Goodstockday
Sep 24, 2:40 PM
$ARTV Treatment results sound encouraging. CEO said they can get COGS to 8K per treatment. Treatment expected to last 1yr minimum.
How can this compete with off the shelf CAR-T? For example,
$FATE cost per treatment is 3K and can go much lower with volume. They will likely eventually have a treatment with no chemo.
A little further behind is In-vivo CAR-T.
I just don’t see a long term future for the
$ARTV approach. Am I missing something?
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