Hey Daniel,
"Results look promising"
To me it looks like they have done a great job of confusing shareholders with results from Intratumoral delivery (which they know showed some effect before this) and IV in combination with Keytruda.
How do they know CF33 is having any effect in the cohorts using IV treatment?
The Total Intratumoral market for solid tumours is smaller than what IMU added to its market cap in the last few days. The FDA approved T-Vec a few years ago and the revenue its generating is still smaller than what IMU would need to spend on development.
What am i missing for IMU to do as well as it has the last few days? People not understanding?
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