Financial Performance And Cash BurnAnalyst observes that a reported quarterly net loss of $21.7 million, or $0.29 per share, underscores ongoing cash burn and the need to manage operating expenses.
Protocol Adjustments And Prior EfficacyAnalyst notes that the shift to a fludarabine plus cyclophosphamide conditioning was prompted by incomplete B cell depletion with the prior regimen, indicating earlier protocol inefficacy and potential need for further adjustments.
Safety Risk — B Cell AplasiaAnalyst warns that company disclosure of deep B cell aplasia in some patients raises safety concerns that could increase monitoring, treatment burden, and regulatory scrutiny.