Recent developments at Imugene Headquarters render the CF33, Vaxinia and Oncarlytics platforms the hottest item in town. Last week world renowned Professor Yuman Fong from the acclaimed City of Hope Cancer Research Facility in California’s statement that “we are seeing unequivocal evidence we are killing cancer within humans”, had long term holders of IMU on the edge of their seats. When adding “everything we saw in trials with animals, we are now seeing in humans”, investors decided to sit a little further forward in their seats. Finally Imugene’s CEO and Managing Director Leslie Chong confidence in reassuring the NPRW Healthcare Conference this week that Imugene would definitely have a shot at pursuing fast track approval for Professor Fong’s powerful cancer killing oncolytic viruses, had IMU investors jumping out of their seats. It’s all a little bit too much for those who embarked on the IMU journey many years back, with a hope, a prayer and a dream that one day Professor Fong’s quest to cure cancer would someday become a reality. Perhaps not for Professor Fong’s side kick from the City of Hope Dr Saul “cancer ass kicker” Priceman, who noted in November last year in an earlier IMU roadshow, that when Oncarlytics went into humans for the first time, with an FDA IND, Big Pharma themselves would then sit up and take notice.
So what’s the deal? Well if CF33, Vaxinia and Oncarlytics are the first platforms to effectively obliterate solid tumours in history, Imugene shall soon be swimming in the big pool. The pending acquisition of Seagen by Pfizer for $43 billion USD places cancer drug values at approximately 4 to 5 times peak sales value, with Seagen forecast to earn anywhere from $8 to $10 billion USD in years to come. But given Professor Fong stated on US night time television last year that “we are convinced this shall one day become human therapy”, and taking into account the huge unmet need present in the solid tumour market segment, what are the potential peak sales for CF33,Vaxinia and Oncarlytics combined? We know monoclonal antibodies, checkpoint inhibitors and now Car T and allogenic therapy providers can all benefit from combining with Professor Fongs virus designed to only kill cancers. Therefore what is it worth to them to now participate in a market estimated to be worth $532.42 Billion USD in 2032?
Chart courtesy of www.precedenceresearch.com
With all this in mind I thought it worthwhile to establish a new thread on Hot Copper where long term holders and investors in IMU could discuss anything and everything to do with CF33, Vaxinia and Oncarlytics. In other words those with a vested interest in a commercial deal for these platforms. If we can refrain from commenting on non holder posts that would assist in the longevity of the thread, for they clearly have no vested interest in a commercial deal for CF33, Vaxinia and Oncarlytics. There are other IMU threads for them to obtain information, comment and post. Likewise if we can keep the discussion to these products only it would support the threads creditability. Remember this is not a thread to discuss the IMU share price, there are other threads for that topic. However feel free to discuss share price valuations in relation to the out licensing or sale of these products, including whatever upfront and milestone payments you see as being applicable to a commercial deal. Other Big Pharma deals should be discussed on this thread, as they point to the potential sale value of IMU’s oncolytic virus and oncarlytics platforms. Just as scientific data, company announcements, healthcare analyst and broker reports add value to the discussion as and when they arrive.
I look forward to having worthwhile debate and discussion with many of my colleagues and long term holders here on this thread wherein the sale of CF33, Vaxinia and Oncarlytics promises to deliver abundant wealth to us all. Not to mention the abundant health these products promise to deliver cancer patients worldwide. The take off toward launching these cancer killing products is now well underway, with Vaxinia in particular already 22 days into dosing the 4th cohort of patients in IT and IV format, both as a monotherapy and in combination with pembroluzimab. The finish line awaits those who have gone the distance. Now with fast track approval for these platforms clearly visible in the Imugene headlights, it’s simply a matter of time before a commercial deal is done. Whether it’s this year or next, it’s in our best interest to have a forum in which to express our opinions on such a crucial cog in the IMU wheel. Today we as investors are unclear of when, in what structure and for how much a deal shall be done? Is there to be a bidding war for this revolutionary technology? Patients are now queuing up to take Vaxinia, at the behest of their oncologists. Word is spreading fast of initial soon to be published data, albeit at minimal dosage rates. How fast is word to spread when results from higher dosage rates of CF33 and Vaxinia are made public?
Imugene’s mantra has always been to create compelling scientific data in support of their novel and transformative immunotherapy products. The data is now filling up at the doors of the FDA, a regulatory body screaming out for safe and inexpensive cancer killing agents that are low in toxicity and long on life expectancy for otherwise desperate patients. Its a perfect storm for both Imugene and the FDA, at a time when Biden’s Cancer Moonshot Project is signalling a call to action in the ongoing fight against cancer. At the same time it’s a call to action from me to my fellow posters here to contribute as and when you see fit to this meaningful debate.
#cancerkiller #obliteratesolidtumours #$525bn #CF33 #Vaxinia #Oncarlytics #YumanFong
DYOR Research - seek investment advice as and when required - Opinions only
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