IMU imugene limited

7.69%

1.4¢

Ann: Issuance of Convertible Notes & Warrants for up to $46m, page-69

First 69 Last

Share
Profile

Follow
Raki

3,640 Posts.

1039

23/12/24

21:08

Post #: 77170752
Share

Originally posted by Raki: ↑

ah man looks like you are jack of all

1. The 10% premium on cash instalments applies only if Imugene chooses to pay in cash rather than shares
2. In 3 years Imugene would had made significant progress in its clinical trials this will increase the company's valuation and share price
3. The "remaining sum back" clause applies only if requested, and it’s almost certain Imugene will have the flexibility to negotiate terms or utilize alternative funding sources.
4. Dilution (if and only if it happens) is just a consequence of growth funding (every clinical stage biotech has to deal with it, nobody has unlimited funding, lets see how RAC will raise fund with just one trick dead pony) . As long as the capital raised is effectively used to advance clinical programs, the long-term value can outweigh the short-term dilution
5. Warrants are not a "gift" but an incentive for taking on risk by lending to a clinical-stage biotech
6. The funding provides a crucial runway for Imugene to achieve milestones in its Azer-Cel, onCARlytics, and VAXINIA programs
7. Clinical success could exponentially increase Imugene’s valuation, benefiting shareholders despite shortterm dilution (only if it happens)

Just consider the alternate option " Equity financing" which would had caused immediate dilution, while traditional debt financing would require regular interest payments and is rarely feasible for clinicalstage companies, this is overall a better arrangement than CR, but I always say clinical stage biotech whoever they are what ever they claim will have to do CR, not once but multiple times during the course of the journey, how they navigate this scenario makes or breaks the company, I almost gave up on PH, but this time around he has done a decent job I would say and have given LC and her team all of 2025 to achieve an outcome

Expand

this is just speculation, may not be true, assess at your own risk, as fatchoi mentioned just research "maximizing acquisition value" or "positioning for strategic acquisition" and how the leading positions are taken by company chairman leading to acquisitions.. I am being overly optimistic..

IMU Price at posting: 3.7¢ Sentiment: Buy Disclosure: Held
7 Upvote

0 Great analysis

Reply

Top Stories

Friday’s HotCopper trends: Dreadnoughts's drill delight, Galan's beaut raise | June 19

HotCopper Highlights for Week 25: 4DS Memory, Meeka & Sprott-citement

Listen: HotCopper Wire Podcast 014 – Abu Dhabi wants to buy our 'true' oil and gas gem

Thursday's HotCopper trends: Second Amplia response, Race combo dosing | June 19

PV1

Hydrogen tanker stock Provaris inks MOU with "K" LINE to provide advice

AL3

AML3D opens new facility in Ohio as US Defence strategy bears fruit

NVO

Novo flags antimony and gold in the Pilbara – but does it need to step back?

Week 25 Wrap: Fed & BoE pause rates ahead of RBA; Santos-ADNOC, Oz tax reforms

ASX Market Open: Stocks slide as Trump tosses up attacking Iran directly | June 20

PIQ

Proteomics notches up as company launches PromarkerD into the US

First 69 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last 1.4¢		Change 0.001(7.69%)		Mkt cap ! $104.5M

Open	High	Low	Value	Volume
1.2¢	1.4¢	1.2¢	$267.3K	20.57M

Buyers (Bids)

No.	Vol.	Price($)
5	788815	1.3¢

Sellers (Offers)

Price($)	Vol.	No.
1.4¢	13241534	29

View Market Depth

No.	Vol.	Price($)
2	406921	0.013
52	13104870	0.012
37	7099788	0.011
51	15783275	0.010
13	2798488	0.009

Price($)	Vol.	No.
0.014	12761766	25
0.015	7786799	32
0.016	6497205	27
0.017	9090240	16
0.018	2944932	17

Last trade - 16.10pm 20/06/2025 (20 minute delay)

IMU (ASX) Chart

Ann: Issuance of Convertible Notes & Warrants for up to $46m, page-69

Friday’s HotCopper trends: Dreadnoughts's drill delight, Galan's beaut raise | June 19

HotCopper Highlights for Week 25: 4DS Memory, Meeka & Sprott-citement

Listen: HotCopper Wire Podcast 014 – Abu Dhabi wants to buy our 'true' oil and gas gem

Thursday's HotCopper trends: Second Amplia response, Race combo dosing | June 19

Hydrogen tanker stock Provaris inks MOU with "K" LINE to provide advice

AML3D opens new facility in Ohio as US Defence strategy bears fruit

Novo flags antimony and gold in the Pilbara – but does it need to step back?

Week 25 Wrap: Fed & BoE pause rates ahead of RBA; Santos-ADNOC, Oz tax reforms

ASX Market Open: Stocks slide as Trump tosses up attacking Iran directly | June 20

Proteomics notches up as company launches PromarkerD into the US

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: Issuance of Convertible Notes & Warrants for up to $46m, page-69

Top Stories

Friday’s HotCopper trends: Dreadnoughts's drill delight, Galan's beaut raise | June 19

HotCopper Highlights for Week 25: 4DS Memory, Meeka & Sprott-citement

Listen: HotCopper Wire Podcast 014 – Abu Dhabi wants to buy our 'true' oil and gas gem

Thursday's HotCopper trends: Second Amplia response, Race combo dosing | June 19

Hydrogen tanker stock Provaris inks MOU with "K" LINE to provide advice

AML3D opens new facility in Ohio as US Defence strategy bears fruit

Novo flags antimony and gold in the Pilbara – but does it need to step back?

Week 25 Wrap: Fed & BoE pause rates ahead of RBA; Santos-ADNOC, Oz tax reforms

ASX Market Open: Stocks slide as Trump tosses up attacking Iran directly | June 20

Proteomics notches up as company launches PromarkerD into the US

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News