Hi allI'm curious to hear some thoughts / opinions (particularly...

Hi all

I'm curious to hear some thoughts / opinions (particularly from the informed / seasoned posters) around the IMUODs. Are they a chance of being in the money prior to expiry within 5 months? It would require upwards of 400% re-rate in a short period. Certainly achievable, but what would be the catalyst?

For mine, any one of the following could push us in the right direction towards (and north) of $0.45c per share.

- a commercial deal with BP
- further compelling data from the MAST Vaxinia study from the higher dose cohorts
- OnCARlytics data which to my understanding trials have started dosing at the higher cohorts off the safety profile of the Vaxinia study?
- selling all or some of the B-cell platform (Hervaxx and/or PD1-vaxx)

Is it realistic to think any of these things will be achieved within the next 5 months? The paint-drying / grass-growing feels of WMHB are certainly being shared.

I'm unsure of the name of the specific event but I believe LC is due to present at a cancer conference in the US on 8th April 2024? I saw that she will be presenting Hervaxx data, are we expecting updates on Vaxinia or OnCARlytics? Do we have an idea of when to expect data readouts for Vaxinia and/or OnCARlytics?

Opinions only. DYOR. Happy to be corrected on any points as needed.