Share
281 Posts.
lightbulb Created with Sketch. 151
clock Created with Sketch.
04/02/24
09:39
Share
Originally posted by Taureanbull:
↑
Ben , Thx for your summary of IMU’s current progress towards commercialisation. I agree with your view that a deal might be a lot closer than we realise. A few of the companies statements seem incongruent around commercialisation though. When LC first came to IMU she clearly stated her mission in life was to beat cancer. And on the business front she wanted IMU to become a mini-Genentech! I think those two ambitions are very close to fruition. I don’t believe LC will sell off here babies to other companies to commercialise. It’s a constant theme for her to relay how her team have taken 14 drugs to the bedside. Thats what the Team Imugene is all about. For them the FDA approvals is like an Olympic Gold medal is to an athlete. Or a Victoria Cross is to a soldier. Can anybody seriously see LC selling her babies and going out buying a new technology and redoing the last 9 years all over again. NO!. I also suspect IMU is progressing better than either LC or PH could have envisaged in their wildest dreams even 5 years ago. Then we see PH putting some shares out amongst the family. He obviously believes IMU has a big future. When I way all of these aspects up it becomes obvious in my mind that the best deal we can do from here is a Roche/Genentech structured deal. And once that’s announced head over to the Nasdaq. That will be the major catalyst. By structuring a deal this way we all get what we want. LC builds her Genentech and saves many lives from the ravages of cancer. The owners of the company makes serious returns on our money. Many here reading this have held for years, so an opportunity to take some handsome profits now and leave some in the game must be very attractive If IMU sold 50% of the company to a BP now they could declare a special dividend to existing holders and the remaining 50% could grow substantially in value over he coming years as our programs become SOC in cancer therapies. LC dropped a serious hint in her recent video. Which I highlighted in an earlier post a well or so back. She said that Big Pharma and Big Investors were all eyes on IMU’s Oncarlytics. Thats the big prize here. Posts over the last few days by some incredibly talented and hard working posters should give all of us a great deal of confidence in CF / Vaxinia/ Oncarlytics! These Big Boys of NASAQ Biotechnology will already be engaged. They’ll be looking to see how they can get in on any deals should Oncarlytics play out as expected. It’s game on now. As the data mounts the pressure will be on for these players to fire the starters gun, What’s in it for us? Well seeing the deals that have been done recently. And hearing statements this week from the CEO OF MERCK about acquisitions in the $1bn to $15bn ranger to fixe the impending Revenue Cliff Merck and many others are about to go over. My guess is the minimum we should expect is US$25bn for a 50% slab, There will be a blind auction here. Prices will quickly escalate. That’s more than $4 a share in cash. That can be distributed. But remember we still own 50%. So $4 gets paid out and $4 is retained. We effectively get value at $8. Them over next 5 years the retained values grow exponentially because we are Nasdaq listed with a Big Brother., Eventually our Big Brother takes out the remaining 50%. Readers might thinks this is all fantasy but that’s why PH went into the cancer space because that’s where the big money is. And let’s be honest here, that’s why we all followed him into IMU.
Expand
I agree Roche is a most likely partnership candidate due to our Exec connection with them. Having said that, I wouldn’t be married to them just yet, we need to keep our options open for the best shareholder return. With Merck on the hunt, or it could well be another not yet named on these threads as unlikely as it may seem. When it comes to BP partnership or acquisition I always envisioned a BP JV due to the capital they could produce up front and access to pre-existing products already in the market. We wait and continue to be patient. Another week, another opportunity. - WE.