IMM 2.25% 43.5¢ immutep limited

Overnight Market report, page-647

  1. 25,201 Posts.
    lightbulb Created with Sketch. 1355
    just my opinion.....lag-3 is still a fledgling research domain, dominated by immutep but validated with relatlimab......
    Relatlimab still hasn't gone into commercialisation with the might of BMS behind it, no commercial price structure
    or availability as yet.....It seems to me BMS have not prepared themselves for relatimabs success and progression
    to the commercial market.......on the other hand......Immutep are prepared to take efti to market, don't forget either
    at this stage immuteps targets are the large breast and lung cancer market as well as head and neck cancer
    which is severely neglected and treatment largely unmet....
    I haven't included 761 because it is still largely speculative, the others are being progressively derisked...
    The market still needs convincing imo, efti may well be the convincer but still a bit to do...
 
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