Biotech Values

[dewophile]

I think it's worth noting that a lot of the SEs described to date w CAR-Ts come from experience targeting CD19. It could be that each new target has a somewhat unique set of SEs and a new learning curve to some degree for optimal use. I would guess many potential off target effects (e.g. skin w EGFR, cardiac w HER2, GI w CEA) would benefit from turning down T cell killing (i.e. not a situation like cytokine storm that is self sustaining, or severe cerebral edema where there may be no coming back). So while I agree w much of the skepticism by PGS and others regarding the ultimate utility of such switches, if i were investing in this area (and I am not at present), I think i would put some value in a platform that incorporates such technology as long as the company is not overstating its value. It may ultimately be worthless, but at this point we just don't know and i figure it can't hurt.
JMO