The glaring problem with Imugene at the moment is the breadth of options we have to treat cancer and accumulate data that opens the door to FDA approval and commercialisation combined with a limiting $100+ million in the bank. This conundrum makes it a game of eeny meeny miny moe. At the moment we seem to be gunning for Azer cel registration trial which by the looks of it could generate in excess of $2.6 billion per year peak sales in one blood cancer indication alone and quickly- like within the next 3 years. Can you imagine the data that will be accumulated on Oasis or Vaxinia trials by then. How many complete responses? How many expansion trials?
My belief is that someone with deep pockets will meet PHs price is right target and take the lot well before Imugene registers it’s first drug sales receipts.
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