If CF33 proves to be as effective as seen in lab, I very much doubt if any single big pharma would be able to take over IMU. I mean, sure, if a BP were to throw even only US$20bn at IMU, most retail shareholders will want to take and run. However, the threat of the success of CF33 to all the other BPs would not go unchallenged. There will be a bidding war in such an instance which can go to hundreds of billions of dollars, given the potential size of the ever growing cancer market. Lose/lose for all concerned.
Further more, IMU is already dancing with Merck USA, Merck Germany, Pfizer and Roche. These are who we already know. But I am sure there are some dancing in the dark with IMU, like the recent life sciences investors. With so many BPs already dancing with IMU, I just can't see any potential successful takeover at all for any one BP.
My belief above can also be seen in the umpteenth times both LC and YF mentioning combination immunotherapy. Even with the current Vaxinia PH1 trial. One arm is being done in combo with Keytruda already. Meanwhile, there is all these partnerships with OnCarlytics which will soon progressed to PH1 trials as well. For now, there are only a few partnerships. But who knows after the SITC reveal, there might be more.
In conclusion, all signs points towards potentially myriad of partnerships. To take @Mat.B Tesla analogy one step further, I see it as instead of like Tesla becoming the leader of electric car, I see IMU as the provider of all the batteries to all the future electric car manufacturers. In other words, all these BPs drug just can't kill the beast without enlisting the aid of CF33 or its potentially many variants to come. Therefore, once CF33 is proven, there will be deals galore instead of any takeover attempt.
The above is just how I see it unravelling for IMU. I could well be off the track. Only time will tell.
IMU Price at posting:
19.5¢ Sentiment: Buy Disclosure: Held
