Ann: Termination of Supply Agreement, page-103

Interesting

Inadequate data to know what is happening here.

Imugene states that Her-vaxx "is continuing" with its Her-vaxx trial "in combination with anti-PD-1 therapy." That could mean that they will just pay for the Keytruda instead of getting it free from Merck and Co. However if they were doing that it would have been simple to just say so. Instead, they have clumsy wording which avoids actually naming the "anti PD-1 therapy" therapy they will be using. Because of that, my assumption is that they are changing to another anti PD-1 drug; maybe Nivolumab/Opdivo (Bristol Myers Squibb).

It's a mystery unless and until they tell us more.

I don't read this as any kind of comment on the effectiveness or otherwise of Her-vaxx. If there was more data on that then they would have had to release it. My feeling is that this is more to do with commercial negotiations which are still in progress. If so, then they won't be able to tell us more until those negotiations reach an end point. Nothing unprofessional about that.

As always - patience and fortitude are required. I'm certainly not selling, and I may buy more if the SP drops further.

Cheers

Dave