Dear Ben, Davey, Outlander and Zior, page-25

  1. 1,381 Posts.
    lightbulb Created with Sketch. 215
    Cancer Immunotherapies are a rapidly crowded space. The air is sucked out of the room by the half dozen or so first-in-class PD1, PDL1 products (~$45Bn 2024). Every other approved product is essentially a me-too, scratching for the leftovers.

    Getting a first-line approval in this environment is near impossible, unless you have the next meaningful scientific discovery. Most, like IMU, are chipping round the edges. IMO, the only realistic routes for most in-development cancer treatments is in small underserved indications (bile duct is one example), modulating/combination therapy with one of the above, adjuvant therapy or, as you suggest, salvage therapy.

    Its not a bad market opportunity, just not massive.
 
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)
Last
29.0¢
Change
0.020(7.41%)
Mkt cap ! $83.66M
Open High Low Value Volume
27.5¢ 30.0¢ 27.5¢ $1.240M 4.255M

Buyers (Bids)

No. Vol. Price($)
22 252829 28.5¢
 

Sellers (Offers)

Price($) Vol. No.
29.0¢ 119272 2
View Market Depth
Last trade - 15.57pm 28/07/2025 (20 minute delay) ?
IMU (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.