valuation 2020, page-7

I am still quietly confident that IMU will deliver positive and encouraging Her-Vaxx interim results in the coming weeks as disclosed in its previous timeline (attached).

My thesis is based on the fact that both Paul Hopper and Dr Yuman Fong accepted IMU shares (with mainly Her-Vaxx) for their pure CF33 exposure, Vaxinia Pty Ltd. I believe Paul Hooper and Dr Fong would not have done that if the Her-Vaxx opportunity is not as exciting as the CF33 opportunity... and we all know how excited the market reception of CF33 was/is.

There is no greater IMU/Her-Vaxx insider than Hopper and there is not greater cancer expert than Dr Fong. They did their DD on Her-Vaxx... and I am happy to back that.

I also have a gut feeling that investors are positioning themselves for these results. So if you also think the interim Ph2 Her-Vaxx data is good to great.. now is the last chance to top up at these low levels.

If the results don’t deliver a significant uplift in SP in coming weeks, personally, I will be re-evaluating my IMU exposure as I need to allocate more funds for another promising ASX listed small cap biotech that many on the IMU forum seem to be also backing. This other biotech, which I won’t mention directly, has been RACing away... SP wise.