Since posting last night I have taken some time to read through some posts this morning and it would appear people are losing site of why they invested in Imugene. They are indeed questioning their investment in Imugene. I then started to scroll back through my own notes. In doing so myself took some time out to revisit a post I wrote in early January 2022 when the share price was 36 cents. I had penned 50 reasons why I at the time thought an old client of mine, a sophisticated investor, should consider an investment in IMU. It's interesting when I look back at my rationale and reasoning then, I see nothings changed, other than the fact Imugene has continued to grow fundamentally. Added to which investors are now on the cusp of results from both CF33 Check Vacc and Vaxinia, with the signs looking extremely positive. The solid tumour market continues to grow, no-one has of yet conquered the holy grail of cancer research as it is, and Imugene has moved even a step closer to doing so their Oncarlytics platform.
Since penning these 50 points in early 2022 we have cleared three cohorts of patients safely in the OV trials, both in IT and IV, Oncarlytics has produced excellent pre clinical results in up to 3 different studies with 3 different Car T and allogenic therapy companies including Amgen, where significant tumour killing was present.The Oncarlytics platform has successfully obtained an FDA Approval to commence in human trial in combination with the Big Pharma Amgen's drug
Blinatumomab, sold under the brand name Blincyto. Professor Yuman Fong has been on US TV stating he is convinced one day Vaxinia shall become human therapy in combination with many other therapies, to meet the huge unmet need that is eradicating solid tumours in cancer patients, present in up to 90 percent of all cancers. Her vacs has been shown to extend life even further over the SOC Chemotherapy than was the situation in early January 2021, and PD1 Vaxx has received an approval to trial in combination with Tercentriq, a successful Roche drug. And a US patent to boot. Oh and did I mention Vaxinia is already in combination with Keytruda, Merck's blockbuster, at close to Vaxinia's optimal biological dose rate with whispers of a few complete responses in the trial? In fact CF33 and Vaxinia founder Professor Yuman Fong YF has gone as far as to say "everything we saw in animals we are now seeing in humans". He has even gone as far to say "we are seeing unequivocal signs of cancer killing in humans".
Are things much better then they were in January 2022 when I penned these 50 points? Of course they are. Yes the company management could have handled some issues better. Yes a bit more financial and strategic direction is needed. But make no mistake, this is fundamentally a sound investment with runs already on the board and huge potential. Silence all the background noise and continue to focus on why you invested in the first place..I have
1. Imugene produces safe drugs and vaccines for cancer patients
2. Imugene’s drugs have exhibited low levels of toxicity in clinical trials
3. Imugene’s drugs have shown to cause limited if any side effects in clinical trials
4. Imugene has the technology to map, image and track oncolytic virus (OV) treatment in patients
5. Pre clinical trials have been outstanding across all of Imugene 3 immunotherapy platforms
6. Imugene’s B cell clinical trials have produced efficacy in both phases 1 and 2
7. Imugene’s oncarlytics platform has the ability to target solid tumours the “holy grail” of cancer
8. Imugene’s personnel are experienced pre and post clinical professionals
9. Imugene has no debt and over 100 million AUD in the bank for future programs and trials
10. Imugene has licensed multiple B cell vaccines from world leading innovators and institutes
11. Preclinically CF 33, the powerful OV was successful in eradicating 90% of cancer lines
12. Imugenes vaccines have patent lives out to 2036,7 and 8 providing long shelf lives
13. Imugene has strategically secured patent protection in South East Asia, the US and Europe
14. Her Vaxx has prolonged lives & reduced death rates in Phase 2 trials over the standard of care
15. 3 Big pharma including Merck & Pfizer are participating in combination trials with Her Vaxx
16. PD1 Vaxx has eliminated cancer in patient(s) in Phase 1 clinical trials
17. Imugene’s B cell treatments have preclinically been successful in combination with eachother
18. The immunotheraly and OV markets are forecast to grow at double digit CAGR’s in the 2020’s
19. Imugene inventors Yuman Fong and Professor Kaumaya are world renowned
20. Imugene presented their drugs and treatments in the worlds leading cancer forums in 2021
21. The existing directors all hold more shares on the IMU register than they did 12 months ago
22. Imugene has secured ongoing R&D grants and returns from the Australian Government
23. Imugene’s Chairman was recently awarded biotech Chairman of the year in Australia
24. Imugene has recently attracted leading clinical practitioners to their organisation
25. Imugene has 4 US FDA approvals in the USA to trial their drugs in patients
26. Comparable drugs to IMU’s yield revenues of up to 16bn USD per annum, i.e., Keytruda
27. Imugene has had no significant setbacks in phase one and two clinical trials in 2020/2021
28. Imugene’s oncarlytics platform has secured two collaborations with leading US Biotech firms
29. IMU’s immunotherapy drugs are less expensive to produce & administer than existing drugs
30. Building up one’s immunity has the potential to treat illnesses other than just cancer
31. IMU drugs are in favour with US regulators due to their comparatively lower retail price
32. Immunotherapy drugs worldwide are being fast tracked into production by big pharma
33. In 2022 Imugene shall potentially secure another 3 FDA IND approvals in the US
34. Imugene has already performed capital raises and has no plans for further ones in 2022/23
35. IMU has 3 product platforms a long product pipeline and potentially multiple revenue streams
36. From a technical perspective Imugene is well off year highs at 62 cents
37. Leading analysts @ Roth Capital & Bell Potter have buys on IMU & price targets up to 71 cents
38. Imugene has money in its budget to commence manufacturing facilities for their products
39. IMU’s CEO Leslie Chong has decades of scientific & technical experience @ RocheGenentech
40. IMU is an ethical investment providing safe @ effective treatment for cancer patients globally
41. Imugene staff work tirelessly to secure favourable outcomes for cancer patients worldwide
42. CF33, oncarlytics, Eureka & Celularity collaborations could eradicate solid tumours in patients
43. Imugene is constantly searching for new combination drugs and partners to combine with
44. Leading US fund managers Vanguard, Blackrock @ State Street are leading IMU shareholders
45. Imugene is in ongoing discussions with several interested parties in their oncarlytics platform
46. Her Vaxx founder Ursula Wiederman @ the team at University of Vienna are world renowned
47. Leading US cancer universities & clinics Mayo Clinic & City of Hope are Imugene associates
48. Imugene is gazetted to present again this year in leading cancer forums the AACR @ ESMO
49. HerVaxx & PD1Vaxx could realise license, takeover/commercial partnerships as early as 2022
50. Big pharma Roche recently announced plans to combine with PD1 Vaxx in a clinical trial
Oh and yes I believe my old client did invest in IMU on his own accord, based on his own research. He rang me the other day and said how far away I thought pay day would be. I said we are getting closer with Vaxinia, and that I'd call him for a chat about it toward the end of June. He said thanks mate, from all I've read they look as if they are on the way to something big. "It all looks promising" he said. I would have to concur.
DYOR Seek investment advice as and when required Opinions only
