Basically, for pharmaceutical products, it is slightly better to be first to market than the best - timing of market entry is the major predictor of commercial success. If you are third or more in a market, then you are going to struggle to capture a significant portion of a given market. Even if you are the best drug in the market, entering second will lead to less market capture than the next best drug that entered first.
I believe CF33 is the next HER-VAXX. HER-VAXX was a very poor me-too, that had no potential commercially. There are currently three approved oncolytic viral therapies. If it is successful, CF33 has probably another 4-years maybe before it's even considered for approval. With >100 clinical trials underway, how many more OVs will be approved? Even if none are approved, you'll be the 4th, which generates 2-8% of an already small market.
I believe the strategic implications of the above journal is worth careful consideration when evaluating CF33.
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