Biotech Values

[semi_infinite]

AFM13 monotherapy for PTCL DoR of 2.3 months was a bust even though ORR was decent. Expectations were 8-12 months. It's all about the AFM13-cbNK precomplexed/combo for cd30+ cancers. No credit will be given for afm24, afm28 until sufficient data on those. FATE ipsc NK results do not engender confidence in NK since ipsc has been hyped as the "best" NK cells. MDACC cbNK looks like a viable approach. Market doubting commercial scale-up of that it seems.