IMU 6.78% 5.5¢ imugene limited

Ann: Imugene HER-Vaxx Phase 2 PFS Data and Flags Three New Trials, page-106

  1. 423 Posts.
    lightbulb Created with Sketch. 3449
    This is THE point.

    We are as effective as a $6+ Billion USD pa drug?? But with no added toxicity. What doctor in their right mind would opt for a bio sim (even at 20% cheaper than a Herceptin) when they have another option that has no toxicity. Making Hervaxx/Herizon the best in class for the treatment of HER-2 cancers. HUGE commercial viability.

    When you consider patients often stop their own treatment because of the side effects, having no toxicity with the same efficacy has HUGE commercial viability. Coupled with a PD-1 inhibitor in these subsequent trials we are more than likely going to see a combination that will build on these positive results.

    What would big pharma pay for best in class therapy within a market worth more than $10+ billion USD pa?? I guess we will find out soon enough. Considering our market cap is $1.5 billion USD...

    It seems many investors value IMU announcements relative to the MC when they get released, I think this is borne out of spec mining companies that have one tenament. It's important to rememeber IMU has MULTIPLE and distinct platforms to kill cancer. And although it's not crystal clear yet, it looks like we are very competitive against the T-Cell monoclonal market (Expected value of $300 billion by 2025) with Herizon and PD-1Vax and the mimotope platform. And the industry breaking potential of CF33 OV and CF33-CD19.

    Its a marathon, not a race, let annoucements such as this scare you into your wits, not out of them!

    DYOR IMO
 
watchlist Created with Sketch. Add IMU (ASX) to my watchlist
(20min delay)
Last
5.5¢
Change
-0.004(6.78%)
Mkt cap ! $409.9M
Open High Low Value Volume
6.0¢ 6.1¢ 5.5¢ $2.467M 43.41M

Buyers (Bids)

No. Vol. Price($)
6 140540 5.5¢
 

Sellers (Offers)

Price($) Vol. No.
5.6¢ 584888 14
View Market Depth
Last trade - 15.23pm 24/06/2024 (20 minute delay) ?
IMU (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.