A few years ago a great clinical stage (P2) Aussie biotech sold out to major BP at a significant discount to its 'intrinsic value' after its SP was cleverly driven down in a concerted effort by 'smart money'.
BP picked up a bargain - long term SH's were just pleased to get out with a modest return after months/year or so of SP being dumped - on the back of great clinical data.
I'm smelling the same game being played with Immutep.
Clinical data success = BP (our customers) want in at the lowest cost - eventually. Drive down SP - frustrate SH's and opportunity to go in for the 'kill'.
The only way to bypass this (limited potential customers -2 or 3 BP) is to go it alone - solo and be prepared to go all the way to drug commercialisation and sale of product.
If this strategy is clearly articulated by Marc - basically saying F'U big pharma, then I'm in.
But IMO Marc is hedging his bets which could end up with the worst of both worlds.
- Forums
- ASX - By Stock
- IMM
- Ann: Final Phase IIb AIPAC clinical trial results for Efti in MBC
Ann: Final Phase IIb AIPAC clinical trial results for Efti in MBC, page-38
-
- There are more pages in this discussion • 71 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add IMM (ASX) to my watchlist
|
|||||
Last
29.5¢ |
Change
-0.005(1.67%) |
Mkt cap ! $428.5M |
Open | High | Low | Value | Volume |
30.5¢ | 31.3¢ | 29.3¢ | $1.323M | 4.421M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
4 | 111754 | 29.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
30.0¢ | 61590 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
4 | 111754 | 0.295 |
24 | 520747 | 0.290 |
19 | 190996 | 0.285 |
28 | 1302132 | 0.280 |
5 | 181301 | 0.275 |
Price($) | Vol. | No. |
---|---|---|
0.300 | 61590 | 3 |
0.305 | 86660 | 3 |
0.310 | 524960 | 8 |
0.315 | 35744 | 2 |
0.320 | 37936 | 2 |
Last trade - 16.10pm 17/07/2024 (20 minute delay) ? |
Featured News
IMM (ASX) Chart |