What Is IMU Really Worth?, page-19

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    i think you either too dumb to understand or paid down ramper, They’re Not Simple Me-Too Competitors

    HER-VAXX isn’t simply “another HER2‐binder.” It creates a complementary immune effect (durable T-cell surveillance) rather than relying on continuous antibody dosing. That means it can be used in combination or sequentially with Herceptin/Enhertu—addressing niches those antibodies cannot.

    PD1-VAXX isn’t simply a “me-too” PD-1 blocker. It can serve as a cost-effective primer or maintenance approach in markets and patient subsets where full-dose checkpoint mAbs either aren’t affordable or cause unacceptable toxicity. In that sense, it extends the PD-1 franchise rather than directly competes for the same label

    Once you design a CF33 + PD-1 trial in a “cold” tumor (e.g., triple-negative breast cancer) that historically responds <10 % to solo checkpoint blockade, a 20 %+ CR is easily within reach—and that is where real value emerges.
 
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