Nov. 4 at 4:54 PM
$ADAPY I doubt there’s any coordinated effort like that — more likely just market exhaustion and fear after the merger. ADAPY still has contractual rights and preclinical assets, so it’s not “dead,” but until there’s clarity on the BLA filing and milestone payments, the market’s going to price it cheap. If US WorldMeds pushes Lete-cel forward and the 2026 approval timeline holds, that’s when sentiment flips fast assuming no deal is made before then.