There is this idea that the CR done for Azer Cel could've been done months later (after Vaccinia data) and that PH knew it would tank the price and why didn't he wait until 3-6 month later to do acquisiton etc?
But I think the opportunity with Azer-Cel was just to big to miss out or even to wait for three months. Consider the pros/cons.
Pros...
a. Synergy of Azer Cel with oncarlytics; a possible universal cancer vaccine for solid tumours.
b. + near term commercialisation for Blood cancers with Azer Cell and rego trail for 2024 and revenue coming in.
c. + supply of T_cells for manufacturing. Able to corner Car-t manufacture.
This means, we now no longer have to depend on anyone else for either... a. manufacturing, for b. Liquid cancer field and c. for development of solid cancers.
Some cons...
A. Doing a CR now at low Sp - terrible solution.
b. Disgruntled shareholders... (hence the tried method of offering shareholders options etc).
Maybe more...
BY all means, vote one way or another. But the question...why didn't he wait until 3-6 month later to do acquistion etc? I think misses that they may never have got this tech at all and missed a MASSIVE opportunity. I don't think there was a deliberate timing strategy to push down SP I think they literally could not wait 3 months till MAST data came out and miss this opportunity.
DYOR and all that.
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