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07/03/22
11:59
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Originally posted by Dlfg1234:
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Wasn’t expecting much from this base CORE-NK therapy because i believe this is just an allogeneic NK cell - not enhanced, just a plain NK cell (someone correct me if I’m wrong). One complete response on a heavily pre-treated Phase 1 subject, that’s not bad to me. Also, I don’t think they’ve triggered the licensing option so I think they were waiting for these results before making a decision. I think we’re going sideways/lower in 2022 though because of inflation, Russia-Ukraine, and risk-off market behaviour. Seems like a 2023 play though will all their assets coming to play around that time.
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2023? There are no results that support the MC, imv. CHM, imv, has ridden the wave of its listing. A very low tide will follow, I believe. There has been nothing to write home about re CHM’s results. Small holding in the bottom draw? My view is, bottom draw is for bums. I don’t do bottom draws.