RE: Sp26 Apr 2026 09:33
Alde... Haywain is right. Even though its funny when you say FAP so much its still a fact avacta are targeting incremental improvement with an existing treatment. Fundamentally that means comparability testing. None of us are saying it wont be better or valuable, nothing controversial here i assume?
Hemogenyx have a much lower bar to reach, we are not looking to be incrementally better than HG-CT-0. We are looking to be the First CAR-T for RR AML, because of that the FDA have a significantly shorter path to approval. Big P also have demonstrated recently time and again a huge appetite for CAR-T, in vivo or not is irrelevant here as the lentivirus is key to either.
Avacta is the longer, known path that you and saint and others are going to have to keep the punters on and motivated for the next 1-2 years, too many fall off and the CLN becomes a big issue again.
Hemogenyx WOULD be the high risk high reward shortcut through the dark woods. Except vlad has let so much slip we are pretty confident we know it works. We dont know what's been shown to FDA or Cellin but those parties have reacted in ways that imply they have seen strong efficacy.
People can pretend this is a 50:50 binary play and we have no timeline, but that argument is just not holding water anymore. Regardless, the most comical thing Alde is watching you contort to try and maintain your image, be honest with Saint, your clearly a shareholder here now anyway and im guessing you sold Avacta, probably temp im sure you will go back, but be fair to your acolyte and be honest, because he did drink the avacta-aid. Peace out fellow shareholder.