Niche market? Have you looked at the revenues? Yescarta alone...

Niche market? Have you looked at the revenues? Yescarta alone delivered Gilead $390 million in fourth quarter 2024 sales.

Diffuse large B-cell lymphoma (DLBCL) is the most common type of non-Hodgkin lymphoma worldwide, accounting for about 22 percent of newly diagnosed cases of B-cell NHL in the United States. More than 18,000 people are diagnosed with DLBCL each year in the US. Depending on which study you read prevalence rates globally are 5-7 per 100,000.

That's as many as 500K cases globally a year. By your own stats, 40% fail front line, 75% fail 2nd line and 65% fail autologous CAR-T (itself having been a massive growth vehicle for big Pharma in the last decade and anything but niche) that's potentially 100,000 annually....and this is only in one application.

DLBCL is just the present focus of this trial. Its ambitions for Azer-cel lie far further afield. And if you doubt that, then look at the partnership deal Precision got in applications outside of oncology, let alone in....

I like your inputs though JdP. No one wants an echo chamber (the multi-bagger thread title still makes me cringe). Gives pause for thought and opportunity for retort.