1. Azer-Cel has commercial value as being the first line of treatment given how the clinical trial has been designed with patient failing 4-5 SoC treatments. Why would clinicians want to put their patient possibly through those multiple treatments to ravage their immune and waste treatment cost??? It would only be commercial viable if this wasn't the case as you've stated then yes Azer-Cel will have less commercial value.
2. How so? Governments usually will pay for these expensive rare cancer treatments as they only occur in a small population of their citizens taking into account the amount of cost saving from other SoC treatments for DLBCL with Autologous CAR T costing $300K.
3. I didn't applied this to anything.
4. I didn't applied this to anything, the EPS ratio for biotech stock average is 10-15 (some says it's as high as 20).
5. How so? I used a conservative cost for the treatment of DLBCL which has a market of $4B and expected to grow to $5B in 1o years. You are the one who incorrect said DLBCL wasn't a multi billion dollar market and yesterday incorrectly stated Azer-Cel was using a lower dose than Precision and why they combine this with IL-2.
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