@Hawkbar33
@Taureanbull
and a several others ...
I was pleased that the IMU team finally stepped up to face the shareholders.
As Hawk states “all 3 participants open, honest, etc ... although in my view PH wasn’t completely open but still good to see him taking a ‘lead’ role in the session.
As @mrdingo stated ... “He (PH) looked tired yesterday ...” – he certainly did. Is this the weight of office, in a company that has seen its SP almost bleed out? Or something else, as others are alluding? He certainly looked a lot older than when I last spoke to him about two years ago. I suspect I probably look a bit the same ... I have been in this company for a good while also.
Hawk,
A good solid summary and I certainly agree with much of what you say. Also agree – “Azer-cel is the main game.” ... certainly, at the moment.
Taurean,
Yes, I suspect that the MAST trial may have given what it can. It has certainly served its purpose and informed the way forward in several areas.
You also state ... “The good news is Azer-Cel is a great asset in a very hot space.” – totally agree. In my opinion it is key to everything IMU are doing going forward.
It should be the first asset to hit the market (probably at least 3 years away, fingers crossed for earlier) and therefore a great future funding source. Can potentially lead the way in blood cancers into the future so it is critical in the scheme of things.
But ... its way more important than that. Surely the IMU team will be looking to make it (Azer-cel), the key combo with onCARlytics, certainly if the (A-c) trials continue to produce positive results.
A couple of key quotes from the presentation, if you are looking for positives ...
1. “we are very confident about Acer-cel” – yes, so am I, so please don’t mess it up.
2. We have not had a clinical trial failure! Ever!” – which is true on the science level.
Although, we should also add ... ‘we haven’t had a commercial deal yet either’, which of course is one of the issues that, in part, explains the SP level.
Anyway, as I said, I was very pleased to see the three amigos front the shareholders (at last). Perhaps we may see some more of this communication. One can dream.
As I have stated many times before, I have not seen the science fail yet ... but we will need to sign a deal sooner than later, if the company is to achieve anywhere near the success its potential has promised.
Hoping and holding ...
As always, opinion only.
(20min delay)