I have stepped back a bit from the ‘noise’ on HC and as a result I have only just had a chance to watch the latest Prof Fong video that @davybabyk located. Many thanks Dave, much appreciated.
As several here have noted, this is a video that is ‘deeper’ than previous YF updates. The reason would be, of course, the difference in the audience he is addressing. This is not a shareholder update but a ‘sharing’ among other researchers who are looking for new cholangiocarcinoma treatments. As a result, this actually delivers a much greater insight for IMU investors. A bonus if you like.
I have noted that many HC posters have previously had concerns that the IMU trials would struggle to show clear efficacy, mainly because IMU are only treating extremely sick patients who have already failed multiple lines of treatment. This video may alleviate some of this apprehension. In his early slides YF goes into some detail as to why viruses are ‘ideal’, or in fact superior, cancer-fighters because they target anti-apoptotic cells ... cells already damaged by previous radiation or chemo treatments. Note: he explains why “anti-apoptotic cells are highly facilitating for the replication of viruses”
I have to say, there is so much more here than in any other YF presentation I have seen.
If HC punters had wondered just how close to the ‘cutting edge of science’ IMU were sailing (via Prof Fong), then this video should give you some idea. He is talking to leaders in the field (cholangiocarcinoma), yet they are concerned that they are asking YF a number of naive questions. As he admits, he is hoping a number of his PhD students will answer some of the questions he still has, about the OVs he has designed. He knows they are safe, and we have now gained insights into how he goes about keeping them safe ... by ‘limiting genetic drift’. This is an aspect that the FDA would love, and would (in part) explain why IMU seems to be getting a ‘smoother’, faster run with the FDA, a body that can, for good reason, be very challenging to work with.
There is so much here I will have to go back for a 2nd and 3rd ‘watch’, when I get some time.
I also suspect that when YF refers to the Phase 2 trial, he is actually referring to the extension, or Phase 1b trial.
I have marvelled at this science for several years now and it continues to be extremely exciting. This is an amazing journey we have been invited to join, even if we are just shareholders. I think the cholangiocarcinoma researchers that attended the online forum were also impressed by where YF and the team were going, and in fact, how far they had progressed. I believe, if you have the patience, this may just be the ride of your life.
As always, just the opinion of one shareholder.
(20min delay)