To add support to this post, yesterday a poster reminded us that...

To add support to this post, yesterday a poster reminded us that LC expects to see results with a few months of starting the Ph2 Gastric Cancer trial in combo with Keytruda.

https://www.axios.com/2021/10/29/keytruda-sales-merck-drug-prices

Keytruda is well on track to achieve the status of being the biggest selling drug in the world. With sales of US$17bn and growing. Or AU$25 Bn.

So here we are with a MC of $1bn trialling our wonder drug HerVAX in combo with a $25bn gorilla. HerVAX can be used for any cancer that overexpresses Her2.

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC4368842/

This trial is expected to begin shortly. Because HerVAX has an outstanding safety profile, and Keytruda is an approved drug, we won’t expect any delays in getting started. As LC has stated we could expect results in a short as a few months

If the initial results are good, how long will Merck US$238bn take to stake out a claim on HerVAX to protect and enhance their $17bn in annual revenue??????

That’s about 6 months from now. If IMU decide to only licence HerVAX for Keytruda non-exclusively, how much would Merck up the ante for exclusivity?.

We aren’t playing for sheep stations here. This is seriously big money. Adding 16 years of life to a $17bn drug is $272bn. And this number would only increase with the improved out comes for patients.,

Remember when you hit the sell button today, this is only one asset IMU has. The family jewels are still in the vault. A $1bn MC cap is looking severely underpriced.