@@kdttdk The strategy is still licensing/acquisition end of Phase 2 none of this has changed.
1. They have simply acquired a new technology - Car-T. Similar to when they acquired a new technology oncarlytics a few years back.2. Why some are confused with this, is because they have acquired cell manufacturing facilities. But this is part of having a Car-T and being a Car-T. It is cell manufacturing for trials etc, it is not manufacturing of Ph 3 products.
Thinking What do BP Need?
On other biotech that I follow, someone noted how important it is (when considering selling to BP) to consider things from their POV, to consider what do they need. See Ken/professor post on other thread, where he talks about the reality that now, it is much easier for a BP, to consider IMU for T/O as it will integrate well with what they have.
DYOR and all that.
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