A lot of people starting to shit the bed with the lack of data and results so I started going through the most recent videos to try and make an educated guess as to when we can expect Vaxinia or Checkvacc data as well as a few quotes from LC and YF as to why it will be positive.
Call it reading the tea leaves or crystal balling but from interpreting what Leslie and Yuman have stated in the below interviews and speeches it appears that July we will see positive data announced.
Something extraordinary is happening with the clinical trials otherwise this is biggest smoke and mirror show I’ve ever seen; I don’t believe for one second that LC and YF would deliver such hints without having the data to back it up.
Hopefully the dialogues below should put some people at ease and give you confidence that Imugene is on the right track.
Imugenedoses first patient in PD1-Vaxx combination trial - Proactive Interview 2 WeeksAgo
2:40 (in regard to vaxinia) LC “I just couldn’t behappier with that study”
3:00 LC “Yuman will be the key note speaker at theBiotech summit happening in Hobart, a little bit before that we will do some selectivenon deal road presentations”
1:05 (in regard to vaxinia trial) LC “Were seeing someearly signs, uh … uh I cant talk to much about that”
Imugenebegins dosing in cohort three of VAXINIA monotherapy dose escalation trial– Proactive Interview 2 Months Ago
4:05 Andrew “The study only kicked off last year and you’reexpecting it to run for 2 years?” LC “Well not necessarily”
4:28 LC “The oncologist think on here feet and they don’tlike to enrol patients into a study if they haven’t seen something interesting ”
4:50 LC “We haveoncologists that have lined up patients to be on the study, who are actuallycalling the hospitals and clinics saying can I be in this study?”
Combine this with all but confirmed Complete responses that we are hearing about and we could be in for some really interesting news.
Why are we getting these results audited instead of just releasing them like the first set of checkvacc results? Obviously, the results are good enough that they would like them to be peer reviewed and confirmed by expert scientists.
Imugene thrilled as first patients dosed in VAXINIA MAST combination study – Proactive Interview 3 Months ago
0:45 LC “We have seen such early significant sign in the monotherapy”.
1:00 LC “All four arms are going at lighting speed and weare seeing early signs so I’m so very excited about this study”
1:10 Andrew “What early signs are you seeing” LC “ Well I don’t want to steal the teamsthunder because they want to be able to publish on this plus, Yuman Fong willbe out here in March to perhaps allude or give a little signal as to what’shappening on this study because I’m sure he’s going to be quiet excited abouthis little baby invention, because I don’t want to steal that thunder plus itmay inhibit us from being able to publish this data”
Obviously the above never eventuated like it was meantto, we can only guess that the auditing of results took longer then expectedand Yuman had to fly home before anything could be announced. Hence the recent announcementthat Imugene will be hosting some more non-deal roadshows in July. It would be irresponsibleto have another one of these roadshows without anything meaningful to discussas the focus would be completely negative (given the declining share price and lackof results) not to mention the fact that it would be a waste Yuman’s time.
Another strategic reason for possibly delaying theresults until July is that June is notorious for being a shocking month on the ASX,I’m sure we can all attest to that from what we have all just witnessed.Waiting for the tax loss selling to pass will mean that any positive announcementwill avoid being met with market resistance.
Note: The OS Hervaxx results were published 27thJune 2022 to possibly coincide with turning market sentiment…???
1:50 LC “I’m a believer in getting significant sign likethis on a cancer conference or cancer pharmaceutical world stage, so I’d liketo get that published before I can talk about it”.
3:50 LC “We are just generating some wonderful, interestingdata from our Mast study
Imugene Investor Presentation | Non-deal Roadshow 2023 Australia– 2 Months Ago
31:05 YF” We’re already seeing biological responses thatare highly, highly promising”.
35:30 YF” We’re already seeing biological signals thatare enormously promising”.
35:40 YF “We’re are already seeing signs that we are excitedabout, but again we need it audited and biopsied and all of that” “Weneed the data to be out in the public realm for you guys to see”
If somebody has a view to the contrary, whereby they can see the results being negative I would welcome their opinion and evidence to support.
(20min delay)