The CN was always dependent on any positive clinical trial updates for VAXINIA and especially OASIS released before July. It look like IMU thought there will be a few more CR for the expansion of CCA for the VAXINIA clinical trial but this didn't eventuate, the poster presentation using the latest data from 4 months ago show it's working as expected and a few potential CR which might have happened right now or later.
The recruitment for Allogene's registrational clinical trial is very selective so there's a possibility for Azer-Cel's development to catch up. The cancer market will always be very competitive which is why it's a lucrative market, there will always be drug competitor as not all patient will respond to the same treatment and Azer-Cel also has a path to advance to SoC.
IMU Price at posting:
1.6¢ Sentiment: Buy Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)