Yeah, the Clinical Trials page on the Imugene website is well...

Yeah, the Clinical Trials page on the Imugene website is well out of date.

Here's the clinicaltrials.gov website for Azer-cel:
Study Details | Dose-escalation, Dose-expansion Study of Safety of PBCAR0191 in Patients With r/r NHL and r/r B-cell ALL | ClinicalTrials.gov

With all the focus on Vaxinia, I had lost track of the end date for the Azer-cel Ph1b... primary completion estimated to be June 2024 and is the product most likely relating to Nick Ede's "12-month play" comment as we're expecting Ph1b updates in Q2 and Q3.

If similar results are replicated in the Ph1b, the next step for Azer-cel is a registrational trial expected to begin in Q4 this year and if the timeframe for the Ph1b is anything to go by, we might have results by this time next year!

As a reminder, Azer-cel in 3rd line treatment of DLBCL has a potential market size of ~US$2.5 billion (~AU$3.8 billion). At a conservative P/E of 4x, that's a ~AU$15.2 billion market or AU$2.12 per share; however, some those sales will go to whomever Imugene partners with but on the other hand, 4x P/E is very conservative and there are other indications they can go after, not the least of which will be solid tumours treated with onCARlytics, so a higher P/E is warranted.