Nothing new as far as the pipeline is concerned other than a little shift of schedule here and there. Ultimately, it will all come to pass, one by one.
The new thing for me is IMU is not for either partnerships or takeover. In fact, IMU can be both for partnerships leading to ultimate takeover. That is something I have personally never contemplated. I always thought it is either one or the other. With the appointment of Dr. Shah who has many friends and contacts, and the takeover comment by Leslie Chong today, I think the plot is finally exposed.
I am expecting to see some activity in terms of a big pharma taking a stake in the company. Which is probably why LC kept saying the science will bring in the investment value. When it comes to science, who would know and understand better than big pharma? Certainly not most of the fundies out there. But big pharma, yes. The day a big pharma takes a stake in IMU, that is the signal that the big pharma will want to swallow IMU whole in due course.
Keep eyes peeled and enjoy the ride folks. It is going to be exciting. Especially once the first deal drops.
The above is just my observation and opinion after a Friday long lunch.
Believe it at your own risk![]()
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