No doubt these bio’s are a slow burn! Immutep is playing its hand pretty well. Some of the volatility must be associated with the fact we are are a one trick pony with everything hanging off Efti, for now. Luckily, Efti looks increasingly like a blockbuster in the making.
Autoimmune is a dark horse but it will emerge at some point next year and that will change the investment equation and we will be become a different company.
For now, Immutep is kicking goals and there is no reason why they would entertain low ball offers. They know that they just have to keep ticking off the milestones and the value will realize itself. Really looking forward to riding this through. Agree with Tuts. This ones a keeper.
Ann: Phase II TACTI-002 trial recruitment successfully completed, page-17
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