Interesting stuff.I suspect it is the last row Autologous vs...

Interesting stuff.

I suspect it is the last row Autologous vs Allogenic which is contributing to the big valuation difference ALA vs CHM. Huge glut of 2nd/3rd generation Autologous CAR-Ts in pipeline, but with the advantages of Allogenic CAR-NKs, less cost to payer so could have wider access and less chance GvHD, pharma willing to wait for their development and these are getting priced at premium for those advantages. Just my opinion. ALA-101 also has some very impressive pre-clinical efficacy results too which helps, admittedly I don't know too much about CHM's assets so they may be comparable?

I don't hold CHM only because I have no funds at the moment to, but I do think it is looking very attractive buy simply as it seems very cheap atm, lots of room to grow from here. I read they do have CAR-NK in pre-clinical. Thanks for the analysis, appreciated.