RE: Layman23 Sep 2025 10:57
I agree with most of that JHFH. Only things of ambiguity are the price of treatment, given those price tags im not sure how many CAN afford to self fund or if the patients health insurance covers costs of unapproved treatments in different countries and secondly what portion of this cost will be going to cellin. 50% ?
I think the markets subdued reaction says it all. Pretty much what I said before market opened. Its positive news but hasn't blown me away.
I take Haywains points also that efficacy for CAR-T is front loaded however when pharmaceutical companies are spending hundreds of millions or more they want absolute certainty or as close to it as possible. We're just not there yet but if all continues to go well we should be by Q1 2026.
Big pharma aren't queuing around the block with there check books, they aren't bothered who hemo talk to, they are not worried this isnt an eBay auction ffs. They'll do there due diligence, work out the value, discount it back on a risk adjusted basis, take off development costs etc and make an offer. If another big pharma makes a counter offer then it gets interesting.
Anyway, in the meantime we now need to wait for safety data review and Vlad should be updating investors with a webinar. Hopefully he comes out this week and announces one or the fear uncertainty and doubt will rise IMO