IMU 0.98% 5.2¢ imugene limited

@Taureanbull thx for your postTB. Q. Have the readers here even...

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    @Taureanbull thx for your post

    TB. Q. Have the readers here even considered how much this is worth to BIG PHARMA! Or how desirable it would be to land this prized asset if BP need to stay competitive?

    A. Isn't that that the company's job? Aren't they the ones seeking the funding

    I agree with what you say and how far Imugene has come. I myself have written tirelessly for years of the value propositions. But your quote above reverts to the point made in my post. Where would investors start to consider the worth of an Imugene asset to Big Pharma? The company certainly hasn't given them any direction as such. If you are asking someone to invest with you wouldn't it be worthwhile discussing the anticipated returns, market dynamics and time line surrounding the investment? An investment overview as to the anticipated market segment, size, competitors and expected penetration. On the one hand the Imugene Chairman stands in front of shareholders saying it is not his job to sell shares to us, and on the other he is coming to them asking for money to fund particular projects. It all seems somewhat incongruous to me.

    My post merely alludes to the mood of investors in the current market surrounding the current capital raise, as reflected by the prevailing share price. It's not necessarily altogether my opinion, but I'd like to think its stating the facts as I see them, from the perspective of many everyday investors. Are these investors and shareholders right or wrong? Is the market right or wrong? In many ways it is relevant. Imugene shall continue to grow and march forward. I (as are you) confident the science shall succeed and win out in the end. But ongoing capital raises, listings and company proposals must be met with much greater detail pertaining to commercial and financial direction if they are to succeed, irrespective of what the company has under their bonnet. Simply assuming the public accepts everything you say, believes your science and is prepared to go the extra mile for you, post November each year, is problematic to say the least. There's an age old saying, "What's in it for me", and until you convey that message loud and clear all the brilliant medicine, science and prospects don't mean much.

    I am aware how far the company has come from a scientific viewpoint and of how azure cel compliments their existing now extensive pipeline. But your post screams of a company spreading themselves too thin. Multiple trials, tired MD's and people running all over the globe. As suggested earlier in the week IMO its probably high time specialist deal making independent consultants were brought on board to design and perhaps implement a commercial road map forward. This isn't pre-emptive, its just prudent planning. In doing so management may even find it affords them more time to perform the tasks they perform best, leaving the deal making and business planning to those who specialise in that field. As you correctly suggested, creating a universal vaccine against cancer is a momentous task.

    And as for criticism, that is every shareholders right. HC posters have every right to voice their opinion, whether or not you agree with them is for another day. Keep in mind if you start eroding close to 90% of an investors portfolio in the space of a few years and expect to issue salary rises and a few more shares and options to yourself in the space those few years, off the back of what may or may not occur in the fulness of time, then be prepared for the odd bout of disapproval.

    DYOR - Opinions only
 
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