Now that PACT is re-setting their vision for the third time, for those interested in evaluating our closest competition in targeting neoantigens, suggest that you make your assessments soon. AZN will be wise to pull the public data behind a curtain until they figure out what they own and make some serious progress out of pre-clinical.

Of a big tell for me, selling "the NCI blueprint" to kill epithelial cancers for $320mm invites speculations (over their head? CRISPR black hole in price and complexity? Admission of two/three years behind?)

https://www.neogene.com/