Just had a first view of the video. A lot to digest there so need to watch again a few times to really let them all sink in. But one point from Prof Kaumaya stood out for me. He believes that IMU's own PD-L1 is even better than the Tecentriq PD-L1. And therefore eventually, the combo would be with IMU's own PD-L1. My inquisitive mind immediately ask, 'so where does that leave Roche if that should come to pass?'
And I could be wrong here, but in the video, the Prof said it takes about 6 months from concept to producing the vaccine. I remember distinctly that LC said in past interview that they hope to have a vaccine in 6 months that can be used to treat all cancer. Putting 2 and 2 giving me an all cancer vaccine, I think she is referring to this B cell combo vaccine that is in the work. I could be wrong but that is my take on my first viewing. But if true, then where would that leave the Keytruda/Hervaxx combo? Especially given that all of these B cell tech have no tolerability and toxicity issue.
If my above take is correct, there could well be a bidding war for IMU's B cell tech.
IMU Price at posting:
26.8¢ Sentiment: Buy Disclosure: Held
