IMM 6.25% 29.8¢ immutep limited

Media, page-716

  1. 793 Posts.
    lightbulb Created with Sketch. 1143
    And just a quick fact check on Roche.
    They have anti-PD-L1 product (different from the anti-PD1, like Ketruda), Tecentriq, with total revenue ~USD4.2B.
    Roche surely wants something to amplify the sales volume with Tecentriq, like adding Efti.
    The patent and clinical principle of Efti is covering all PD-1/PD-L1 agents for combination. So please do not worry about we are binded to Merck alone. Here I can imagine the competition tension is in place.
    In terms of Lag3 product, Roche only has one PD1/Lag3 dual blocking antibody in house and is still in dosage escalation stage. So way behind where Efti is standing now (I also consider Efti is a complete different class of drug when comparing with the Lag3 antibody).
    Plus, the below is the speaker on the session. So Marc has just been to Aisa lately?

    https://hotcopper.com.au/data/attachments/6092/6092163-2f18c5527df3c0b3dfb046da9669ef1c.jpg

    Last, just to remember, the online disclosure of ASCO abstract will be 24th April. A lot of things are cornered up in the last two weeks of April?
 
watchlist Created with Sketch. Add IMM (ASX) to my watchlist
(20min delay)
Last
29.8¢
Change
0.018(6.25%)
Mkt cap ! $432.1M
Open High Low Value Volume
28.5¢ 30.5¢ 28.0¢ $533.9K 1.811M

Buyers (Bids)

No. Vol. Price($)
21 572268 29.5¢
 

Sellers (Offers)

Price($) Vol. No.
30.0¢ 246578 31
View Market Depth
Last trade - 13.54pm 05/07/2024 (20 minute delay) ?
IMM (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.