Aug. 7 at 11:28 AM
$HOWL @BiotechValues PART I: Not to be combative, but you reference ChatGPT analysis in a post below and I would just offer that I asked it to contrast the value of Howl's assets against those of
$BCAB as an AI exercise. My question was generic and unbiased. And should be taken with more than a grain of salt. ChatGPT's response:
Why I think BCAB could command the larger premium
Several factors differentiate BioAtla:
Breadth of the platform. CAB technology is applicable across multiple antibody modalities, creating more optionality than a cytokine-focused platform.
Pipeline diversity. BCAB has multiple distinct assets (ADCs plus a conditionally active T-cell engager), whereas HOWL's programs are more concentrated around cytokine biology.
