Mate, you're so far behind, it's not even funny.
Not the first time:
https://hotcopper.com.au/threads/imugene-chart-ta-only.5967260/page-13549?post_id=60604656CF33 3 responses in 50 patients now?
https://hotcopper.com.au/threads/why-imu-is-a-multi-multi-bagger.5431324/page-7243?post_id=61528672I can't imagine the psyche of a man who held significant shares in his wifes account watching them rise from 1.8c to 60c only to watch them fall to 5c while he read HotCopper for the
facts.
But it gets worse:
https://hotcopper.com.au/threads/rubbing-my-ball.5308000/page-1259?post_id=63992404I'm also starting to see a trend from our IMU folk 'I'm here investing in cardioprotection' is their way of saying 'Mason was right, but we're not going to admit it and say Bisantrene is an effective anti-cancer agent, we're here for heart safety'.
I would love to know why you invested in RAC because of the cardioprotection opportunity when it is at least 6x smaller than CPACS and there is substantially more data supporting Bisantrene as an anti-cancer agent than cardioprotective. The only cardioprotection efficacy we have is circumstantial (as compelling as you could hope for with a speculative biotechnology company), as there were no direct measures other than cardiac events (which there was 1 in 60 heavily pretreated patients).
The most potent mechanism of anti-cancer activity is a completely novel area of therapy, and while Bisantrene is indeed pleiotropic in nature, first-in-class therapies addressing novel targets that have very broad therapeutic targets are worth billions of dollars. Because of the novel mechanisms of action, targeted FTO inhibition with associated pleiotropic activity and cardioprotection against approved hematological compounds, the extensive AML data reinforces a multi-billion dollar buyout.
I'm typically not one for name dropping, but Prof Von Hoff is not doing a career change to help bring a CVD drug to market.
I get that treating cancer is very difficult to understand relative to something like cardioprotection, but the value of the opportunity is more effectively killing cancer while providing cardioprotection. A non-significant drop in VO2peak in combination with Doxorubicin will ONLY be enormously valuable if it happens in conjunction with a significant improvement in efficacy (CR, PR, PFS).
(20min delay)