Why IMU is a multi multi bagger, page-12706

  1. 2,929 Posts.
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    Thanks for posting this Melburnian

    My take on it: I have very high hopes for Check-vacc - and for Vaccinia and OnCARlytics - but I'm not expecting any earth shattering announcements from the presentation at this conference on the 16th. It looks like this is just an update on the scan data already shown in part in the recent roadshows, and in detail at the San Antonio Breast Cancer Symposium. Those previous presentations showed data to June 2022. It looks like the data on the 16th goes up to Oct 2022.

    Don't get me wrong - that data is seriously good news. It shows that Check-vacc does indeed infiltrate the tumour, replicate, and enlarge the lymph nodes - a sign that the immune system is also kicking into gear. From the Abstract, it looks like the additional 4 months of data confirms those findings.

    So yay!!! These scans are confirmation that Check-vacc is behaving as expected.

    However - based on the Abstract - it sounds a though they are not planning to present data on the therapeutic effect. ie. the tumour response to the infiltration of Check-vacc. I say that because the Abstract states "Further analysis will evaluate the correlation of SPECT imaging results with pathologic immune cell infiltrate, viral staining, and tumor response."

    So I think we will be waiting a bit longer for data which shows us whether the tumours have shrunk after the infiltration by Check-vacc and the increase in immune system activity. All we can say at this point is that (as I see it) there are three huge steps to success:

    1. Demonstrating safety
    2. Demonstrating that Check-vacc does indeed infiltrate the cancer and also stimulate an immune response
    3. Demonstrating that the effect of this is to kill cancer cells and substantially reduce or eliminate the tumour

    We have achieved Step 1 in mice - and now in humans

    We have achieved step 2 in mice - and now in humans

    We have achieved step 3 in mice ....... and pretty soon we will see if it also worked for the poor women in this Clinical Trial.

    The fact that the human response has mirrored the mouse response in Steps 1 and 2 is extremely encouraging. So were Yuman's comments at the recent roadshows.

    I'm expecting this conference presentation to be further good news about Step 2 above but, personally, like Matt Damon below, "I'm holding out for something better":


    And I think we will get it too.

    Have a great weekend all!

    Cheers

    Dave
 
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