CF33 - ~3% CR rate across multiple trial pipelines. The glacial pace of recruitment across this platform does not bode well - negligible value if maintained.
Azer-Cel - equivalent efficacy to Allogene's Cema-Cel, which is currently ~2 years ahead with interim P2 readouts due in 1H 2026. IMU holders will be hoping this crashes and burns - but IMU will be out of cash by then anyway. I'd say Azer-Cel might be worth circa US$50-100m on p1b completion. But then you've got to discount IMU's obligations to Precision - $US26m just to progress to a registrational trial.
*I am not a biotech healthcare analyst either - and neither are any of the holders who've been spouting off deca-billion dollar valuations of IMU's IP.
IMU Price at posting:
1.5¢ Sentiment: Sell Disclosure: Not Held
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