Rubbing my ball, page-1092

The Imugene story is unfolding before our eyes, and it's a beautiful story. For those that have been following the story for a while, or new investors that have taken the time to read the plethora of information available, it is also a pretty incredible story. The paradigm-shift is underway. More and more data is being gathered across our B Cell and CF33 platforms, with onCARlytics not too far behind. Yeah it takes time. Careful steps along the way to ensure safety, dose escalations, efficacy, and different cancer targets. But with each tidbit of information delivered by LC, our investments become more and more de-risked, and hope for cancer sufferers increases.

In a sense, the current SP is irrelevant. In my opinion, it does not reflect the current or future worth of the company at all. From that perspective, the current SP is a gift for those savvy enough to pick up some more. It is more than likely that price suppression has been occurring for some time, a prolonged tree-shake to transfer future wealth from the impatient to the patient.

To me, the latest announcements regarding the CF33 platform are very significant. With CHECKvacc demonstrating its ability to infect and replicate in TNBC tumours, with no safety issues, is huge news. It is doing what it was engineered to do. It is now a matter of demonstrating that the viral load obliterates the tumour cells and moves on. I have a feeling that our scientists already know this.... but need more evidence. Which takes time.

Now for the purpose of posting on the good ol' ball rubbing thread. Mind you I have very little idea how to value such technology in a monetary sense, but the value to those fighting cancer, the value cannot be understated. But consider this. If CF33 works, and I have a sneaking suspicion that it will, I honestly couldn't see it valued anything less than $30bill US in itself. A safe and effective drug that kills solid tumours locally and metastatically? $30bill seems actually ridiculously cheap. So $30bill over approx 5.8bill SOI gives around $5.13 US per share. Sounds outrageous right? Well also tack on the value of our other IP (should they be proven), so add on a dollar or two. Convert US dollars to AUS. Madness. But not out of the question.

Like I said, I'm no economist or scientist. But given the information we have, these are the type of figures I'm predicting. Maybe in years, maybe sooner than that. Be happy to hear others' thoughts, or shot down for my estimation. Regardless, to live in the era when cancer is eradicated or treated like a common flu would be pretty special. Guess we will find out soon enough.