I have had AFMD on my Dog Pound list ever since they failed in all their T cell engagers and had to drop all the programs. All it had left was AFM13 which was an NK cell engager. Jump ahead a few years and I actually like the data of AFM13 over FT516 and FT538 from FATE. Here is why.
AFM13 is an antibody that binds to antigen and then CD16 with enhanced affinity. It does all of what the NK cells do using the persons own NK cells. Its cheaper, easier, safer and just as effective. It can be copied to dozens of antigens with the same purpose. With the FATE NK cells, they require extensive engineering, manufacturing, costs and lymphodepletion.
I hate to say it, but I always follow the science and let it guide me. I personally like AFMD over FATE right here on this recent data. They both have fantastic data in combinations at 100% ORR, but the AFMD assets offer much more profitability at far lower risk.