I'm not. CAR-T companies are all puffed up imo ;). And the licensing issues have me a bit reserved, as well as the limited indications (everyone fighting over b-cell carcinomas). And the CIs are held mostly by biggies. I think there's better value elsewhere--like right here. But not because I'm sure Direct will equal CIs in ORR data (and no way it comes close to CAR-T in b-cell lymphomas). I have absolutely no idea at this point how well Direct will do.
I also think shares in this volatile stock with very little institutional interest (though Woody is a big deal) should be hedged when the pps runs up, especially when it does so on an expectation I feel is misplaced.
I'm in this because of L. Direct is interesting, but it's a big ? to me right now. And imo the recent run up was largely based on offhand comments the CEO made at a conference about whole group Direct data being announced end of March. Even if they do report something like "63% of patients showed no live tumor cells in their injected lesion," I don't think the market will care. They want to hear "partial responses" at least. But I don't think there are any. So I don't think they are going to say anything. I think they will keep reporting case studies. And I think the pps will fall once retail realizes this.
But I like NW longer term. I think L will succeed and may even be halted early. Either should procure > $40 pps.
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