From Marc’s presentation at the AGM two weeks ago.
Under 2H 2022 news flow, the first bullet point is..-
Manufacturing scale up to 2,000L
There is no timeline for the start of AIPAC ph3 in 2022 in the presentation. Looks like 2022 is planning only for Ph3. But Immutep will need the scale up of manufacturing to be well oiled before ph3 starts given the Keytruda trials etc. China definitely has a hand in the game with Immutep. Efti’s low cost, unique method of action, and the potential for it to become a standard, side effect free treatment, with only benefits in the vast majority of cancer settings. The value proposition is collosal with great longevity into all the emerging treatment landscapes. EOC is shadowing the Keytruda trials. China wants to grow and challenge Western big pharma. What a perfect strategic opportunity Immutep may represent for them. Efti is low risk with huge value leverage( if results stay on the current track)
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