Why IMU is a multi multi bagger, page-28009

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    At first glance, these results are on par with the recently approved Enhertu.

    https://www.daiichisankyo.com/files/news/pressrelease/pdf/202408/20240813_E.pdf

    Enhertu

    https://hotcopper.com.au/data/attachments/6664/6664771-9b33c04bcdb24b89f9c489fbe89b1d2b.jpg


    HER-VAXX

    https://hotcopper.com.au/data/attachments/6664/6664772-01375fae7c8a035073fde0b9f8f43182.jpg

    However, as has been raised previously, there are concerns with the 80% CI (Vs Enhertu's registrational approval of 95% CI) and the patient randomisation in the HER-VAXX trial. Best case scenario is a third party acquiring the B Cell platform and rerunning this trial. However, pretty risky to expect a more favourable outcome and only 12 years of patent life from today.

    https://hotcopper.com.au/data/attachments/6664/6664784-a4652fc111e3db5af42390f09df954a4.jpg

 
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