IMM 3.33% 29.0¢ immutep limited

Overnight Market report, page-310

  1. 1,600 Posts.
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    So far IMU’s B-cell results have been like warm and haven’t led to fast tracking like IMM’s and they are years behind IMM with no registrational trials imminent. I guess they have a more diverse platform with the Oncalytic virus stuff but often diversification is required because you are not getting the results in your prime area.
    IMM, on the other hand, can stick with Efti because the results speak for themselves and we have a FDA fast track with a Keytruda trial.
    Why our share price is so much lower has got me stumped. It certainly doesn’t have anything to do with trial results otherwise the relative share price’s would be reversed. Which is why I disagree with Ahjay. I think Leslie Chong’s industry charisma and ability to attract excitement and investors is the key difference between the two companies.
    Let’s hope the spot light on Lag3 finally kicks things off.

 
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