Mason will happily tell us all that there is no clear commercialisation strategy for Vaxinia, Oncarlytics, or Azer-cel. He'll also tell us that CAR T is dangerous.
The last time I looked, the cost of CAR T therapy was a pretty expensive proposition, and yes, from a patient perspective, they need to weigh that in terms of the successful manufacture of their cells (Autologous), to the risks including toxicities during treatment or risk of relapse. And yet still those that that can afford or have access to it (through government funding) may go that path because they have failed on others treatments and have limited options.
If presented with a way to produce CAR T cells at scale that are available on demand (Azer Cel), how do you think that will fare commercially. Then what if it is found to have relatively low toxicity (acknowledged risks in line with similar CAR T treatments), and it provides an option (hope) to autologous CAR T patients that have relapsed.
Then maybe let's talk about an Oncolytic virus that has been proven in patients to target only (tag and infiltrate and replicate) in solid tumours cells. Let's now arm that virus so it can present CD19 antigen on those cancer cells, so a door is open to target those cancer cells with other CD19 targeting therapies (including Azer Cel above).
I'm perfectly happy to wait for the data. At least we know trials are moving forward, and the data to date gives some belief that future data might lead to a positive commercial valuation and discussion in due course.
Some like to put their cart before their horse, I think, and then worry about the other horse that is already out of the starting gate rather than focus on their own, as if its a RACE.
IMU Price at posting:
3.5¢ Sentiment: Buy Disclosure: Held
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