The problem with all CAR-Ts so far is, apart from too expensive and complicated, they don't, because they can't, activate the patient's immune system. Cancer develops in every animal but the immune system is designed to take care of it. Cancer sufferers have the problem that their immune system isn't recognising the cancer and / or able to produce the relevant T-cells and / or getting blocked.
The holy grail in cancer treatment is to only kill the cancer cells and activating the immune system to clean up and to take care in the future. CAR-T replace the missing cells but do not activate the immune system as it isn't able to do the work.
Better success is expected from check point inhibitors, which remove the signal " Do not attack! " or universal soldiers such as OVs and radiation that either directly kill or activate a killer substance that has been placed onto cancer cells only. Of course there are hundreds of other approaches but in the end it always comes down to the patients' immune system to produce the T-cells. If the immune system can't then CAR-T is one way of getting rid of cancer but it will always reappear over time like it mostly does after several rounds of chemo.
The scientists have given up on finding ways of preventing cancer as it is impossible, it is simply an aggressive type of aging due to mistakes during cell division which over time prevents the organs from functioning, which is the cause of aging. To prevent cancer would mean to prevent aging or even better to make sure every cell division would be done perfectly. But that would mean to violate one basic principle of nature, the circle of life. The focus, after just killing, is now on teaching the immune system to deal with the problem. If CAR-Ts in the future could kill cancer and somehow reinstate the immune system then their future would be bright. There are already steps taken in that direction but still very early days.
CHM's EV is ZERO. Being the most advanced Cell Therapy listed on the ASX at clinical stage, next to IMU, the valuation is a joke - no doubt. But what use is having the best IPs when they can't be progressed or when the market, including big pharma thinks, it is not worth investing in it.
Time will tell whether Dr Bec or the others are right or wrong. For me, as a biotech investor, the only thing that counts are funding / partnerships / deals. When all 3 are not existing I am not investing or in case of CHM and IMU, sold out.
GLTA
Add to My Watchlist
What is My Watchlist?
