Why IMU is a multi multi bagger, page-19581

This is an interesting article isn't it @jimact

It does place further emphasis on the current PD1 Vaxx trial with Tercentriq. Given the initial complete and partial responses evident in PD1 Vaxx's Phase 1 Trial with late stage lung cancer patients, the higher dose rates now applicable in the current combination trial should produce further positive results. Keep in mind the first patients were dosed over six months ago now.

On the weekend I discussed the competitiveness in the colorectal cancer indication, as witnessed by GSK's results with Jemperli. So perhaps Imugene's latest PD1 Vaxx trial in that indication may face stiff market competition. But the lung cancer market segment is a different ball game altogether. Imugene's PD1 Vaxx could provide a meaningful solution to the millions of people suffering from this dreaded disease, throughout Asia, the US, Europe and beyond, in domiciles which the vaccine is currently patented. There is clearly a huge unmet need in this indication.

Let's not rule our Vaxinia's potential to mop up some of Keytruda's market share in the lung cancer space, as Mercks blockbuster floats slowly off into the patent horizon. Either with or without Keytruda, Vaxinia poses a threat to many existing cancer drugs, given its founders want to "take on any type of cancer", with his unique oncolytic virus. "Once a solid tumour is infected with the virus, we know it works", said Professor Yuman Fong, when speaking at a conference in Sydney earlier this year. If Vaxinia is approved in indications such as bile duct cancer, for which the drug has achieved a FDA Priority Review designation, there is room to proceed into other cancers, including but not limited to lung and even colorectal cancer. Therefore just as we await confirmation of patient results in the aforementioned PD1 Vaxx, Tercentriq combination trial administering lung cancer patients, we eagerly await ongoing results in the Vaxinia (MAST) Trial.

On another front lots of recruitment in the US from Imugene points to an ongoing push toward commercialisation off the back of their recent azure cel acquisition. With revenue predicted from their allogeneic cell therapy in the coming 18 months, there clearly is a need to divine a business and marketing strategy, hence the recruitment for a director to manage that pathway. I am confident given the recent setbacks for competing CAR T therapies, the demand for information surrounding azer cel shall be strong at the forthcoming JP Morgan Conference in the New Year. With some bouyancy now back in the US stock market and interest in biotech stocks on the improve, all auger's well for Imugene's recently announced presentation at the venue.


DYOR Seek investment advice as and when required Opinions only