Don’t be too disheartened. What was very obvious today , was that Azer-Cel is a very big deal and likely a lot more valuable than we realise.
I’m just a little confused at the 2-3 year time line for phase 2 ( glover) after Leslie said CarT’s only need a phase 2. A phase three isn’t needed.
She has previously stated 10-20 pax for PH1b. With another 10-20 for a Registrational Trial when it’s Fast Track and ODD.
Clearly 4/7 Complete Responses in this group who have failed up to 7 previous lines of therapy, is a very big deal.
Perhaps Leslie could have explained all this in more detail.
And it’s also confusing about the apparent delays in MAST data. Are IMU tweaking CF33 similar to how they had to tweak AzerCel?
I can understand their reasoning for chasing rare difficult to treat cancers like Cholangio. If they can knock over a few of these indications, big pharma will want to know more.
Another very important question that wasn’t asked was when can we expect to see Oncarlytics/Azer-Cel hit the clinic.
IMU Price at posting:
2.6¢ Sentiment: Buy Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)