IMM 2.34% 32.8¢ immutep limited

News: IMM Immutep Granted Chinese Patent For Eftilagimod Alpha A In Combination With A PD-1 Pathway..., page-4

  1. 601 Posts.
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    G'day to you too Claudek,
    AIPAC phase 3 trial - 3 years and cost circa AU$30 million.
    There is certainly enough data/evidence to proceed into a P3 trial in sub-groups, however, I don't think (hope) we will go it alone.
    My guess is BMS (or A N other BP) will come in and support by partnership or license. 'Taxol' is the BMS brand name for paclitaxel.

    Greenwave does have a point regarding EOC (see other thread) carrying out registrational AIPAC trial in China, but I understand that even if successful efti/paclitaxel would still have to undergo a registrational trial in Europe/USA for it to be approved in MBC.

    I think the frustration being felt by some (including me) is no matter what Immutep does in terms of multiple BP partnerships and good/great data in TACTI-00's and 'Insight 00s, our market cap is not reflective of intrinsic value or comparable to other same stage ASX listed biotech's.

    What is it that the market does not see in Immutep that we long term holders see? Or is it rose tinted glasses worn too long?



 
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