Today's announcement was actually for PD1-Vaxx and not HER-Vaxx. It's my understanding is that PD1-Vaxx is based on the same delivery method as HER-Vaxx using B cells to provoke a vaccine/immune response but the difference is that the drugs target different sites in the cells.
So, IMU has 4 potentially major drugs in the pipeline (HER-Vaxx, PD1-Vaxx, CheckVacc and Vaxinnia). I believe today's announcement was more a reminder of the diversity of the pipeline and the broader application of the B cell platform.
If all 4 were to be a success, what price would you put on a company with 4 drugs that would snare a fair chunk of what is likely to be a $200 billion market by 2026? Plus further opportunities that could be developed if the B Cell Platform works as hoped.
Today's announcement was actually for PD1-Vaxx and not HER-Vaxx....
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