And that's why I said you are rigid in your investment of IMU. Just like your opinion Azer-Cel is just in Ph1b clinical trial and VAXINIA is just in Ph1 clinical trial so both should be value as Ph1's MC. BP will see their development stage as different to just Ph1 clinical trial and the same for the commercial valuation of Azer-Cel as a low risk asset to advance to first line treatment for DLBCL given the major advantage over chemotherapy (BP are looking to invest in alternate cancer treatment as this is the future) and Autologous CAR T treatment.
Anyway, the clinical trial for VAXINIA and especially OASIS expected in the next 2-5 months will be the catalyst for the real re-rate which was why Azer-Cel's CD19 was purchase in the first place. But having an asset to the liquid cancer market with the possibility to expand to other blood cancer market has lower the risk of IMU's investment.
IMU Price at posting:
4.1¢ Sentiment: None Disclosure: Held
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