Unfortunately, more the case that I had too much time on my hands this weekend and thought I'd see how much I could suss out about RAC's morbid fascination with IMU. Call it my own morbid experiment if you will.
We are in a waiting game, waiting for data. Else, I'm very comfortable with my investment, the people delivering it, its risk profile, as well as my own ability to disseminate facts from noise. Any accountability for my investment is completely on me.
On the other hand, team RAC is definitely a nervous bunch when it comes to IMU.
There seems to be a lot riding on IMU's success for them. It's not just that immunotherapies and CAR T drugs are becoming more mainstream, which squeezes future profits that BP will forecast into any deal for a chemotherapeutic. But the fact that a CEO and MD is responsive to comments on another companies HC thread is very interesting with respect to where the company's mindset and leadership is. Despite the rhetoric that is allowed to happen on their threads by so-called leaders, I found that in itself very amatuerish. Not to mention the defence of a certain mouthpiece tasked with presenting 'scientific facts' to IMU holders or prospective holders.
Anyways, I've learned enough, and they've painted the picture.
IMU Price at posting:
4.9¢ Sentiment: Buy Disclosure: Held
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