Well it seems to me that you perhaps should think a bit more clearly about the situation
1 " It's been 'deprioritised' over other tech."
>> Yes and perhaps with very good reason ..... there are only so many lines of R&D that can be managed and developed , so if you were running an operation, I expect you would want to push the most promising line of IP I think ( resources - people & financial aren't unlimited)
2 They have been looking to sell / outsource it to BP for over 2 years - if it hasn't happened then, why would a deal go ahead now with no new data?
>> Hervax is in the family of B Cell IP ( I don't think there is any B Cell products available ... or close to coming available anywhere ) Its a replacement therapy for many of the current SoC synthetically produced Monoclonal antibody based stuff ... Read about it and understand the significant difference . Its totally new
Yes Big Pharma may well have had a close look at it . But they aren't gunna ditch their current IP ( redundant as it may possibly be ) ...and scrap 10 years of their own multi billion dollar investment. So no deals YET .
The data is there . The spot light may well be turned on down the track
We saw a great announcement relating to PD1 Vax last week - from a group who really want to give it a go by the sounds of things . What another great validation for the credibility of the B Cell platform
In the same vein - I would look at how many BIG auto manufactures were aggressively pushing EV's 10-15 years ago . Sweet FA ....... until Tesslar came on the scene . Tessal gave the EV market credibility ( no executive from Ford was gunna front up to the board and recommend they stopped making petrol engines .
3 2024 updates were scrubbed from calendar.
> Sounds like you would like them to be up there ? - but refer to my earlier comments ref your " point 1" .
4 Management hyped it so much in 2021 we all thought a deal was imminent.
> Possibly management did think they were in with a chance .... The data was good . They may have been led to believe that a deal could be done ( it wouldn't be the first time that some one thought a deal was going to happen and it didn't - regardless of the field )
Now they try their best to not talk about it at all.
> Thats probably a fair comment - but given the " blind stupidity" displayed by the many "Investors " ..... and the tendency for markets to overreact to any news thats deemed negative ... I would argue that IMU did the right thing ...particularly give what has been evolving ref
C 33 & onCARlytics
> I would say they see better easier to do and more compelling opportunities - that might perhaps demonstrate very visible differentiation from what other products / treatments are in the market
" IMHO it is dead and management cannot tell the public as it would cause a backlash to their reputations and SP. Those who believe it's still viable are using confirmation bias - blind not to see the writing on the wall..."
> I very much disagree . The spot light could quite easily be turned on the B Cell Platform ...it may take a while ...but data and knowledge it there .
> Hervax may well come into its own at the appropriate time who knows. The IP and the knowledge remains ....and may end u being a foundation for a "better innovation " of th same theme ( its simply on ice for the moment )
> IMHO - I question your real ability to understand and interpret what the challenges are in developing new lines of IP in the biotech field - timelines , competitive landscape ...and the continual evolution of scientific knowledge
Our other tech is amazing ( Hopefully it is ) and may still provide us a great big pot of gold at the end of a rainbow.
But I don't like to live with my head in the sand pretending everything's great and a deal could land any day from Hervaxx, because I think that is highly unlikely.
> ( at the moment ) but remember the reality of being a shareholder in any public company we don't get that much info ever
> I think you are overreacting ...and making a lot of noise ...... and seem to love to blame
I believe a lot of people here owe @Mason14 an apology. He called it years ago re Hervaxx, sorry Mason.
> ( well people can do what they want - I think its its irrelevant )
> Personally I think you should quieten down and stop acting like a moaner & focus on the NOW .
LOL
Take it easy ...... and yes lets hope that the spotlight gets turned on any one or more of the other other " 4 " lines of apparently cutting edge IP
Show me another bunch of people any where - who have achieved what IMU have over the last 5 years ???
Fast moving
Ability to recognize & act on opportunities
Ability it seems to attract some great "brains into their fold "
Good and very fluent reporting
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