IMU 4.55% 4.6¢ imugene limited

Why IMU is a multi multi bagger, page-4565

  1. 2,905 Posts.
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    Lol GR

    In defence of The Duke, I would describe it more as "understandable exuberance." We are having a happy day here and we can cut the guy some slack. He's living in a different time zone and maybe had a few bourbons already before hanging up his boots and heading off to bed. I can relate to that....

    Of course you are quite correct. If it was a certainty it would already be at the suggested price. I'm sure the big guy knows that too. I get accused occasionally of up ramping myself, but I have also said repeatedly that Imugene remains a speculative buy and will be so (at least for me) right up until the day they sign a multi-billion $ deal. I think it is increasingly likely that will happen, but my life is also full of hilarious (and less so) examples of times when I was ridiculously wrong.

    So it comes down to everyone making their own assessment of questions such as:

    - What are the chances of major clinical success for one or more of IMU's drug candidates?
    - What is a reasonable commercial value of such a success?
    - What could go wrong?

    I think it is fair to say that Imugene has greatly increased the range of its IP, and the number of drug candidates/technologies which might bring clinical and commercial success, as well as the range and significance of its partnerships.

    They also have some excellent initial indications of clinical effectiveness for Her-vaxx and PD1-vaxx, but they need more data.

    Today's announcement is reasonable evidence that big Pharma now gives some credibility to the chances of success with Her-vaxx, and by extension the whole B-cell vaccine approach. So there's that.

    And no -success is still not a certainty; it won't be until it happens, and then it won't be a prediction - it will just be a fact, and the price to buy in will be commensurate.

    So I guess I'm saying - I agree with you mate, but please go easy on The Duke - it's not easy being a legend, lol.

    Cheers

    Dave

    PS Today's fun fact - the real John Wayne died of Gastric cancer. https://outsider.com/news/entertainment/john-wayne-what-were-cowboy-icons-last-words/

    PPS I've been posting here far too much. Going back on silent mode now.




    Last edited by davybabyk: 16/11/21
 
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