Why IMU is a multi multi bagger, page-31495

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AlCp

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2025

31/05/25

12:17

Post #: 79262319
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Originally posted by Davisite ↑

Yes it is very likely that if Azer-Cel works after 5/6 lines of previous therapy that it will work better at earlier lines of therapy. The difficulty is the label you get for your treatment is determined by the trials you run - for example if you run your trial in patients that have failed 3 or more lines of prior treatment then that is the only patients you will get a label for and can sell your therapy (I am ignoring off-label use which is difficult for cell therapies). You then have to run additional trials in earlier stage patients to get an approval label for those patients.

Where it gets tricky is when there are similar treatments being used in earlier lines as it is not ethical to put a patient into a trial for which there are a good existing treatments. If you can’t recruit patients then you can’t generate the data needed to change the label. This is why Allogene is going after MRD+ patients as this is a new space that has recently opened up due to technical advances in disease detection. If they succeed they will own this space.

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That's where I see BP will see valuation for Azer-Cel with the potential to advance to SoC and only they will have the resource and fund to advance this much quicker.

Last edited by AlCp: 31/05/25

IMU Price at posting: 1.5¢ Sentiment: Buy Disclosure: Held
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Why IMU is a multi multi bagger, page-31495

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