The B cell platform is quite like what Genentech had when Roche took it over at around US$40bn. But the B cell platform is so much more although Genentech is much more advance when the takeover came.
All in all, if it is the whole B cell platform we are talking about, the most conservative of number I can think of is US$20bn at the minimum. If PD1-Vaxx gets proven up more like with many more CRs and PRs, then it could be a different story. All depends on the stage of B cell when the deal lands.
Personally, I much rather they just licenced or sell Her-Vaxx. Even for a mere US$5bn, it would be cheap as the market of Herceptin is far, far more. Plus it won't have any biosims to fight for any market share. And it would be brightest and fairest treatment for that market.
And if Her-Vaxx truly get sold for that price, well, we all know market is forward looking. With PD1-Vaxx and those other CF33 going into trials, the market cap of IMU could well be in multiples of that US$5bn. And don't forget, this can all happen overnight. Hence the Afterpay reference.
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