IMU 0.00% 5.6¢ imugene limited

Why IMU is a multi multi bagger, page-22632

  1. 920 Posts.
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    People don't care about these announcements. Data drives commercial outcomes, and that's what people should be focused on.

    Phase 1 is a critical time to evaluate the efficacy of a compound. Here is an example of a strong OV therapy that is on the path to approval for a single indication. Phase 1 data of CG0070 demonstrates complete repsonse rates in 48.6% of all patients, 63.6% in multidose cohorts and 81.8% in patients with borderline to high retinoblastoma phosphorylation. Wait til you see what lifting the dose did for efficacy...

    https://hotcopper.com.au/data/attachments/6112/6112187-e3d831073b3b7c9fb36b86ab6688ed0c.jpg

    They completed this study in 2012. It is now 2024 and they are still conducting studies, with some incredible data supporting efficacy not limited to this.

    https://hotcopper.com.au/data/attachments/6112/6112194-89ad67f563011a0a2ecce68f735d5d89.jpg

    With investigational new drugs like this as the benchmark, maybe people are starting to realise that an oncology company in Australia with a failed P2 drug and a P1 oncolytic viral therapy that has so far demonstrated inter- and intra-individual inconsistency and little to no efficacy in >90% of patients (that also forms the backbone of three clinical programs) may not be worth $600M AUD. Since cholangiocarcinoma is rare and OV therapy market is extremely small, maybe investors are starting to think there is not much upside from $600M or maybe that there is just a lot of risk. Many lines of evidence support my contention that IMU is very high risk. I can understand selling until ~2c.

    Treating cancer is easy, the more cytotoxic drug you give to humans always means better outcomes - SMH.

    https://hotcopper.com.au/data/attachments/6112/6112202-1c67b6777a4f80d73860376d57b0417a.jpg

    Patiently awaiting more data to analyse.

    Global OV market averaged off data I could find
    https://hotcopper.com.au/data/attachments/6111/6111931-fdd727ef6eff1358dd06f93765b92ffa.jpg

 
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