A few impressions from the Sydney meeting. I did not drink other than water. 1. LC is receiving abusive communication from some shareholders. If you cannot take the trip get out as Hopper suggested. 2. Much was a reiteration but the new director was attracted to Imugene by the CD19 flagging technology. He described it as a disruptor and CF33 as probably the most advanced immunogenic virus developed as yet 3. My impression, from Hopper's body language was that the area potentially closest to some sort of financial deal was HerVaxx. He mentioned that nothing would be spoken of it right up front and that there had been delays. He did not indicate any likelihood but I formed the impression that this is where current discussions are being had. He restated that the Imugene strategy was to do deals in Phase 2 - where we are now- like Virolytics, and that Phase 3 was not for Imugene alone. 4. Yuan made some comments on CF33 where he indicated that it was all going to plan and at a remarkable speed. He stated that it was killing tumours but for publication these needed to be biopsied to confirm necrotic tissue, which is occurring now. He showed confidence and a relaxed calmness in the progress that appeared very authentic. The Melbourne performance will be recorded and made available to non attendees. Overall very reassuring though no specifically identifiable timelines. My opinion only. Good luck.
IMU Price at posting:
13.0¢ Sentiment: Hold Disclosure: Held
