RE: Going for This week IND submission20 Jun 2025 08:47
Haywire,
So a poster asks a genuine question regarding the high cost of autologous Car-T treatments possibly limiting demand, as a factor to consider as a potential investor,and your response “it’s irrelevant“… classic Haywire!
You are fully aware of many lower cost treatments & potential treatments, some highlighted here recently and by MD Anderson.
I know you would argue and it be true that Car-T has the potential for one off curatives whereas many other treatments types are only suitable bridging therapies and hence the potential for acceptable higher cost differential. All very true BUT, where does that argument lead to !?
Let me help, it leads to the need to demonstrate a deeper longer term response “Durability” which leads to a very significant time frame to prove, which in turn leads to what?
Still irrelevant to a potential investor ?
So the full and honest answer to the posters question is;
Cost is most definitely relevant. Dependent on the ability for a Car-T treatment to demonstrate far superior durability than other lower cost treatments , cost may or may not limit demand, regardless of geographic markets.
You again indirectly verify my argument that Efficacy is of little value without durability and when considering AML and the very sad propensity for post treatment relapse, durability is only proven over a very protracted timeframe.
Give the full answer next time …please.
AIMO