Yep, exactly how I remembered it. I had assumed they couldn't...

Yep, exactly how I remembered it. I had assumed they couldn't trial two IND therapies together, but Leslie put that to bed in a webinar.


See above; the OnCARlytics + Azer-Cel combo will likely hit the clinic at the start of 2025. By that stage, we should have early indications from the current trial. IMU would also likely have the next steps around the Azer-Cel registrational study.

Couple that with Azer-Cel expansion into additional CD19+ cancers through an expansion study. Ideally, we have BP on board by that stage.

The gap between fundamentals and the share price seems to be getting wider and wider. What is the catalyst that's required to get things really going??

Third-Party buying a significant stake?
Vaxinia reaching RP2D and the go-ahead for the expansion trial?
OnCARlytics update?
Azer-Cel partnership deal?
Out of left field B-Cell deal?

It's fair to say a lot is happening; it could come from anywhere. Patience is bitter, but its fruit is sweet.