Captain , You should also add in value for the other 60 Mimotopes in the platform. HerVAX was only one out of 60.
They still have about 60 more to trial. As LC said this trial validates the whole platform. They need a really Big Parma partner who can write the cheque needed to trial the whole platform.
IMU at this point have a monopoly on B CELL immunotherapy. She also said “ as of now the race is on to get into the B Cell space “. Or words to that effect.
Big Pharma will be looking at the whole platform , whilst investors are just looking at HerVAX. There are several cancers that express HER2 .
Investors need to take a helicopter view to get a good picture of the value of IMU. As of today it is grossly undervalued. We should listen very carefully to what LC says in her videos. It’s all there. She doesn’t waste words . Every sentence reveals to us just how enormous this is going to be.
We can be sure her comment about everybody now being in the race for B Cell therapy also means they are in the race to do a deal with IMU. Either to buy, partner or license our technology.
This pull back is a great opportunity for those who listen to LC and understand what she is saying.
And the comments made by PH at the AGM “Next year will be our most profitable year” confirm what LC is saying. PH is not a man given to irrational exuberance.
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