IMM 11.9% 29.5¢ immutep limited

G'day Vivo,Also a shareholder of IMU, CHM and PTX. IMM - 12...

  1. 601 Posts.
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    G'day Vivo,
    Also a shareholder of IMU, CHM and PTX. IMM - 12 years plus.
    As mentioned earlier Lag-3 and 'efti' will have a significant part to play in the next pillar of ICI development in combinations with others, PD-1 etc.
    Also agree that it will be years before the next generation of novel therapies for cancer will become available to paying patients. However, the commentary from up and coming biotech companies and direction is 'curative intent'.

    From CHM website: "We believe that novel cell therapies have the promise to cure cancer. Discovering, developing and commercializing novel cell therapies with the most curative potential for patients".

    Efti has proven itself thus far to improve OS and quality of life in P2b AIPAC and also very promising in head neck cancer and NSCLC TACTI-002 trials.

    The step change I would like to see next year is the full force of BP taking efti to market, at a speed that exceeds Immutep's resources.

    Keytruda patent is coming to an end in 2028 and efti could be the ideal partner drug to extend well beyond 2028.

    Taxol (paclitaxel) is 'off patent' and manufactured/marketed by BMS for many cancer indications. Efti with Taxol could possibly allow BMS to patent the combo in MBC?

    There are others too possibly waiting in the wings.....
 
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