You are absolutely right Reynolds in raising this caution. There are different oncolytic viruses involved here, and my own view is that VLA has a potential leader, but there is a 20% or whatever success rate, and to get to production will involve several $100m. Am very happy to hold and see how it pans out...and this is a new technology in a huge cancer treatment market so there is room for a few winners.
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endorsement of vla - great article, page-9
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