The CF33, Vaxinia and Oncarlytics Deal, page-512

Sharpened,

How would a deal look? One deal with Merck or 500 deals with every immunotherapy/CarT Company. Who would then sell their product with CF34/CD19 in the product?

If IMU is successful and gets Breakthrough Designation for Vaccinia for 10 different solid tumours, how much is that worth. What if they get approvals for all solid tumours that show a CD8 response after vaccination?

It’s a US $400bn market. At a very minimum the drug woukd be worth US$100bn on FDA approval. Who has that cash laying around? Merck is only valued at $300bn all up.

This s the type of deal that should be analysed by the PHD’s at Harvard Business School. Far too big a question for my skills.

Is any of this remotely possible. YF seems to think the science is in. Leslie Chong has said Breakthrough Approval is likely.

I doubt there is any doubts about the need to address the $400bn cancer market.

So it’s easy that see why a deal hasn’t been done. Who wants I sit out and watch when the Vaccinia Data is released?.

If a buyer turned up with 50m worth of buys this week and aggressively pushed this up 3 cents it would take off. There are a lot of eyeballs on this stock.