IMM 20.3% 35.5¢ immutep limited

i'm impressed, page-8

  1. 701 Posts.
    If everyone knows is works, why are we at 12c?

    This will be data that could entice larger investors that have been waiting for more proof. (The importance of enticing investment with data was italicised on one of their first slides)
    It's almost a sneak preview of the phase 2b efficacy data (albeit, not survival based).


    other good points from the meeting:

    -Clarification on the Dubai decsision.
    TGA export permits would take more than a year and the need for apheresis wasn't as high as they'd hoped (in order to cover costs until they could sell CVac.)
    No issue with CVac, and importantly no issue with the profitability of CVac itself.

    -Neil and MR's confirmation of staying on board.

    -Safety data is as expected. Safe.

    - A question was asked about the shift to post surgery treatment as opposed to taking on full blown cancer. This was asked in a manner that suggested this was a bad thing due to limiting potential patient market.

    The vast majority of patients diagnosed with OC will go into remission. That's our market.
    All we're excluding are those that will not respond well to any treatment and palliative care is the only option.
 
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