That's a bit sad that there is currently only one facility that can produce CAR-T cells from a patient's perspective but anyone who got a few spare $ could make a killing when investing in building one or more new ones. Important is, should the collab turn out to be successful, to secure the cell production ahead of anyone else. Rebecca seems to make a big splash already, CHM could become not just the first ASX listed cell therapy company, already is together with IMU, but maybe the first one commercialising CAR-T in AUS.
The race is on, CHM and later then IMU are in the hot seat. If there wasn't that funding uncertainty. Maybe tapping into Gina's or Twiggy's accounts. Twiggy struggling with his green Hydrogen could make a much better difference here for Aussies and maybe himself.
What's the EV? Almost ZERO for a billion $ advantage.
GLTA
CHM Price at posting:
1.6¢ Sentiment: Buy Disclosure: Held
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