IMU 5.77% 5.5¢ imugene limited

From the "Professor".....

  1. 205 Posts.
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    Here are two emails I received from my mate who, with me, has reasonably sizable positions. He is usually the smartest person in any room although he would never agree with that presumption but regardless these two emails sum it up pretty nicely.... Email #1 Wow. Talk about upping their game. IMU must be extremely confident about their current trial and overall clinical program. What a bold move to capture, again, innovative immuo-oncology technology from universities. Add to this, getting multiple USA clinical trials along with the underlying IP. And again, they're going to get scores of world-class researchers working for them without having to pay their salaries. IMU has taken a market segment (biotech) with extremely high operating costs and effectively has found a way to run their company with nearly no staff overhead. With this deal IMU is going to be managing multiple, global clinical trials focused on B-cell cancer vaccines. Talk about the news flow we can expect over the next few years with multiple clinical trial going and the impact this will have on IMU's SP. The Ohio State University Comprehensive Cancer Center is a world-class cancer research facility with a few hundred research scientists hard at work on immuno-oncology. And of course the Mayo Clinic is one of the most famous research hospitals in the world. Both will be able to recruit and run multiple clinical trials at their cancer centers. The scientific punch (and prestige) these two organizations bring to bear for IMU is hard to overestimate. This development is going to put IMU on the world map. I can't help but think that Axel Hoos played a big part in identifying and introducing Paul and Leslie to the key researchers at these two cancer centers. I'm also thinking, with this new USA focus, that a nasdaq listing will certainly be on the radar. A nasdaq listing will be the only way for IMU to realize the value of the "new IMU". This may take a year or two but I think it will definitely happen. Overall: a very gangster move. Guys, we're going to make a s--t-load of money with IMU. Email #2 I'm just starting to read the research by Ohio State University Prof Kaumaya. This is much bigger than JUST b-cell type antibody 'drugs' (her-2, pd-1, etc.). He's developing cancer vaccines that target a wide range of tumor weaknesses; for example, blood supply, growth factor signalling, metabolic regulation, etc. In other words, the tumor micro-environment, much like the arginine modulator. But (it appears to me) he's formulated them as vaccines. He thinks that combinations are the key to a successful immunotherapy so he's developed a wide range of vaccine/therapies that could be used in combination. We may have cornered the market vis-a-vis the cancer vaccine space. No joke. In my opinion this deal has advanced IMU's position by 2 years. We haven't even started the pre-clinical work on the austrian-based PD-1 mimotopes. He has a FDA-ready phase I PD-1 clinical trial ready to go. We're only at the phase 1b stage for our her-2 mimotope. They've already started their her-2 phase 2 trial. This means we're likely to get a PD-1 phase 1 trial started by Q4 this year or Q1 2019 at the latest. I can't overestimate the combined strength IMU will have going forward. The combined intellectual and scientific muscle, along with cutting-edge R&D labs. How much more attractive IMU will be to potential pharma partners? And this is where Axel Hoos will come into play. With his reputation, IMU will have no trouble being introduced to the who's who of the big pharma world. And IMU will have quite the compelling story to tell. Not bad for a company with only 4 full-time employees!
 
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