IMU 1.67% 6.1¢ imugene limited

Ann: Europe Patent to be Granted for PD1-Vaxx Cancer Vaccine, page-103

  1. 328 Posts.
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    WMHB I respectfully disagree with some of your assersions.
    I know through some of your posts that you have had personal interactions with Imugene management at non-deal roadshows along with some correspondence, which likely makes you better qualified to comment more than some others.
    However Imugene may be in talks with a suitor as we speak, and as Leslie has asserted these potential partners/licensees/purchasers do not always wait for phase 3 data, or in fact phase 2 completed trials.
    As she told us in the recent investor webinar with Paul Woodard & Bradley Glover, when asked about potential suitors, her response was that that information could be considered material and a big smile comes onto Bradley Glover's face.
    I am not sure what you mean that both Imugene management and shareholders have been reticent to change, enormous changes have taken place with this company, I won't insult you by listing them as you are already well aware of them, and how do you determine shareholders have shown a reticence to change.
    Looking at the Senior management and also the scientific advisory board, and you read the brief CV's I would be confident they have the right team, I could of course be mistaken, however I am prepared to give them the benefit of the doubt and until proven otherwise will hold this view.
    I also agree with Leslie that with exceptional (my emphasis)science, the money will come, they have the first in class Allogeneic Azer-cel, they have fast track with CF33 and of course the Oncarlytic with CD19 targeting for potentially making cold tumours hot.
    Also when Lesie was asked about the potential for a Nasdaq listing on good news she did not hesitate to say yes, no pause, no qualifications.
    I do enjoy reading your posts and appreciate the time you put into them, however on this occasion I could not let this pass without an alternate opinion.

    DYOR opinion only
 
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