Ok. While I like that you are using tools to your advantage and agree that this is a good point re clinical need and approval, I disagree that this is the better market to target.
Let's assume that the analysis is accurate.
If you find Grok 3 trustworthy, I encourage you to conduct additional prompts to determine the number of Auto CAR T relapse DLBCL patients.
You'll probably come to a number somewhere near 3,000 patients. Allogeneic CAR T is touted as a cheaper, faster alternative to auto. Even if you assume 100% market capture, which will never happen, and USD $200k per patient, it equates to $600M per annum. No investor in their right mind would do this, so a safer number is 10% or USD $60M per annum.
Allogene are chasing first line therapy which opens up the full spectrum of LBCL patients. They are using the advantages of Allogeneic CAR T (cheaper and faster) to it's advantage and skipping ahead of the other options. This is a smart, assertive commercialization strategy not one searching for scraps.
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