Tom3 schreef op 15 januari 2020 22:10:
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Stevig vasthouden, gezien de stijging vandaag (+4,8%, net volume van 596k stuks) lijkt het erop dat de markt door krijgt dat het fonds wel erg goedkoop is tov Fate, nu er echt een zware CM is aangesteld. Fate moet ook nog een paar technische hordes overwinnen (als ik de commentaren op Yahoo en SA goed interpreteer). Ik heb helaas net te weinig verstand van zaken om dat goed te kunnen beoordelen.
Een commentaar van A. May (zowel aandeelhouder van Fate als Affimed) op SA inzake Affimed:
My guess is that splicing in new HLA types won't be in the cards. Even HLA types E and G have documented immune-activating functions and the various interactions of different HLA types are ludicrously complex. I think Fate would have a hard time justifying designing HLA inserts into their cells with the FDA - too much unknown there. My best bet would be to knock out all HLA types leaving the only potential immune response to the foreign cells being NK recognition of cells with that aren't presenting any MHC molecules.
In the end Peter's overarching point is the right one though - No matter what challenges cell therapy companies face, Fate is going to be well positioned to out-maneuver them because of their ability to keep adding edits on top of existing iPSCs.
Sep 18, 2019. 12:08