"Hervaxx is only a very tiny part of IMU now. It once could be...

"Hervaxx is only a very tiny part of IMU now. It once could be the all and be all. But with addition of CF33 and Oncarlytics, Hervaxx's responsibility as a company maker has shrunk considerably."

The problem is if you discount Her-vaxx (and the B cell platform) then you are valuing imu at over a billion dollars on some early stage assets.

CF33 is certainly very interesting, and could sweep the board when it comes to treating cancers - so I think that justifies value.

Oncarlytics is very early stage, and I think ptx's omnicar is the likely master of the CAR-T space, and no cancer treatment shows more promise than CAR-T atm. So I think one shouldn't attribute too much value yet to Oncarlytics.

Given that ptx's omnicar should be worth more imho, and they have a mkt cap of $82m (plus other assets).

So this means if one dismisses the B cell platform (as your post maybe alludes to) then cf33 is commanding a $1b valuation. That's a lot for a fairly early stage tech. But then if it works, well it could be worth 100x and more.

I'm looking forward to that early data.

Fingers crossed.