March Roadshows, page-221

Hi Davy

i just finished attending the Melbourne session and it was exactly what I expected after reading the chatter around Sydney’s presentation and the announcement today.
This didn’t take away from the fact that it was amazing to see yuman and Jakob talk with such passion around oncology.

The vibe I got was that Dr Dupont is the MVP in regards to taking drugs to market with over 10 to his name. I’m sure he could’ve chosen any other biotech in the world to have worked with but he has chosen Imugene.

In regard to your comment about yuman stating that they are seeing results in humans similar to mice he definitely said something along those lines. I believe he drew the link when crossing between the scan of cf33 infecting mice and also the scan of the patient being treated for TNBC on the latest CF33 results poster.
He also mentioned that he had just finished just a major publication of CF33, I’m not sure if this was referencing the initial cohort 1 results or something more recent??? Either way you don’t publish average results…

Hoppers initial speech couldn’t have been more clear in that he didn’t want to talk about any hervaxx deals, reading between the lines there is 100% discussions going on in the background.

The question was asked about share consolidation and Paul said that it was on the agenda of every quarterly meeting for the last 8 years but was constantly shot down. If this was to happen it would be on the back of a “Super Annoucment” He referenced the last 4 times he had been involved in a share consolidation and each time the price dropped 15-20%. At the current share price levels I don’t think anybody would vote in favour of that at the moment. Nasdaq listening is definitely on the cards but nothing set in concrete yet.

Overall a very good presentation and gave me nothing but confidence that they are on the right track. Yuman and Leslie were also on the wines and looked very relaxed through the whole event.