Why IMU is a multi multi bagger, page-26278

"even if Azer-cel is successful, IMU are going to struggle to capture adequate market share"
Who knows? I would wait till the meeting with the FDA next year before drawing that long bow.
If the FDA gives clearance for an Azer-cel Phase 2/3 registration trial to start later next year, it could be Allogene that struggles to capture adequate market share since they've designed a slow Phase 2 study with an estimated completion date of late August 2031.
LC is a smart cookie, she'll be already working on an adaptive trial design combining the two phases and reducing the number of patients required with potential strategic gains in time.