Show me once where I have initiated a conversation about RAC on the IMU threads. I have only ever responded to misinformation.
Holders here use RAC/Bisantrene/My career/Me personally/anything to distract from what I say about IMU and CF33 because they don't have the real information to refute what I say precisely. Not my problem.
I previously spoke about HER-Vaxx and PD1-Vaxx, and the nonsense was all the same. Go and read them by starting here:
https://hotcopper.com.au/threads/why-imu-is-a-multi-multi-bagger.5431324/page-1629?post_id=53343379My analysis is all there for you to read and respond to.directly on these threads. The key points have been:
1: Among comparable OV therapies in P1 trials, CF33 is failing to demonstrate efficacy to make it competitive clinically and commercially. CG0070 is still in clinical trials 12-years after a 48.6% CR rate in it's P1.
2. OV therapy market is TINY, so while the risk of clinical failure is high, it's not even for a large market opportunity
3. The preclinical evidence supporting CF33 is weak in general with no peer reviewed published material demonstrating CF33 is better than commercially available or clinically strong OV therapies.
4. IMU current clinical program includes CF33 in 3 of their programs, if the MAST trial continues to fail, then these 3 programs will all fail. CheckVACC failed with 5/6 patients achieving PD and 1 SD. IMU currently has a $400-500M MC that stands on what exactly?
Respond directly with A LOT of evidence, or sit down.
(20min delay)