1. Imugene (IMU) - PH's first child. B-Cell technology platform has been de-risked. Very undervalued at current MC. Drug supply deals with Merck KGaA, Pfizer and Merck & Co. Collaborations with Eureka Therapeutics and Celularity. The closest of the three to signing a deal with big pharma. World class management and SAB.
2. Chimeric Therapeutics (CHM) - Early stage. High risk. Has the potential to be bigger and better than IMU. World class management and SAB.
3. Radiopharm Theranostics (RAD) - Not invested and not interested. PH has enough of my $$$ invested in his companies...hahaha
CHM Price at posting:
13.0¢ Sentiment: Buy Disclosure: Held
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