Well the mood with the majority of share holders is certainlydown in the dumps, and for very good reason share price wisethat's for sure. It hurts to look at how far most of us are in thered, and it is the job of the board to create value instead ofdecimating it. Some of the post's by IMU bulls are starting togo the other way to the bear's side. I personally agree with whatmost have had to say over the week end. The B cell platformstill has some legs in my opinion, but I agree it is really takingto long for all sorts of reason's. Let's hope a deal can be donefor HERVAX but I wont be holding my breath there on that one.LC has mentioned before that we have plenty of shots on goal.This is a big strong point that IMU have, and is a major reason meand others have invested. We only need one to hit the back of thenet and we are on a winner.So I and a few other share holders have seen a distinctive changein tactics by the company. What I mean by this is that the majorityof the focus seems be on the CF33 platform. Namely OnCARlytics (CF33-CD19)VAXINIA (CF33+hNIS), CHECKvacc (CF33+hNIS+PD-L1). Not thatIMU have given the rest of there IP the flick, just that they are talkingabout the CF33 platform with much more enthusiasm.So let me make an analogy. Here goes.Let's say a horse trainer has ten horses in work. He feels luckybecause he knows all ten horse are going to be winners, someof the horses are better than others. But he realises that oneparticular horse is a star in the making. In all his years of traininghorses, he has never seen anything like this horse. This horseis doing things on the trail track that he has never in all his yearsseen anything like it. So you would imagine that the horse traineris going to put more time and effort into the star in making.Dose this sound familiar to anyone reading this.This is exactly what is happening at IMU. Yuman Fong has statedthat he in all his years of work, has never seen anything likeCF33 and how and what it is able to do. Now he is seeing it inhumans. Yuman stated at the last presentations in Melbourneand Sydney that he is seeing CF33 do exactly in humans whatit has done in the labs and on rodents. Thats a massive statementfrom a man of his integrity, and I trust and believe him 100 percent.So, to me seeing IMU talk more about the CF33 platform than anythingelse is a really good sign that things are going exactly as they should.In the end, if CF33/VAXINIA/OnCARlytics/CHECKvacc work, doesit really matter if IMU can not do a deal for the rest of the IP ?I would think not, because if the CF33 does its job, all share holderswill be able to write there own ticket and wouldn't that be nice.Add on to this the recent acquisition of the Azer-cel CAR T andI'm more bullish on IMU as I have ever been.Some posters over the last couple of weeks have been sayingthat if a take over offer of 20, 30 or 40 cents came in that they wouldvote to take it. To you guys, PLEASE GIVE ME A BREAK. If you guyswould put in the time to research what IMU really have and whatBioTech IP can go for you would not make these statements.Here are some recent take overs and buy outs.Merk and Ablynx = 7 billion US DealBristol-Myers Squibb and Nektar = 3.6 billion USMerk and Eisai = 5.7 billion USNow if you look closely at what IP and stage they where at, youcan compare them to IMU. Yes, some had been a little further alongthan IMU, but if CF33 works then IMU will blow these deals out ofthe water in a very big way.LC has on more than one occasion said that she is building anotherGENENTECH, and as IMU continue ticking every box CF33 wiseI believe that is what is unfolding before us.If we check out what Genetech was bought out for it mightgive us some idea what we might have in IMU.I personally think if the CF33 platform works, IMU will go fora lot more than Genentech did.This is just my opinion and not financial advise.
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