IMU (ASX) Whats IMU likely to be worth ?

Originally posted by valueadd ↑

I'm seeming lots of posts about the stock hitting price targets etc 15 cents , 20 cents etc etc
Lots of excitement ....and impatience

So what is IMU really likely to be worth ?

My view ...like many is miles miles more than 20 , 30 ...50 cents because I'm looking at the long view .

People who are " hanging " for a jump in price to 15 , 20 cents etc are simply missing the big picture and possibly dont understand the potential upside that IMU could offer .

The two main platforms - B Cell & C33 Virus developments are both pretty much game changers
and are likely to eclipse and re define standard level of care ......in time. ....... but both platforms have been many years in the making / evolution and refinement ...... and any roll out from current trials etc is going to take time ...and the effect will be compounding , as more results are announced and proof of concept well and truly verified

Dont forget the current "solutions " that require synthetically manufactured antibodies have been many years in the making as well . Huge drug companies have invested billions into these drugs ..... and so will be wanting to extract the max out of them presumably .

Whats this mean for IMU ? ( whose message seems to be very overtoned with a moral desire to cure cancer ( per Leslie Chongs passion and personal experience of losing parents to the disease )

Do they sell their IP - do they try and grow the value ????

I honestly dont know ....as the road to getting drugs and remedies up and running in the real treatment market is very very long and expensive and the temptation to take a quick windfall package may simply be too good to refuse .

My hope is that IMU will enter into licencing deals - to keep the cash flow going so that shareholders can enjoy the long term growth in value that is inevitable . ( assuming things go to plan ) ...or maybe some other JV arrangement ..... anything to keep the IP development and capitalization going ....such that the true potential is achieved

Assuming both platforms work - and taking to account other deals in the "big pharma " space then I recon its fair to say that fully developed the IMU IP could be worth 50 billion ( $10 buck s a share ) - long term .

Such a price sounds outrageous , I know .......but think about the bucks currently invested in the space ???

And then think about the " game changing " nature of vaccinating a person so they make their own antibodies against cancer ......... or.......putting a cancer hunting virus into them . ( I mean holy hell - both concepts are simply exciting !! )

There are lots of posters on the IMU threads with lots of stats and numbers relating to drug company valuations etc ...and I hope they can dig up some valuations for reference .

Elon Musk and his visionary philosophy ....... is a prime example of someone coming from no where to be considered a market leader in his space . ........ and look at the market caps of his enterprises !!!!

Closing message to IMU Holders ....... sell if you like to take a quick buck short term ..... or hold onto your shares ..... play the long game ...... and if all goes to plan then the potential upside will make the profits you take today look like chicken shit .

cheers

VA

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I agree with everything you said, but if you are talking long term when the IMU IP is fully developed, then $50bn don't cut it for me. Remember this, Roche paid $43bn for Herceptin and, I believe 2 other drug. If our B-Cell platform is fully developed, that alone would be worth more than $50bn, I believe. And then there is that CF33.

Bottom line, longer term, if the CF33 works as shown in the lab and cure cancers, then seriously, $100bn might not even cut it. After all, nobody knows yet what price for a cure. And that is the holy grail here for me. And more importantly, for all the cancer patients to come.