XMAS 2024 sp prediction, page-119

Great post, Jov88

You win my first GA vote of the day.

I tend to shy away from valuations of Imugene - partly because when I sat down and ran some numbers the answers I came up with spooked me a bit. The numbers are very large indeed, even when I limit them to conservative estimates on a very limited range of applications. I discover I have some strange superstitious streak buried deep inside me somewhere and I get a nagging feeling that I might somehow jinx the company by suggesting that it could be worth so much. Maybe it's my Irish ancestors....

So it's nice to see your own reasoning. I'm wary of confirmation bias - but we are certainly working on similar assumptions.

The other reason is that - like you - I know we need more data. I think we can definitely say at this point that CF33 "works" and that it is extremely safe - but we need a lot more data to have a firm grip on just how well it works, and across what cancer types. It is the scope and degree of efficacy that will determine the value.

The same is true for Her-vaxx and PD1-vaxx, but their value could also end up very high. I think they are definitely a superior technology to the MABs that dominate the market. The question is - will they break through to commercial success or will they end up like the Betamax VCR?

Azer-cel - it truly has the potential to be a blockbuster drug on its own - and then there is the value it could add to OnCARlytics.

Plus OnCARlytics itself....

And that's why I stopped running my own valuations. There are just so many products and so many variables. OMG....

In the end, in my head, I just settled on one concept. IMU is potentially worth a shirtload. Or maybe a forkload.

Either way - a lot more than most people think.

Cheers

Dave