Hulskof schreef op 13 juni 2024 20:32:
Dit is ook een interessant draadje.
twitter.com/zen_tropy/status/18012274...Deze Shoshin zegt zinnige dingen.
Something clearly percolating @ $afmd. Stripped down ops to focus exclusively on 3 programs in clinic. Sold off R&D. Current EV ~ 55M, with less than 50M left in coffers . . .
. . . not exactly the time, one might think, to be negotiating access to previously out-licensed assets.
But, now, with data suggesting 3 active molecules, we also hear (hat tip to @jdubois1234), they've very recently reacquired rights to afm32 (FRa-targeting ICE) from Affivant, which $roiv shuttered in the downturn.
The plot thickens . . .
x.com/jdubois1234/st…
Yes, affivant held out longer than many of the other "vants." There was--and may still be--real promise there. Be interested to see what it "cost" them to get 32 back . . . But makes sense to reacquire, as adaptive crosstalk, macrophage-engagement & shelf-ready cell combo theses start to prove out