Dr Bec gave a lot of inside, especially how the dose concentrations compare to the approved CAR-Ts. That helps to understand " early signals / activity " as these days everyone expects 100% complete responses, and anything less is marked down by the market.
In the end, only a pharma involvement will turn things around. Same applies to IMU. At RAD this has been achieved and yet, it trades just at 1/3 of the last buy in price by the world's biggest radiopharma.
The big difference to CHM and IMU is, the deal was announced and then the register got restructured. Hopper tried at the other 2 the other way around and the way it looks, it failed at IMU like it failed here.
Yesterday it seemed that Dr Bec was the only one responsible for the 0.4c decision. Not sure whether that's the case or she just covered for Hopper and the board as she is very sp-focused and based on her previous business that she sold at a huge profit, I don't believe that she wouldn't have put up a fight for a better rate.
I will stick around as I agree that CDH17 could be a game changer. But it needs to show efficacy that gets big pharma jumping off their chairs and it must come down in price when applied at an " industrial or biblical " scale. If that can be achieved, yes, then the sp-sky won't have any limits.
GLTA
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