Media Thread, page-17184

  1. 4,723 Posts.
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    CF33 doesn't really work all that well, at least not well enough to provide shareholders with any commercial opportunity, IMO.

    No responses in mTNBC and the trial has now been canned:

    https://clinicaltrials.gov/study/NCT05081492?tab=history&a=3&b=8#version-content-panel

    Unless of course you give the patient another drug combination...

    https://hotcopper.com.au/data/attachments/6738/6738092-5cf0b561ec9227c1a169e0a361a7a0c6.jpg

    Only 1/38 CRs observed in solid tumours broadly:

    https://hotcopper.com.au/data/attachments/6738/6738088-bc4b29509d3298431e8c1c5a02d456bc.jpg

    It's likely IMU will need to offload 1 or more clinical opportunities to remain solvent the next few years. That will be the day of reckoning for IMU, as any acquirer will pay peanuts for the clinical responses observed in conjunction with CF33/B Cell (far less than the cash Hopper pulled out for ~20% of his IMU holding).
 
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