IMM 4.92% 32.0¢ immutep limited

Ann: Immutep Corporate Presentation, page-20

  1. 2,558 Posts.
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    "...........Tongue in cheek,..........."
    It's all good Vivo - already got ya, hence the (sneaky.png). I'm not medical however have been around a few early stage hi growths over the years. Find it fascinating how the 2 crews have gone about things. Believe both have top teams and both playing the game well though agree the others just a little more bullish. In fairness both the chair and CEO have been on the rodeo before and can claim some pretty solid wins in the past whereas MV has (my understanding) come out of banking and VC so possibly has had to A) learn more on the job and B) knock a little louder on the doors.
    Also cant help but wonder what if any affect the dual listing and consolidation has had on the outcome. Earlier times the others were pushed along by a solid band of retail trade whereas IMM seems to have attracted bigger bunch of instos (so more conservative). The level of daily trades at IMM have been way lower as a general rule.Not suggesting any of this is good or bad (and before you jump in and go crook at me tuts not overly concerned with the daily price other than it is a reflection of the general level of tension -fomo) just interesting to watch as a bit of a case study. Have another one where the science is seen by those who get it to be very interesting and where a successful phs II completed but messaging to market is very much in the go slow lane. Has to be valid reasons for it but Mr Market has severely marked it down at this point in time. All a case of perception is reality - until or unless it ceases to be. As I have said for many years, we punters can but hang on to the shirt tails and hope. GLTAH - We wait, we watch, we wait !
 
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