IMUGENE CHART. TA only, page-619

Agreed dtlp, unique. What big variables are there to consider beyond the usual suspects that are unique and warrant consideration?

IMHO,

• Potentially pathbreaking tech where proof of concept exists and the results are actually incredible (ask the IDMC)
• on the ASX, where there are few robust biotechs, the market doesnt understand them, and undervalues the very few good ones (opportunity)
• It is running hot, but there are 7mill for sale out of 5+ billion
• And the options. the options are rare as hens teeth. (A robust signal for me currently)
• We are not used to such high value pre-revenue biotechs on the asx. (its nothing in US markets)
• I find it v hard value, it just seems bigger than Texas.

So, when I find myself thinking the last two points, I stop. I look at the science and data.

If are a LTH, and I am for tax and benevolent reasons amongst others, put yourself in BP shoes looking at a report on the results.

Tally ho.