IMM

11.9%

29.5¢ immutep limited

Too true Hodgie, time waits for nobody.We cannot simply "wait...

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SouthernAccent

295 Posts.

65

24/11/21

22:10

Post #: 57831106
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Originally posted by Hodgie28: ↑

All valid points - good discussion.
Some follow up observations- all IMO of course.

Marc has done a great job. Without his vision to approach Frédéric and buy Immutep, none of us would be here discussing future possibilities. He is very 'dry' and more typical of a CFO rather than CEO. We hear nothing of or from our chairman - who is usually the entrepreneur and marketing/promo 'dept' of small (and sometimes very large - ie R Branson - but would accept we are not selling widgets to retailers).

There is little doubt Lag-3 is the next pillar in imuno-oncology and IMM is a leader in its development. However, my concern is all ICIs may be superseded within the next say 5 years by up and coming novel cancer therapies that have curative intent. So. I think Lag-3 treatments should be fast tracked by BP who have the deepest pockets and resources.

IMP 761 - always thought it was our 'jewel in the crown' as it treats the root causes of autoimmune disease as opposed to current treatments which treat the symptoms only. 761 has curative intent which I believe is the future for all diseases in the not too distant future.
It's taking far too long to develop and no reasoning has been forthcoming for delays.

I agree with the comment that one BP entity will take out efti in its entirety- all IP and programs. Simply because if efti is shared across multiple BPs and their drugs no-one has a competitive advantage and therefore by default there is little (financial) advantage (other than their patients of course).
For me it's Merck or BMS (maybe Pfizer - they are cashed up and well behind in the immunotherapy cancer space) who will come in and make an offer soon.

Just my musings and probably well wrong.

Would be comfortable with efti sale at right price and then pile resources into 761.

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Too true Hodgie, time waits for nobody.

We cannot simply "wait and see" as other solutions are developing rapidly in the backround.

Marc has been great but we serious push, push here.

Really disappointed on the snail pace with IMP 761 given it's potential!

Again, the most frustrating stock in my portfolio!

IMM Price at posting: 49.0¢ Sentiment: Buy Disclosure: Held
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(20min delay)
Last 29.5¢		Change -0.040(11.9%)		Mkt cap ! $428.5M

Open	High	Low	Value	Volume
32.0¢	33.0¢	28.0¢	$7.278M	23.75M

Buyers (Bids)

No.	Vol.	Price($)
4	53192	29.5¢

Sellers (Offers)

Price($)	Vol.	No.
30.5¢	41048	1

View Market Depth

No.	Vol.	Price($)
3	51196	0.295
9	230902	0.290
5	74631	0.285
22	480847	0.280
4	114783	0.275

Price($)	Vol.	No.
0.305	41048	1
0.310	25000	2
0.315	10525	1
0.320	76654	4
0.325	30000	1

Last trade - 16.10pm 28/06/2024 (20 minute delay)

IMM (ASX) Chart

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