Thanks for your comments.
I wasn't actually commenting on the major theme, i don't think? Overall i am positive on IMU's future as a risk reward investment, simply because the reward is so big! And that is why it represents 70% of my portfolio. And as i said, the interview with Leslie was good, my favourite perhaps. My point was that her response to what are the risks was poor. I still overall think Leslie is doing a great job and her communication with shareholders is excellent. However, when something/somebody is beyond criticism then this sets off my alarm bells. I wasn't suggesting she could/should predict the results of IMU trials but rather mention the industry average success / failure rates at different phases. I think many posters think the chance of drugs like checkvacc or PD1vaxx getting into mainstream treatments is > 70-80% when i don't think it is. But interested to hear your thoughts?
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