I think some of the fundamental concerns may not be quite...

I think some of the fundamental concerns may not be quite correct.

The whole gene therapy field needs a platforming tech to lower development and delivery time and costs. It has to happen for the field to succeed. The one that does prove itself could, in relative terms, achieve a very rapid uptake.

There are other UIR's out there apart from Omnicar, but the space is not very packed and if you spend enough time looking at it, there is some significant advantages that Omnicar has over others. The manufacturing drawbacks can and do seem to being addressed, for example the Thermo Fischer deal to develop non-viral methods ( My guess was that they were in San Diego to visit them ). I can see an Allo program in 2024/25 if things go well in the clinic and funding gets easier.

It's still a obviously high risk, but to me it's worth a punt and I am really looking forward to seeing how things plays out in the next 12 months.

Also looking forward to the annual end of year news hiatus to be over