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jondoeuk

08/24/22 7:14 PM

#214 RE: swampboots #212

The company's long-term goal is for PBCAR19B to displace auto products. The program was strategically paused in Q1 to implement an optimised manufacturing process, which was to increase a T-cell memory subset with stem cell-like properties. Data on some patients treated at DL2 (540M cells) with the new lots, as well as those from DL1 (270M cells) could either be presented at ASH or an investor event. However, it won't be until next year until there will be a longer follow-up for durability. So until then we won't have an idea if it really could do what they hope.

Moving to PBCAR269A with nirogacestat, I have mixed views about this program. I know the CAR can't target cells with low BCMA levels (which is why they added niro). Also, the space is becoming more crowed, and many are moving toward dual targeted CARs. If they would do the same, but target other antigens that aren't being pursued by many, that could be a better long-term strategy.

swampboots

09/14/22 3:24 PM

#217 RE: swampboots #212

DTIL: (1.50's or lower target buying price) I am a sometimes investor as stock uses its shareholders to sponsor its expensive goals, But recent multiple handshakes with top tiered drug houses, insider buying, and recent share offering swallowed into current share price offered (to me) better safety than peers which lacked such a recent trifecta.
Highly notable to me and more comforting as an investor are the almost daily discoveries of new mechanisms which may introduce new solutions that for example may block or turn on or off influences which affect even approved CART-T safety and effectiveness. In my opinion, this implies that all Cart-T platforms have available outsource able safety nets to in theory most likely improve their platform in a significant profitable way, and made available to patients as long as the cost of their treatment has a market for their improved delivery system.
https://medicalxpress.com/news/2022-09-immune-cells-cancer.html?utm_source=
https://www.sciencedaily.com/releases/2022/09/220909191820.htm


(if a problem with the links) a copy and paste on Goggle did the trick for me.