There have been some decisions made among US companies to either focus stronger or less on different NK programs. CELU might have decided to drop the HER2 space as this is well covered with IMU's B-cell HER-Vaxx and some current T-cell vaxx such as Herceptin. On top of that CELU works together with IMU to tackle solid tumours with the onCarlytics platform - CF33-OV plus CD19 CAR-T.
CHM is in the right spot with its NK platform and the just started trial of CHM 0201 (NK+Vactosertib) is a world first to take on solid tumours using NK and this checkpoint inhibitor.
As IMU works with CELU I am convinced they work with CHM in the background too. They all know each other very well and despite being commercial competitors their common goal is to get rid of cancer.
GLTA
CHM Price at posting:
8.0¢ Sentiment: Buy Disclosure: Held
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