Imugene's Azer-cell uses "off-the-shelf" allogeneic cell manufacturing. I hope you are not intentionally conflating the facts to cause confusion, Mason.
I'm certainly not confused with the strategy that is presented in the Grok outline.
I don't think it takes away from IMU's chances of getting Azer-cell commercialised down the track. We all know that cancer is not a disease that can be treated by one blockbuster drug and that there are many ways to commercialisaton. For all we know, Azer-cell in combination with IL-2 could treat the broader LBCL spectrum. The fact that its treating the sickest of the sick for which (auto) CAR-T hasn't helped and, with the impressive results that it did recently, suggests that it could also treat the same patients as Alpha has with similar, if not, bettter results.
As others have mentioned, the real value for IMU and its SHs will be in combining technologies across its platforms. Big Pharma may prefer Imugene's pipeline over Allogene's due to the synergies that Big Pharma may see across a much larger (profitable) spectrum... who really knows at this stage? But I wouldn't discount the bigger picture... nor discount the likelihood that Hopper's mission is to see "his" therapies in frontline treatment of many types of cancer here in Aust.
As far as the stockmarket discounting the potential... it is what it is, and those with the money and know-how consistently sell at opportune times just so that they can buy at a discount to value to build bigger parcels that build bigger bags that can be had at smaller spread points (so I have come to realise the hard way).
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