My 2 cents, after watching and listening to those interviews, I get the impression they are signaling to all and sundry the focus in the near term is get this Alo-CarT trial happening asap. all hands on deck! It was probably looked at by CHM for some time then decided IMU best vehicle to get it done, so here we are CR, new staff who specialize in blood cancers. Mmmmm? Maybe answer is two fold
1. It was to good an opportunity to pass up, given the fit with IMU and other products existing expertise etc.
2. Vaxinia final results are a ways off, sure might be some good info on earlier and single IT-IV cohorts out soon, but to get the best bang for buck it will need to be compared to the combination trials to see if any better? These have just past cohort 1 so a long ways to go, so here we are @6 cents.
I personally see it as a positive, it just means LC and others (I think not that big a staff number @ IMU 20?) will be spread thinner until this one pops.
I take no positives or negatives from either interviewer, they are reading from a script provided by IMU, it is the crux of the questions that is telling, it's what the company thinks the shareholders want to hear, which is, its a good deal, it was cheap, it is the first in the world off the shelf, it will be ready for a registrational trial in CY24, we're getting good people on board to assist, we're focusing on this now as a priority, we got the $ to see it thru, Registrational trial means they can get approved to sell it into market, conditions yet to be determined by FDA. Everything else will tick along in the background it all takes time. Now to decide in for a penny or a pound?
Cheers and good health to you
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