What Is IMU Really Worth?, page-26

  1. 4,723 Posts.
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    Wow.

    I step outside for 30 minutes and Raki implodes faster than IMU's share price.

    IMU have shelved their internal investigations on PD1-VAXX and HER-VAXX and told holders at the AGM last year (via stream - lol) that they were looking to out license these programs due to funding constraints.

    One of the reasons they have funding constraints is because they had to acquire Azer-Cel to replace these programs because they didn't produce anything of commercial significance... obviously they don't make that "Announcement". They reframe it as bolstering CF33:

    https://hotcopper.com.au/data/attachments/7042/7042941-b5a3f304968192cf33210591501b2c0e.jpg

    You could quite easily counter my argument by linking any active and recruiting trials investigating PD1/HER-VAXX (outside of the investigator led neoPOLEM).

    Too bad there aren't any...

    https://hotcopper.com.au/data/attachments/7042/7042974-47645a626e68a8f3260a4678876a627a.jpg

    https://hotcopper.com.au/data/attachments/7042/7042977-5da99e54798fdeead8e722cc1083f755.jpg

    The entirety of the B Cell platform rests on a me-too investigator led program. Sounds pretty shelved to me.
 
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