Obviously, if HER-Vaxx and the IP turn out to be worthless, the company’s toast ,no argument there. That’s not analysis, that’s basic math.
As for Azer-Cel, the market isn’t “ignoring” it. It’s waiting for real results. A registrational trial doesn’t mean much without data, funding clarity, or commercial traction. Until investors see evidence it’s actually going somewhere, no one’s pricing in success just because a trial’s underway.
If the clinical updates land and they’re solid, the market will react. Until then, it’s just noise!!!
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