IMU 1.41% 7.2¢ imugene limited

I haven’t gone through every post as all I see is people...

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    I haven’t gone through every post as all I see is people complaining about the CR and share price but I don’t think anyone has addressed a possible master stroke angle.

    I think this is possibly a master stroke and here is why I think that….

    This will possibly be the first Allogeneic CAR T on the market and it will most likely beat CF33-CD19 to registration by a fair amount of time.

    We will possibly have an income stream well in advance of what is currently likely from CF33 or any other line we have.

    CF33-CD19 is designed to flag solid tumours with CD19 so that a CD19 CAR T can be used to attack solid tumours.

    Currently CD19 CAR T is made patient specific, which is a slow process and costly. Allogeneic will be quicker, cheaper, readily available and have a shelf life.

    When I think about CF33-CD19 it is basically a carrier for CD19 CAR T.

    At the moment we are proposing a two part system for solid tumours, first dose with CF33-CD19, then dose with a CD19 CAR T which is patient specific.

    If we have an Allogeneic CD19 CAR T one would assume that CF33-CD19 could just be added and the patient would have one dose of a combination as an IV.

    Once CF33-CD19 has it’s safety profile, I think we will see a combination study with Azer-Cel. If this combination is proven, I think it will provide a fast track of CF33-CD19 registration than if we went alone.

    So in my view the sum of the two is greater than the parts and having both parts provide advantage and control of our destiny.

    I guess time will tell. I am happy to wait and see.
 
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