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Ann: CHM CDH17 Phase 1/2 clinical trial approved for initiation, page-17

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    I attended today's briefing in Sydney:

    • Well attended and generally upbeat;
    • Rebecca was articulate and hit the right notes with her presentation;
    • Wouldnt be surprised if she steps into the CEO role at some future date;
    • All 4 clinical trials are progressing well;
    • Interim data read outs are expected in Q3 and Q4. (Earlier than expected!);
    • She confirmed my view that CDH17 is the jewel in the crown - biggest addressable market and leading tech in-licensed from the pioneers of CART therapies;
    • FDA interactions have been positive - Orphan Drug Status will be a no brainer for some of the therapies. Similarly, Fast Track Designation definitely on the cards;
    • Paul Hopper did not attend as he was OS on other business (disappointing but I knew he was not in AU);
 
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