Aug. 2 at 3:04 AM
$CABA $LEGN $CRSP $BEAM $CABA
$CABA deserves to be mentioned alongside some of the most respected names in cell and gene therapy. Founded in 2017, nearly a decade has gone into building this platform. It was created by Penn CAR-T pioneers, strengthened by executives behind Kymriah, Yescarta and Carvykti, and now has registrational programs underway, a 10-year commercial manufacturing agreement, and leadership covering science, FDA strategy, commercialization and M&A. Investors who have followed
$LEGN,
$CRSP and
$BEAM know these companies often spend years quietly building before the market finally recognizes what they’ve created. I believe
$CABA has reached that stage where years of science, execution and infrastructure are in place, yet the valuation still reflects very little success. We aren’t looking at an idea anymore—we’re looking at nearly 10 years of progress before potential commercialization. That’s exactly the kind of setup that gets my attention.
$CABA