It is all about securing the CAR-T cells for the trials at this stage. The next problem would be how to secure the cells should Azer-Cel become an approved treatment as multiples of the current production would be needed. If IMU is clever they will sell Azer-Cel and leave that problem to the buyer / partner who might have their own facility.
The cost reduction is significant while they ( hopefully ) still have access to their cells. But I guess LC will have that sorted.
A few times I wrote about some PH-decisions that made no sense at all at that time " I hope one day we can say - Ah, that's why! " Today is one of those days as it now makes sense that CHM has secured its own cells independent of IMU. A shared facility would have made sense for both in September '23 but both LC and CHM's JC told me that won't happen - now we know why. If all the other Hopper decisions will make sense in the LT then I owe him a big apology.
GLTA
It is all about securing the CAR-T cells for the trials at this...
Add IMU (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
5.9¢ |
Change
-0.002(3.28%) |
Mkt cap ! $431.8M | |||
| Open | High | Low | Value | Volume |
| 6.2¢ | 6.4¢ | 5.9¢ | $919.2K | 15.26M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 899777 | 5.9¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 6.0¢ | 110472 | 3 |
View Market Depth
| Last trade - 16.10pm 06/06/2024 (20 minute delay) ? |
|
|||||
|
Last
5.9¢ |
Change
-0.002 ( 4.53 %) |
||||
| Open | High | Low | Volume | ||
| 6.2¢ | 6.4¢ | 5.9¢ | 5930301 | ||
| Last updated 15.58pm 06/06/2024 ? | |||||
| IMU (ASX) Chart |