Col, Azer-Cel is chasing a $2.4bn unserved market. That’s big money. With 4/7 complete responders, that’s a fantastic starting place to give investors confidence the Registrational trial will be a success. A lot of value there.
Oncarlytics is very much alive and progressing. As you noted it’s painfully slow. But this will also get very exciting once Oncarlytics/Azer-Cel trials get underway. As you also noted there have been NO clinical failures so far.
This is still tracking for success. It’s just the shareprice that’s in the toilet.
For new shareholders who buy down here, it’s very possible they will do very well. Eventually the negativity of the stale bulls will fade away. A new wave of excited holders who bought cheap will drive sentiment particularly as the trials get closer to achieving the goals of curing stage 3 and stage 4 cancer.
Im just waiting for the official early data on Oncarlytics showing Cleary the CE19 is working as designed and Blincyto is killing cancer cells in solid tumors.
Although I’m sure this slipped out the other day in the webinar.
Another thing to remember when PH said only 10 big pharma deals had been done in last 5 years, he did one of those deals in 2018 at VLA.
IMU Price at posting:
2.4¢ Sentiment: Buy Disclosure: Held
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