How much more data do big pharma need for Her-Vaxx? How much more for Azer-Cel as current ph 1b/2 data confirm ph1 data. I can accept a lot of hesitation for CF33 as a virus and of course it needs to show 5 years of durability. But Azer-Cel, as presented to us since September last year, being almost certain to become the first approved allogeneic CAR-T, should have created some interest among those about 300 comps developing auto and allo CAR-Ts. An USD 200m / AUD 300m stake would buy 50% of IMU, Azer-Cel + CF33 + B-Cell. Can't see any risk for any bio-tech comp unless, all 3 platforms aren't as good as we've been told. Not one wants to leap to the front - that's the worrying part. And CHM was / has been / is in the same situation - all presented as the next big thing and yet, on the brink of collapse. Again, USD 200m, any buyer would just need to continue with Azer-Cel and could shelf the other 2 until the market gets hooked on those.
$$$$ don't following the IMU / CHM science anymore, $$$$ leaving it. And as investors we got taught, follow the $$$$.
IMU Price at posting:
3.8¢ Sentiment: None Disclosure: Not Held
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