- GBM at this stage hard to commercialize due to CAR-T delivery difficulties injection right into the tumour but it will change for the better in the coming years
- CDH 17 and NK platform much better to commercialise
- CDH 17 pre-clinicals underway to combine CDH 17 and NK platform
- CDH 17 is setting CHM apart from all other CAR-T comps
- comfortable with current cash burn but still expensive
My worst fear: She is so modern, fresh and got the experience - How will she and Hopper go along with his old-fashioned views? He hired her, but will she be stopped by him?
She clearly sees CHM undervalued, she knows the value, will she agree to a sub 2c CR?
I wished she was the CEO and chair in one person or that at least she can open Hopper's eyes to realise the sp damage he has caused here and at IMU / RAD too.
GLTA
CHM Price at posting:
1.7¢ Sentiment: Buy Disclosure: Held
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