PharmD🅰️z

Their manufacturing processes are also fundamentally different. $OBX uses potent T-cell stimulatory agents (4-1BB agonist, OKT3, IL-21, etc.) during manufacturing, resulting in a predominantly CD8+ T-cell product. In contrast, $IOVA Amtagvi exhibits a much broader range of CD4/CD8 ratios. This could have significant implications for response kinetics, durability, and indication-specific efficacy. I think this is an overlooked aspect of the $OBX story. Everyone seems focused on mbIL-15, reduced lymphodepletion, IL-2 elimination, biopsy requirements, etc., while paying relatively little attention to the actual cellular composition of the final product. OBX's manufacturing process appears to substantially deplete CD4+ T cells, which may account for ~20% of tumor-reactive T cells in melanoma but potentially ~50% in NSCLC. That difference could be particularly important given the role of CD4+ T cells in supporting durable antitumor immunity and T-cell memory formation. Of course, not all CD4+ T cells are beneficial—some are immunosuppressive Tregs. But broadly eliminating CD4+ cells could mean losing important antitumor functions along with the suppressive ones.

You don’t short a company when a CEO comes out like this and buried in the last sentence of the press release is a government acronym that says the US government is also done waiting and is going to push this company through $ASTS They’re about five people in the world that has spent as much time as I have studying each intricate detail of this company and I know exactly what this fucking means