Based on some of the commentary it does appear that this might initially have been a deal for Chimeric, but as you pointed out, they weren't in a position financially. I do think the Azer-cel licence is a good move for IMU with their onCARlytics program, so itis going to be very interesting to watch this play out.
But it does lead me to wonder, what the IMU and/or CHM position on Precision's PBCAR19B is and what DTIL plans to do with it longer term?
Azer-cel was the lead (initial) CAR T asset for DTIL but it seems that PBCAR19B might be a better CAR T (2.0)? DTIL was obviously targeting a different patient population there, so I am curious if either IMU or CHM have the option to take that on longer term - given since DTIL looks to be moving away from their CAR T programs and appear now to be solely focused on Gene editing.
I assume Imugene's view Azer-cel as good enough as a CAR T for onCARlytics or that the "first in class" status was too good to pass up.
Do you have any views on that or has either company touched on it?
CHM Price at posting:
3.5¢ Sentiment: Buy Disclosure: Held
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