Hulskof schreef op 15 februari 2023 10:20:
Dirk op Twitter:
$AFMD Adi's message @SVB: 'it's all good, we know what we are doing. no need to rush it.'
Question he avoided answering:
why does AFM24-NK combo use autologous when Co said they are going allogeneic route?In other words, also AFM24 combo delayed 5 years. NOTHING LEARNED.
Dieter: He did explain that it was for safety reason as the AFM24 targeting EGFR is presented on healthy cells as well.
Dirk: What? He said they used NKGen because at the time not much else available and the cells showed good responses in their models.
But sorry, that must have been 5 years ago.
I've had it. No point in being polite. 1 huge strategic blunder after another. $AFMD
Dieter: Yes - could be close to five years ago (public announcement was 2020 seekingalpha.com/pr/18049507-af… ) - they needed a phase 2 clearance of dose for the combination with option to go to allogeneic cells later on.
And don't forget the potential advantage of using these NKGen cells without need for lymphodepletion.
Tom zei het hier al eens over de Afm24 combo. Als de switch naar allo idd 5 jr vertraging betekent, halveert de koers m.i. de komende maanden nog eens. Wie is dan nog bereid wat stukjes op te pikken? Ik denk erover alles weg te doen.