Fireside chatMatt was very convincing and in a talkative frame of mind for the RBC firside chat. His introduction to the company was the best statement I have heard in quickly explaining what pela does, and how the company has evolved in the last three years.
His explanation of the two modes of potential partnerships, with a smaller CAR-T partnership coming before the bigger $300 mill commitment required for the Phase 3 in MBC made good sense and seemed far more plausible and well advanced than previous such references.
I came away more convinced that they will get a partnership underway in the coming 8-12 months, and maybe much less time for the CAR-T partnership notion.