IMM 1.72% 29.5¢ immutep limited

Ann: Immutep Investor Update, page-5

  1. 56 Posts.
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    Let me translate Marc Voigt's announcement:
    - "We feel we've done enough to bring about an infection point, so we ganna sit around and hope something positive happens"

    Such a loser approach to doing business!

    Here is where Mr Voigt has failed / needs to work on:
    - Failed to have the first lag-3 drug to market;
    - Failed to develop a robust clinical pipeline that isn't reliant on a single combinable drug (keytruda);
    - Failed to create competitive tension amongst big pharma;
    - Failed to materialise positive Insight-004 data with Merck Germany into a new collaboration/trial;
    - Failed to horizontally expand clinical trials that combine Efti with other suitable drugs (ADC, TIGIT, Other PD-1 drugs);
    - Failed to acknowledge that NOVARTIS have made a dogs breakfast of LAG525;
    - Failed to acknowledge that GSK are not serious on progressing the out licenced lag3 drugs;

    I have to hand it to Marc, Tacti-002 has done well. Efti is derisked, and probably best performing IO combinable drug out there. But enough of the sitting around hoping for the best - go out and hustle!

 
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