IMU sell the story., page-2

Thanks for that link Tb. Great article and summary of where things are at for IMU and CF33.

This paragraph really stands out:

M&A going viral

Oncolytic viruses are making big pharma sit up and take notice, with a slew of recent mergers and acquisitions.In 2018 alone, major players Merck, Boehringer Ingelheim and Janssen made acquisitions totalling more than $1.0 billion.

The most substantial of these acquisitions was Merck’s half-billion dollar acquisition of Viralytics for the purpose of acquiring the investigational oncolytic immunotherapy Cavatak. Cavatak is based on Viralytics’ proprietary formulation of an oncolytic virus that has been shown to preferentially infect and kill cancer cells.

The product, currently in Phase 2, utilises the Coxsackievirus to target melanoma, bladder, colorectal and non small lung cancers.

It is worth remembering that CF33 is comparable to Cavatak,and potentially even more efficacious.

With an exclusive worldwide license of the patents covering CF33, IMU could be in the box seat for a similar move by big pharma.

And the Paul Hopper connection cannot be discounted here. Chair of Viralytics at the time of the sale to Merck, he is executive chair of IMU at a time when similar opportunities may arise.

However, acquisition by big pharma is not the only pathway potentially opening up for IMU.Once the CF33 patent licensing is secured, IMU would be presented with multiple possible value realisation pathways, such as developing its OV program independently, or developing in partnership with big pharma, or pursuing potentially lucrative licensing arrangements.