It’s almost impossible to value IMU with any degree of accuracy.
LC has told us “the whole B Cell platform is now validated”. IMU own the whole B Cell space. 100% .
From the results we have received so far B Cell outperforms T Cell therapy in efficacy. And furthermore it has been shown to have very little side effects or adverse events as opposed to T Cell therapy.
That would indicate that a minimum starting value would be higher than the sum of T Cell company valuations with an added premium for both safety and efficacy.
Last year sales of T Cell Immunotherapy drugs was US$169bn growing to $275bn in 2025.
If we work with a multiple of 5 times peak sales , the price paid by Big Pharma for acquisitions, we get a valuation range for T Cell Immunotherapy between US$875bn now and US$1375TN in 2025.
That’s not taking into account that 90% of Solid Tumour market that IMU can address via CF33/CD19 therapy. Again IMU is the only company in the world who can access this market.
My point isn’t to place a value on IMU, it’s about highlighting the size of the potential here. Taking a few minutes to explain why the ignorant journalist from the AFR needs to find a new career path.
We still have a way to go, but going on the outstanding performance of the @TeamImugene so far, I am very confident that shareholders are going to be very well rewarded.
This company will spin of many millionaires and more than a few billionaires.
I’ve still got every share I’ve bought over last 4 years. And looking to convert my options with cash.
- Forums
- ASX - By Stock
- Valuation Model Indicative Price $1.33
It’s almost impossible to value IMU with any degree of accuracy....
-
-
- There are more pages in this discussion • 37 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add IMU (ASX) to my watchlist
(20min delay)
|
|||||
Last
5.1¢ |
Change
0.000(0.00%) |
Mkt cap ! $379.2M |
Open | High | Low | Value | Volume |
5.2¢ | 5.2¢ | 5.0¢ | $1.098M | 21.50M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
97 | 7481668 | 5.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
5.1¢ | 1703097 | 4 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
97 | 7481668 | 0.050 |
26 | 3019321 | 0.049 |
24 | 1822995 | 0.048 |
10 | 2942679 | 0.047 |
15 | 1604916 | 0.046 |
Price($) | Vol. | No. |
---|---|---|
0.051 | 1703097 | 4 |
0.052 | 4137566 | 15 |
0.053 | 2218416 | 9 |
0.054 | 1549915 | 8 |
0.055 | 1499783 | 10 |
Last trade - 16.10pm 13/09/2024 (20 minute delay) ? |
Featured News
IMU (ASX) Chart |
The Watchlist
LPM
LITHIUM PLUS MINERALS LTD.
Simon Kidston, Non--Executive Director
Simon Kidston
Non--Executive Director
SPONSORED BY The Market Online