We don't need any new big news to do a decent run. All our positive announcements for the last 2 years were sold into due to the macro deterioration. Once some positivity and risk-on sentiment creeps back in, the fundamentals we need to move higher are already sitting there on the back burner ready to add their weight. We ran to a MC of 3bil on the back of interim Bcell data alone. Since then, we've got cf33 data and nearing obd, patients in on the Oncarlytics monotherapy and soon in combo with cd19 drugs, Azercel acquisition & facility. Pd1 has been pushed into a faster indication, Hervaxx is on the assembly line for acquisition. None of those things have had their price run yet, we are still sitting on a MC suitable for a BCell readout.But I welcome big news just the same, more fuel to the fire.
IMUGENE CHART. TA only, page-30061
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