Why IMU is a multi multi bagger, page-11531

Ben and others, I respect your point of view as for many bio-comps it makes sense to sell when an offer comes along.

But Her-Vaxx, PD1-Vaxx, CF33 plus NK and iNKT are technologies that aren't like pain relief tablet or cough medicine where an impact can be measured in minutes and hours and days. We are talking treatments that get their validation over months and years.

Here is the view of the boards of all 3 comps and I refer to the 3 as all hired scientists and experts have agreed to Hoppers way as this is the best way to succeed in oncology. Sell the drug after ph2 if there is nothing more to improve. And that was and still is the goal.

But the IDMC recommendation opened another avenue, early regulatory approval.

Now you decide:

Sell as planned with the OS data based on mid 2021 or hold on to see how longer the patients survive and achieve an almost "unbeatable" OS number.

Sell the vaxx or the entire platform after Ph2 at a discount as big pharma still has a risk of failure in Ph3 or end up as a junior partner surrendering any influence.

Wait for fast tracked approval, sell or partner at 100% of value which still will have increased by then, don't surrender any bit of the IP, being in control that the drug really gets to the patient.

Now all you salesmen out there, which is the better outcome? If still in doubt, google the Sony story. Almost 100% identical scenario.


CHM and RAD follow a similar script. CHM just started a Ph1 combo trial, its NK platform plus a solid tumour breaking check point inhibitor.

I understand that many here are frustrated and want $1 right now and blame management for everything evil in the world. Who knows whether a 2021 Her-Vaxx deal would have prevented the sp from falling to 13c. IMU got at least $150m in the bank, would $ 650m have made a difference? Probably not in this market where only a steady income, not just a one off, counts.


GLTA