RE:RE:CD8+ TiLs and T-cell exhaustion All we need is an announcement of a Car-t development / deal.
with some up front & some future bio bucks & the price will recover quite well.
IMHO, we will hear about a CAR-t deal, before end of this year.
previously I said " soon"....
well in relative terms of a 20 yr company, a few months is soon.
thinking out loud.....
quickest path to the deal?
request for information was discussed at the May 13th fireside chat: & acknowledged that they had replied to a few.
Give 8 weeks to review data etc. Takes to July 13th.
Three months of talks to finalize a proposal . Late October.
That is assuming a willing partner, wanting to do business etc.
Could it take longer? 100% for sure. Bring in lawyers, vacations, back & forth Q & A , could add months.
Could it be sooner?
Again 100% for sure.
We don't know the context of the requests for information ? Meaning, could be with an ongoing well developed relationship like Roche
With willing principals, a deal can be drawn up over an afternoon. Approved by each board & ready to go in a few months.
Since there is no deal announced yet. The absolute earliest could be Monday ( using pure elimination of speculation & only time function).
The longest could be never.( time function)
Now add back in some speculation, biased with what we know about Pela & Car-t + what Dr Matt said back in May.
I'm comfortable saying between end of July and end of December, for a Car-t deal announced.
Regarding the MBc phase 3?
analyst are still predicting an announcement near end of this year?
That realm has seemed to have faded way back, of importance.
for me?
something needs to happen before end of year to support the price.
there are about 5 different irons in the fire right now. They need only one to bring activity.
onc has been a long road of hope.