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Hi @Mason14,Would you mind explaining the rational between...

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Jase99

558 Posts.

1708

14/04/24

17:56

Post #: 73338298
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Originally posted by Mason14: ↑

Is this it?

You say a lot of words, but if you want to address my analysis of the interim CF33 data, do it directly. The analysis is not simple, so it cannot be explained away by ‘cherry picking’. If it is a twist/interpretation, address the data specifically. It should be very easy for you to explain the data if I have misconstrued it.

An average 5.2% (CR/PR) pseudoprogression rate across 3,402 patients for approved ICIs means that the likelihood chance of an ORR in the cohort 4 patients are:

1 patient = 14.02 %
2 patients = 0.77 %
3 patients = 0.014 %

It’s up to investors to decide whether CF33 has the same clinical efficacy as approved ICIs. Based on the efficacy data so far, I think pseudoprogression rates would be much less than 5.2%, but I could be wrong.

Using evidence-based pseudoprogression rates and some mathematics, IMU have an 86% chance of failure in cohort 4. This is my process of determining risk. If you disagree, show me your analysis.

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Hi @Mason14,

Would you mind explaining the rational between comparing an oncolytic virus (CF33) with ICIs?
Sure, they're both considered immunotherapies but they're obviously not the same thing and have much different modes of action.

IMU Price at posting: 9.2¢ Sentiment: Buy Disclosure: Held
17 Upvote

1 Great analysis

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