Media Thread, page-5427

Ok, thank you for the link to the Bioshares slides. I can't tear them apart, there are many strings to IMU's bow and they are all aimed at big markets. Its why I invested in IMU in the first place - don't want biotechs with only one opportunity. All I'm saying is that because they are all so early stage, I can get to a valuation of $500m to $1b (which is why it made sense to invest below this level). Had HER-Vaxx progressed to Phase 3, I'd be more comfortable with the $3b valuation IMU got to.

My bone of contention with management is that it (mis)led investors to believe HER-Vaxx was going to progress to Phase 3, hence the $3b valuation was not challenging (I fell for that for a long time).

I think I have a pretty good grasp on what is required to progress clinical trials (in terms of O/S benefit and statistical significance) so you're being a tad condescending with your comment. At the end of the day the weight of market opinion is on my side (60c down to 16c), so its pretty crowded in this rabbit hole.

Anyway, I'll be eating humble pie (not to mention nursing missing significant financial gains) if HER-Vaxx does progress to Phase 3. Wonder how many posters on here will do the same if it fails to progress?

Agree we're going round in circles.

I do mean "peace".

All the best with your investment.