Ann: Imugene Azer-cel Webinar Presentation, page-4

First 4 Last

Share
Profile

Follow
mrdingo

4,584 Posts.

1293

08/09/24

09:32

Post #: 75578788
Share

Originally posted by Ragnarolf: ↑

Well what an interesting week of share price action. For novice investors out there don't dismay. I think this is a A typical example of buy the rumour sell the fact. And has no real bearing on the quality of the data that the company released.

As I previously posted Azercel phase 1b is looking stellar, and could very well go the full distance.
4 patients in. 3 assessed. 2 complete responses and 1 pseudo progression, which has the potential to be upgraded. If so we could be looking at a 100% overall response rate 66% complete response rate.

I believe on the webinar they've mentioned they've now dosed patient 5. Unlike the oncarlytic viruses we are used to with imugene taking seemingly forever to enrol patients and report back data. T cells therapy (Azercel) is very fast acting, with peak action hitting at day 10, and first scan at day 28.

In 28 days the company will have 2 more patients available to assess increasing their data set from 3 to 5. Looking at the above webinar pack it does appear to be managements intent to provide further phase 1b trail update/s in 2024.

3 patients data just isn't going to gain much traction and interest from the stock market and big pharma. But I now have confidence IMU are onto a winning ticket with Azercel. with 15 trial sites they have the ability to enrol patients very quickly, and if we see more complete responses on the next patients in. I am expecting more and fast coming updates from management.

Management need a capital raise of $60M - $80M within the next 6 months to keep this rolling (will see Azercel through to phase 3). Therefore they need to build interest with investors and fast. More Azercel 1b data is their best lever to pull.

3 patients it's really hard to pull any meaningful trend. But we could be sitting on a treatment with a 70% complete response rate in very unwell and sick people who have failed 3-4 previous lines of therapy (including currently approved T cells therapy).

Don't dismay, I feel it's finally time to start getting excited. Get your cash ready for the capital raise. Don't bet your house! Only play with what you can afford to lose. This stock remains extremely high risk return.

In my opinion, not advice. Please do your own research

Expand

This stock remains extremely high risk return.
High risk, low return.

IMU Price at posting: 5.4¢ Sentiment: Hold Disclosure: Held
4 Upvote

0 Great analysis

Reply

Top Stories

3DA

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

BIO

Biome reaches intellectual property milestone in strain development program

RCE

Recce scores $6.75M R&D rebate

RSG

HotCopper reacts as Resolute Mining told to pay US$160M if it wants its CEO back

HAS

Yangibana 33% complete says Hastings, as it provides clarification on funding

First 4 Last

Add IMU (ASX) to my watchlist

(20min delay)
Last 4.4¢		Change -0.002(4.35%)		Mkt cap ! $327.2M

Open	High	Low	Value	Volume
4.6¢	4.6¢	4.3¢	$1.410M	31.79M

Buyers (Bids)

No.	Vol.	Price($)
40	4222156	4.3¢

Sellers (Offers)

Price($)	Vol.	No.
4.4¢	2208592	2

View Market Depth

No.	Vol.	Price($)
40	4222156	0.043
37	4480784	0.042
25	3146590	0.041
60	4441108	0.040
22	3469031	0.039

Price($)	Vol.	No.
0.044	2208592	2
0.045	2487440	8
0.046	3650874	12
0.047	1461855	9
0.048	2381107	11

Last trade - 16.10pm 14/11/2024 (20 minute delay)

IMU (ASX) Chart

Ann: Imugene Azer-cel Webinar Presentation, page-4

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Biome reaches intellectual property milestone in strain development program

Recce scores $6.75M R&D rebate

HotCopper reacts as Resolute Mining told to pay US$160M if it wants its CEO back

Yangibana 33% complete says Hastings, as it provides clarification on funding

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: Imugene Azer-cel Webinar Presentation, page-4

Top Stories

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Biome reaches intellectual property milestone in strain development program

Recce scores $6.75M R&D rebate

HotCopper reacts as Resolute Mining told to pay US$160M if it wants its CEO back

Yangibana 33% complete says Hastings, as it provides clarification on funding

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News