Allo are at the end of Phase 1 study (so further along in the process than us) and they are about to go into a Phase 2 registrational trial (June 2024) to treat at 1st line. ("The ALPHA3 pivotal Phase 2 trial in first line (1L) consolidation for the treatment of LBCL in June 2024")
So, if they are successful, we could be treating patients in third line - that have already had an Allo car T. Or it could also shrink the pool of patients we could treat at 3rd in line.
IMU Price at posting:
4.2¢ Sentiment: Hold Disclosure: Held
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