Media Thread, page-1027

I note the discussion regarding licensing agreement, partnership or takeover.

I suspect a licensing arrangement would be what LC and IMU are working on at this stage.

Her Vaxx is looking more effective, less toxic than current SOC, in addition FDA has raised concerns about some options in the current SOC repertoire. FDA approval I suspect would be an necessary element to a licensing agreement, this removes risk from a pharma point of view.

My experience in other biotech investments is that the FDA process takes months at least to execute.

It also seems to me that potentially the B cell platform “ works” across many solid tumour lines.

PD-1 Vaxx is is in the early stages of development, with equally encouraging early results.

CF 33 is only just getting started.

If there were a takeover offer for IMU it would have to be at a very high multiple, due to the scalability of the various platforms IMU currently hold across multiple tumour lines.

I suspect a formal takeover offer would trigger an all out bidding war, given what is at stake?.

A licensing agreement would give IMU an income stream, as well as time to prove up their platforms across multiple tumour lines and in various combinations, some of which are very likely unknown at this time?.

This would obviously greatly enhance the value of the underlying assets IMU currently hold.

IMHO K