Actually they weren't in collab with merk USA until today. They were collabing with Merck Europe which are two separate big pharmas. So it's significant and not fluffy. Especially given the fact that overall survival on hervax at least in part continues. Meaning that when the ever improving data is released and looking the goods and all these collabs are already underway... well it's much better. Say good data is released and no collabs had been organised with complementary blockbusters.... we'd be way behind and have it all ahead of us. Sure we could sell hervax or make deals then but this way it's immediately worth more because it is progressed further with interested parties. It's just smart forward thinking management as usual.
Also, it's super typical that imu announcements take 1 to 3 weeks to sink in. This expectation for a sugar rush ann is small cap thinking and the definition of fluff. We are building solidly here.
IMUGENE CHART. TA only, page-13105
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