IMM 20.3% 35.5¢ immutep limited

Ann: Immutep completes institutional pro-rata offer & placement, page-13

  1. 7,879 Posts.
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    Do you really think Merck just signed a new deal without doing diligence?

    Previous small trials were a good indicator. This trial of 750 is the real deal..........FDA want to see results over a large number of patients.

    If we are looking at a PFS of 36 months then that takes us to late 2027. Perfect timing for an aquisition and Merck get their new patents and ongoing sales stream. We need to be a bit more patient ( i have owned since early PRR) as Merck are probably happy to string this out for 3 more years testing all options before their own Keytruda patent runs out.
    Last edited by oldbull26: 05/06/24
 
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