Feb. 7 at 9:55 PM
$ARTV
🔥 ARTV / AlloNK — Monte Carlo Risk View + New TCT Poster (attached below) Strengthens Commercial Case; however, no new patient data was released so still very speculative.
🧬 Poster Highlights:
• 32 autoimmune patients treated
• ZERO CRS / ZERO ICANS
• Outpatient cell therapy delivery
• ~
$18K treatment support cost vs ~
$382K CAR-T
💰 Manufacturing:
• Off-the-shelf NK therapy
• <
$1K per vial production cost
• Scalable platform potential
📊 Monte Carlo rNPV:
• Median valuation ≈
$3.7B
• 75th percentile ≈
$6B+
• Bull platform scenario ≈
$9-12B+
⚠️ Still early clinical stage, no further data has been released about the patients.
⚠️ Durability vs CAR-T remains the primary proof point
💡 If efficacy durability approaches CAR-T…
This could unlock mass autoimmune cell therapy adoption and is still highly speculative pending proof of concepts in upcoming data release in the autoimmune space. Lat week’s data released DID Not include new patient data and likely intended to frame the upcoming release.
Still holding and awaiting patiently data release, good luck longs.
