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I am with you on Hervaxx possibilities, However just note that...

  1. bavarian1975
    2,969 Posts.
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    06/06/23
    17:27
    Post #: 68159340
    I am with you on Hervaxx possibilities, However just note that the timeline has been delayed by 6- 12 months. That is I think the JULY interim readout for Hervaxx, probably looks more like - end of year early 2024. Why?

    Firstly... Next horizon - is a very hard study to enrol - see here for a quote from LC back in March preso https://hotcopper.com.au/threads/why-imu-is-a-multi-multi-bagger.5431324/page-13448?post_id=68053267
    Secondly, they have only ONE hospital for enrolment.
    Thirdly they mentioned they were looking for more hospitals in Dec 2022, this is yet to happen.
    Fourthly - their Newish (May 23 it was put out) table of expected order of inflection points seems to reflect this delay...HErvaxx is down the list

    https://hotcopper.com.au/data/attachments/5331/5331278-9eb2f5a6889d2eb60608ad01dbcef81e.jpg


    I wrote about this earlier just here....https://hotcopper.com.au/threads/why-imu-is-a-multi-multi-bagger.5431324/page-13446?post_id=68052753

    DYOR and all that.
    Last edited by bavarian1975: 06/06/23
    IMU Price at posting: 10.0¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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