Humanigen Inc (HGENQ)

[cowtown jay]

I distinguished CAR-T enhancement as a catalyst for our list because lenz, and perhaps ifab, could improve that treatment method far beyond just what we may be seeing reported by Gracell and Baudax.

But Dale and Durrant aren't doing the manufacturing themselves. We have zero infrastructure, CMC, or desire, to do so. So the question should be what value will our partners bring, not what the price would be to shareholders.

But, we may be looking for different, not just the same things, from Baudax and Gracell. For example, we may be looking at Baudax as a partner, but at Gracell as a business combination. So the cost benefits may be different. I've speculated about that, in a post about ADR's (American Depositary Receipts). But there is far too little evidence to say more about the possibility.