Mar. 10 at 4:22 PM
Let’s talk about being first with technology: GAlette it is my experience that once you lead in an area in biotech such as dry AMD in delivery systems , real time stability , cell culture etc…..why would you want to give the farm away ? So as soon as data and phase 2a are release how does that affect Astellas phase 2 timeline ? Point being it is Al way easier as #2 with FDA approvals ….you pig back the different development in shorter time frame …..I know it is frustrating to lag the time line for as long as ROche and Genentech with not coming forward with updates and data, but this is done for a purpose of not helping the competitors……secondly will the treatment dry AMD be replacement cells only for second generation…take T1D cells
$LCTX has an advantage because of AlloSCOPE manufacturing process , but first generation will be different than 2nd and 3rd with immune tolerance a focus Ask
$SANA bio and gene therapy companies about cellular scale up when you need billions cells
