ahh, ok… so what you are saying is that you don’t expect a big rerate on Azer-cel because it needs IL-2 to work, you see all the company value in CF33 and OnCARlytics. Have I got that right now?
Azer-cel had efficacy in cohort A but the results from the combination treatment with IL-2 in cohort B was better. Regardless, I would expect that Azer-cel would have value as an off the shelf alternative to current treatments either way. Combining drugs is common practice to get the required outcome so I don’t see the addition of IL-2 as a detractor. If anything it has the potential to increase the interest as a number of pharmaceutical are working on variants with IL-2 so Azer-cel based on this combination is not a bad thing in my opinion.
IMU Price at posting:
1.7¢ Sentiment: Buy Disclosure: Held
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