Sounds like they're reading this forum LOL. If the board is reading this, please use less cryptic language and be more straightforward with your announcements. From what i've understood:
- they want to run a ph3 for lung cancer but are a bit hesitant as it seems Merck doesnt want to contribute $, the ph2 data is compelling but is it commercially robust given competitive landscape? also they are hoping the triplet lung cancer can tip the scale favourably for them before they decide on best way forward.
- HNSCC trial best thing happening for IMM, just needs time to deliver.
- AIPAC - burying head in sand as no mention of impact of ADC's in this setting. if this is to proceed, surely you'll need another ph2 run in trial with USA style regimen for the chemo. just too murky to go ph3 IMO.
- New trials: crazy not to pursue combo with ADC - may in triple negative that would be a good one. Also im sure there would be some desperate TIGIT inhibitor drugs out there looking to reinvigorate given Roche's failure in this space. Maybe triple pd1 + tigit + efti in lung that would be interesting.
all IMO and DYOR
Sounds like they're reading this forum LOL. If the board is...
-
- There are more pages in this discussion • 9 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add IMM (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
43.5¢ |
Change
0.015(3.57%) |
Mkt cap ! $619.6M | |||
| Open | High | Low | Value | Volume |
| 41.5¢ | 44.0¢ | 41.5¢ | $1.416M | 3.301M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 38735 | 42.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 43.5¢ | 41215 | 1 |
View Market Depth
| Last trade - 16.10pm 26/06/2024 (20 minute delay) ? |
| IMM (ASX) Chart |