Spot on.This is the key quote: "The abstract, titled ‘CF33-hNIS,...

Spot on.

This is the key quote: "The abstract, titled ‘CF33-hNIS, a novel oncolytic virus for the treatment of cholangiocarcinoma and biliary tract malignancies,’ concludes that CF33-hNIS monotherapy may be an effective and safe treatment option for GI malignancies, including cholangiocarcinoma, a rare disease with an unmet medical need."

That they are presenting with the above as the key message suggests that the results continue to stack up and they are becoming increasingly more confident of CF33 meeting the until now unmet need.

Whilst this is a rare condition in the US with "only" about 10,000 cases each year, it is way more common in Asia (by a factor of up to 6x per head of population) including a number of wealthy countries (Japan, Singapore, Taiwan, etc) with capacity to pay. Unmet need + capacity to pay = a massive financial opportunity in the near term for IMU.

If indeed the later and expanded trial results (when released) speak to the same outcomes that got them FDA fast track, then we could see this as a product in market as soon as next year. On which case I believe that there will be major players already warming up to do a deal.