I concur, the company appears to still be positive on IMA401 so there could be some other data they have. Also, these were all heavily pretreated patients, so patients that likely do not have any other alternative or their current therapies like chemo etc were not working.
imo, the Immatics therapy should be trialed as first line - chemo and other therapies actual cause certain mutations as far as i have researched, however the regulatory processes are just not that easy.
Stock is holding up well in early morning trading.
Looking forward to the data on IMA203 in October.
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