$ALLO Technical selling from the recent Caribou panic has pushed the stock against book value floor, but the actual underlying data points to a massive disconnect ahead of the ACR Convergence conference on Nov 9.
The preliminary Phase 1 RESOLUTION data for the ALLO-329 autoimmune platform is already live and fully verified on the official ACR medical abstract registry (Abstract
#1178):
• Safety Blueprint: 0% Dose-Limiting Toxicities (DLTs) across the initial 9 patients treated.
• Mechanism Proof: Successful B-cell depletion was explicitly achieved in both lymphodepleted and completely non-lymphodepleted (chemo-free) cohorts via their Dagger® tech [1.21].
• Early Clinical Efficacy: A severe Scleroderma patient saw a massive mRSS skin thickness reduction from 19 at baseline down to 6 at Month