Well the mood with the majority of share holders is certainly
down in the dumps, and for very good reason share price wise
that's for sure. It hurts to look at how far most of us are in the
red, and it is the job of the board to create value instead of
decimating it. Some of the post's by IMU bulls are starting to
go the other way to the bear's side. I personally agree with what
most have had to say over the week end. The B cell platform
still has some legs in my opinion, but I agree it is really taking
to long for all sorts of reason's. Let's hope a deal can be done
for 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 me
and others have invested. We only need one to hit the back of the
net and we are on a winner.
So I and a few other share holders have seen a distinctive change
in tactics by the company. What I mean by this is that the majority
of the focus seems be on the CF33 platform. Namely OnCARlytics (CF33-CD19)
VAXINIA (CF33+hNIS), CHECKvacc (CF33+hNIS+PD-L1). Not that
IMU have given the rest of there IP the flick, just that they are talking
about 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 lucky
because he knows all ten horse are going to be winners, some
of the horses are better than others. But he realises that one
particular horse is a star in the making. In all his years of training
horses, he has never seen anything like this horse. This horse
is doing things on the trail track that he has never in all his years
seen anything like it. So you would imagine that the horse trainer
is 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 stated
that he in all his years of work, has never seen anything like
CF33 and how and what it is able to do. Now he is seeing it in
humans. Yuman stated at the last presentations in Melbourne
and Sydney that he is seeing CF33 do exactly in humans what
it has done in the labs and on rodents. Thats a massive statement
from 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 anything
else is a really good sign that things are going exactly as they should.
In the end, if CF33/VAXINIA/OnCARlytics/CHECKvacc work, does
it 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 holders
will 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 and
I'm more bullish on IMU as I have ever been.
Some posters over the last couple of weeks have been saying
that if a take over offer of 20, 30 or 40 cents came in that they would
vote to take it. To you guys, PLEASE GIVE ME A BREAK. If you guys
would put in the time to research what IMU really have and what
BioTech 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 Deal
Bristol-Myers Squibb and Nektar = 3.6 billion US
Merk and Eisai = 5.7 billion US
Now if you look closely at what IP and stage they where at, you
can compare them to IMU. Yes, some had been a little further along
than IMU, but if CF33 works then IMU will blow these deals out of
the water in a very big way.
LC has on more than one occasion said that she is building another
GENENTECH, and as IMU continue ticking every box CF33 wise
I believe that is what is unfolding before us.
If we check out what Genetech was bought out for it might
give us some idea what we might have in IMU.
I personally think if the CF33 platform works, IMU will go for
a lot more than Genentech did.
This is just my opinion and not financial advise.
(20min delay)