If there is truly an ongoing discussion about the B Cell products, then I believe a deal from there will eventuate first. My expectation is it should be done by first quarter 2025. Only a matter of what kind of deal. I suspect, IMU would want enough upfront (US200m+) to help delay or maybe even prevent the need of a near term (within next 2 years) cap raise.
If the above should come to pass, then IMU will be in strong position to truly fast track its most promising trials to bring on those 'beautiful data'
Above just my opinion.
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