Media Thread, page-237

  1. 2,929 Posts.
    lightbulb Created with Sketch. 12940
    Yep.
    That Bell Potter interview is deeply interesting. Very clear indications that serious discussion is going on around Her-Vaxx. LT holders know very well about the improved formulation - but hearing the CEO describe it as “pharma ready” is a big hint about current discussions.
    Enormous confidence on show regarding both Her-Vaxx and CF33, and having watched all Leslie’s presentations since she started, I know how cautious she is. This CEO is not someone who tries to project a false optimism. I’ve always felt she underplays things.
    I have been steadily building a position over 6 years based on facts, and an assessment that the market overestimates the risk and underestimates the potential.
    Sure there is still risk, but we have just seen a huge derisking event and a further expansion of potential.
    The market still hasn’t caught up and (personal view) Imugene is still madly under priced.
    I suspect it won’t be all that long before the market looks back on Imugene at sub 20c the way current buyers look back on Imugene at 0.8 cents. The big difference now is that the pace of change is picking up. My capital gain tells me I was right 6 years ago. Am I still correct? Time will tell...
    cheers
    Dave
 
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