RE: Stand & deliver30 Aug 2023 15:01
You believe that CDX is "history"... Ok then
The other parties in discussions to licence CDX from Hemogenyx disagree. In terms of AML in particular there is the issue of cost, CAR-T is and will remain expensive, CDX has the potential of being the more generic Medicaid treatment off the shelf for those who cannot afford CAR-T or perhaps are not eligible perhaps because of some rare mutation or have already had CAR-T and it came back. Whatever the reason, JUST for AML there is a market and CDX is in no way "history", I am confident that Hemogenyx and whoever this other pharma is know more about this field than either of us.
Second point. You focus on AML, sure that is the first target for Hemo, and its what Vlad focused on, but CDX is more than just AML or indeed cancer:
"Disorders that are treated using Bone Marrow (BM)/Hematopoietic Stem Cell (HSC) transplantation include, without limitation, Acute Myeloid Leukemia (AML), Acute Lymphoblastic Leukemia (ALL), Chronic Lymphocytic Leukemia (CLL), Chronic Myeloid Leukemia (CML), peripheral T cell lymphoma, follicular lymphoma, diffuse large B cell lymphoma, Hodgkin lymphoma, non-Hodgkin lymphoma, neuroblastoma, non-malignant inherited and acquired marrow disorders (e.g. sickle cell anemia, beta-thalassemia major, refractory Diamond-Blackfan anemia, myelodysplastic syndrome, idiopathic severe aplastic anemia, paroxysmal nocturnal hemoglobinuria, pure red cell aplasia, Fanconi anemia, amegakaryocytosis, or congenital thrombocytopenia), multiple myeloma, and Severe Combined Immunodeficiency (SCID)"
Either way, I am not saying a licencing deal is coming down the track tomorrow, I am not saying one is not coming either, I dont know, I am merely countering a false narrative where you assert CDX is dead and buried and I am confident this is far from accurate For what its worth I expect a CBR or CAR-T update first anyway as they are higher priority.