel acquisition, they believe, makes us a more attractive target now. Guess time will tell on that.
I thought it was a good session overall. Think Brad looks like a good resource for us.
They're clearly bullish on Azer-cel. Might be a little too confident on the ability "walk-through" the process with the FDA faster. Hope those arent famous last words.
but all in all, i think it is clearly positive - cap raise and falling SP aside.
Ann: Investor Webinar on Acquisition of License for Azer-cel, page-106
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