Cod, Great post from you! Recent social media posts are ramping up in their bold comments regarding the amazing possibilities of CF33. At the recent shareholders roadshow, IMU Chairman Paul advised us that IMU was well advanced in planning for a NASDAQ listing, which would only happen after a significant announcement. It appears that announcement might be coming in the next few months.
With Yuman FONG. tweeting about the hopeful ‘universal’ cancer therapy of Oncarlytics and the IG posts of Saul Priceman discussing the same ‘universality’ of Oncarlytics, it appears that IMU is preparing to unveil data that proves. CF33 is the ultimate of the shelf cancer treatment . The Holy Grail of cancer treatments.
It’s now a year since the first data was presented to ASCO ( American Society Of Clinicl Ocncology) . Remember that Checkvax is the CF33 oncovirus including the HNIS gene and a anti-pdl1 checkpoint inhibitor. The HNIS allows the doctors to monitor the CF33 watch in infection of the cancer cells and the replication of CF33 to then go on to infect and kill more cancers cells. It would be reasonable to expect an update on this trial in the near future. This update should have sufficient data to prove the effectiveness of CF33 to obliterate solid tumors.
Many posters have been suggesting we are due for an update on the Vaccinia MAST trial. Does IMU have enough data to convince the ONCOLOGY WORLD that CF33 is the universal cure for cancer?. I believe they do.
Who can afford to buy CF33 from IMU. I would argue, that IMU would be best doing a single deal with a top ten Pharmaceuticl Company as opposed to small deals with multiple partners. Many CarT developers are small scale Biotechs such as Arrovella who don’t not have the financial capacity to write big cheques. Looking into the size and financial strength of the major Pharmaceutical Companies, it appears none of them could afford a buyout of IMU. Even Pfizer who recently paid $43bn for Seagen would be too strapped for a full buyout. Pfizer had to issue a significant Commercial Note to fund their recent acquisition.
The above links give us some insight into the financial might of the major Pharmaceutical Companies. Considering the results CF33 are producing , it’s not unreasonable to expect whoever owns CF33 would take 100% share of the Solid Tumor Market. Leslie Chong’s statement from this weeks Proactive Invetsors supports this view. Leslie stated “ only technology in the world that can do this” . Or words to that affect.
Whilst we have regularly seen comments that drugs sell for 5 X peak sales, a recent deal went thru at 8 X projected peak sales, If CF33 is the only technology in the world that can mark an kill all solid Tumors it would be expected that IMU would get a premium price if they were to sell CF33. So that gives a post approval valuation of between US $2TN and US $3.2 TN.
That’s why I disagree with breaking the CF33 market into small portions by doing small dels with individual CarT companies etc. But looking at the financials of the BP companies, it’s possible IMU might have to do a cash plus % royalties deal. A major pharmaceutical company could then do the global sales and marketing. That shouldn’t be hard. Who is going to ask there Oncologist for Chemotherapy after the word gets out about CF33 and Oncarlytics.
On paper , if all is as we believe, a deal might look like a huge upfront eg US$75bn plus milestones for sales, and a sliding royalty scale depending on sales from 30%-60%. That’s all dependant on CF33 being the only therapy in the world that obliterates all types of cancers in humans.
IMU Price at posting:
12.0¢ Sentiment: None Disclosure: Held
(20min delay)