Why IMU is a multi multi bagger, page-22577

First 22577 Last

Share
Profile

Follow
GMT2

1,385 Posts.

1792

18/04/24

07:17

Post #: 73397892
Share

Originally posted by Harry58: ↑

The last two weeks has certainly presented an emotional roller-coaster for many Imugene shareholders.
The majority in my view are optimistic that the science will deliver positive outcomes for cancer sufferers and ultimately financial reward.

The problem for many is their perception of timing ... this is a speculative stock that requires patient capital. And of course as the saying goes, speculation leads to expectation which (if not met) can result in frustration.

An understanding of time frames in clinical trials will assist in setting expectations.
The company however, does not assist in this regard when they state in the MAST trial announcements that "the trial commenced in May 2022 and is anticipated to run for approximately 24 months".
Any punter would correctly interpret this to mean that the trial will finish in May 2024.
But no, according to the clinical trial information the estimated trial completion date has always been recorded as 31st January 2025.

In the last fortnight shareholders have been treated to no less than 5 price sensitive announcements.

3/4/2024 - Imugene to present at 2024 Cholangialcarcinoma Conference
4/4/2024 - Oncolytic Virotherapy CF33 Patent granted in China.
8/4/2024 - Vaxinia and HER-vaxx featured at AACR annual meeting.
15/4/2024 - Bile Tract Cancer Study opens after MAST High Dose Trial clearance.
16/4/2024 - Imugene and Kincel Bio Announce Strategic Partnership

This exceeded my expectations but as is the case for many of our price sensitive announcements the SP suffered adding more pain, anguish and frustration for shareholders.

Clearly a reset of expectations is required ....
the Vaxinia MAST trial has just cleared the 5th dosing cohort in IT Monotherapy at 3x10^8 without any safety issues and is commencing an expansion study cohort of 10 patients in an unmet need of Bile Tract Cancer. And of course there is the forthcoming read-out of the Azer-cel confirmation trial due this quarter, not to mention the OnCARlytic combination trial that has commenced on the 11th March 2024.

The development and progress of clinical trials under the leadership of Leslie and her team has been amazing and deserves full recognition.

And finally I want to acknowledge the patients in our trials who are fighting this horrible disease that hopefully our virotherapies can deliver improved outcomes.

In another post I noted that in the announcement for Expansion into Bile Tract Cancer, the cancer indications for the cleared 5th Monotherapy IT cohort were reported as "thymic carcinoma, triple negative breast cancer and cholangiocarcinoma".

And in light of comments made by Rob from Brisbane aka Rock_Robster on the Colon Cancer Support Group who commenced his dosing regimen on the 19th March for liver cancer at St Vincents in Melbourne it would appear that he is in the 6th dosing cohort of 1x10^9.
Rob has recently completed his third scheduled treatment on day 21 of his first cycle and is doing well.

GLTAH - Go Team Imugene
.

Expand

Harry, given we have only just cleared the 5th cohort (for IT) on April 12, wouldn't that leave Rob in the 5th dosing cohort if he started dosing in March? Or have I missed something there?

IMU Price at posting: 8.3¢ Sentiment: Buy Disclosure: Held
5 Upvote

0 Great analysis

Reply

Top Stories

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

Thursday's HotCopper trends: Paradigm's drug IP buy, MTM placement | June 26

BPH

Australia’s gas crisis is here – and dying coal plants aren’t helping

NEU

Neuren jumps over +11% on patent win for Pitt Hopkins drug treatment

PAR

Paradigm adds new oral combo IP to osteoarthritis drug stable with $500K pick-up

First 22577 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last 1.1¢		Change 0.000(0.00%)		Mkt cap ! $82.13M

Open	High	Low	Value	Volume
1.1¢	1.2¢	1.1¢	$286.8K	26.04M

Buyers (Bids)

No.	Vol.	Price($)
22	5243702	1.1¢

Sellers (Offers)

Price($)	Vol.	No.
1.2¢	12024866	55

View Market Depth

No.	Vol.	Price($)
22	5244870	0.011
112	29589836	0.010
37	16258780	0.009
12	3890622	0.008
7	3365713	0.007

Price($)	Vol.	No.
0.012	12024866	55
0.013	8241457	29
0.014	8302051	33
0.015	8094214	28
0.016	6655871	28

Last trade - 14.41pm 26/06/2025 (20 minute delay)

IMU (ASX) Chart

Why IMU is a multi multi bagger, page-22577

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

Thursday's HotCopper trends: Paradigm's drug IP buy, MTM placement | June 26

Australia’s gas crisis is here – and dying coal plants aren’t helping

Neuren jumps over +11% on patent win for Pitt Hopkins drug treatment

Paradigm adds new oral combo IP to osteoarthritis drug stable with $500K pick-up

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Why IMU is a multi multi bagger, page-22577

Top Stories

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

Thursday's HotCopper trends: Paradigm's drug IP buy, MTM placement | June 26

Australia’s gas crisis is here – and dying coal plants aren’t helping

Neuren jumps over +11% on patent win for Pitt Hopkins drug treatment

Paradigm adds new oral combo IP to osteoarthritis drug stable with $500K pick-up

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News