Not sure if "they" refers to the whole group, ie researchers AND investors. My guess is that the investors got it wrong since they dumped money into these academic type programs and didn't stop until it was overcrowded. Were both groups overdriven by the "Cancer Moonshot" initiative?
NKGN reorienting their autologous program towards non-cancer diseases. Some intriguing compassionate use results on Alzheimer's but N was low, now expanding to phase 1/2a to see if results can be repeated. Still have allo program for cancer.