agreed, ALA valuation is a mystery. Makes no sense.
also can’t reconcile IMUs valuation. if Azer Cel is IMUs leading therapy, most of the company value must be derived from it. But the trials are only in phase 1b, with multiple milestone payments due to precision therapeutics. compare this with CHM which will be in a potentially pivotal phase 2 trial for CDH17 in 2H 2025 chasing a much larger market with higher unmet need.
IMUs B Cell tech has basically been shelved and the CF33 Vaxxinia has only proven prelim efficacy against biliary tract cancer which is an extremely rare indication with low market potential. Oncarlytics trial has been ongoing for some time and no announcements yet. suffice to say I’m not a huge fan of IMUs oncolytic technology. Cell therapy all the way baby!
CHM Price at posting:
0.6¢ Sentiment: Buy Disclosure: Held
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