Just a quick post for fellow multi baggers as opposed to newbies on the current state of play with our baby in relation to current market movements. I know full well day to day fluctuations aren’t your cup of tea, as you are holding long term, though there is a need to address recent volatility.
Speaking from experience, without wishing to sound arrogant or in any way demeaning, having managed thousands of investment clients I am of the view that many investors are unaware of what it is they are actually vested in. More often than not they handed over their funds based on a tip from a mate at a BBQ, an accountant who receives a referral fee from a financial planner, or a bloke who people reckon knows a thing or two down at the pub. Then alas! They read something like CEO sells shares, or director resigns, published by a journo who doesn’t even know who the CEO of the company they have invested in actually is, and they panic. Read 9/11, GFC, and every catastropphy since, when investors spill their beans only to find out a few years later they’d be much better off had they stayed the course.
When it comes to IMU, Hopper sells a bit of cream to keep in business on a number of fronts. He knows his investment in Imugene is sound but he needs to keep his own investors in the frame for whatever else it is he has planned. There’s nothing like having access to friends and capital when you have irons in the fire, combined with a desire to grow, expand, accumulate and make a name for yourself.
IMU takes the 50 cent mark out tomorrow. It’s all about supply and demand, and contrary to popular belief, IMU shares are not confetti. They would be were the majority of leading shareholders and LTH holders unaware of forthcoming IMU announcements. But they are acutely aware of the fact Her Vaxx is a winner, as the biggest of Big Pharma’s are lining up to combine, participate and extend their treatment runways with Imugene’s Her 2 success story. Meanwhile Imugene’s PD1 Vaxx has already illicited immune responses. So let’s tick it off and add a few more digits to the Professor Kaumaya portfolio acquired by Imugene. Whilst the recent Vaxinia FDA approval is significant. The ability of this potent OV to now take on solid tumours in human patients within the US is immense. There’s little wonder Imugene CEO Leslie Chong was exuberant at the thought. Or should I say reality.
So who is selling their shares to the ASX 200 invested passive funds, ETF’s and super funds tomorrow? Perhaps and probably not you and I. The stock price increased over 9% on September 17 upon inclusion into the ASX 300. What is the multiple to be tomorrow? Either way despite attempts to drag it back early, in the long run probably much more. If in any doubt read my previous posts.
- CF33, Imugene’s powerful oncolytic virus is a game changer.
- When it comes to immunotherapy and B cell cancer cures, Big Pharma is scouring the globe in search of cancer recipes to rival Keytruda, Merck’s unrelenting blockbuster cashcow, or even Herceptin Roches breast cancer money maker.
- The market is growing, Big Pharma profits are overflowing and their need for safety with low toxicity is blowing. Blowing in the IMU direction, where lower costs to produce, ease of administration and access to immune responses are all on their menu.
Who are the winners tomorrow in the ASX200 rebalance? NVX, LTR, IMU? Maybe all, if the US continues to stabilise overnight. The Fed’s assurances early this morning they have their steady hand on the Post Covid wheel may well be the catalyst for growth investors. Is IMU the winner, the market darling as it were? When the average ASX 200 wakes up to the IMU story, she soon shall be . Her VAXX, comparable to Herceptin. PD1 VAXX in the same boat as Keytruda. And with no side effects. You’re kidding aren’t you. Any one of these drugs is worth billions in terms of future revenue, potential combinations and market share. And what was that code I mentioned early. CF33. It rhymes with CD19. Doesn’t it?
Line up tomorrow and hop in the queue. I’ll be joining you.
DYOR and seek investment advice where necessary
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