Achilles Therapeutics Plc (ACHL)

[jondoeuk]

What do you think about the tech?

We know activity to TIL, anti-PD-1, anti-PD-L1 and anti-CTLA-4 is due to neoantigen-reactive T-cells. Also, NSCLC patients with a high clonal neoantigen burden have improved disease free survival (based on data from the TRACERx consortium). However, doses and percentage of reactive T-cells in the product matter. So it won't be at least until next year that we might start to see patients respond (due to them giving higher doses).

Valuation seems like a good entry point.

Yes, but it could drop (slightly) when data are presented at SITC.