IMU

1.89%

5.2¢ imugene limited

Why IMU is a multi multi bagger, page-22628

First 22628 Last

Share
Profile

Follow
AlCp

26,994 Posts.

1742

19/04/24

08:11

Post #: 73417742
Share

Originally posted by Mason14 ↑

People don't care about these announcements. Data drives commercial outcomes, and that's what people should be focused on.

Phase 1 is a critical time to evaluate the efficacy of a compound. Here is an example of a strong OV therapy that is on the path to approval for a single indication. Phase 1 data of CG0070 demonstrates complete repsonse rates in 48.6% of all patients, 63.6% in multidose cohorts and 81.8% in patients with borderline to high retinoblastoma phosphorylation. Wait til you see what lifting the dose did for efficacy...

They completed this study in 2012. It is now 2024 and they are still conducting studies, with some incredible data supporting efficacy not limited to this.

With investigational new drugs like this as the benchmark, maybe people are starting to realise that an oncology company in Australia with a failed P2 drug and a P1 oncolytic viral therapy that has so far demonstrated inter- and intra-individual inconsistency and little to no efficacy in >90% of patients (that also forms the backbone of three clinical programs) may not be worth $600M AUD. Since cholangiocarcinoma is rare and OV therapy market is extremely small, maybe investors are starting to think there is not much upside from $600M or maybe that there is just a lot of risk. Many lines of evidence support my contention that IMU is very high risk. I can understand selling until ~2c.

Treating cancer is easy, the more cytotoxic drug you give to humans always means better outcomes - SMH.

Patiently awaiting more data to analyse.

Global OV market averaged off data I could find

Expand

Also that clinical trial show it had good response at the most low dosage when CF33 only had a few SD and no CR as most left due to pseudoprogression so that virus isn't behaving similar to CF33 virus but yeah you keep comparing CF33 to the past like there won't be any scientific advancement lol.

Last edited by AlCp: 19/04/24

IMU Price at posting: 7.8¢ Sentiment: None Disclosure: Held
7 Upvote

0 Great analysis

Reply

Top Stories

NXG

Cost blow-out for Rook I uranium project sees share plummet for NexGen

VMT

Vmoto sales plummet -50% YoY as weak demand in Europe & China stifles EV scooter sales growth

GRX

GreenX picks up prospective copper project in Germany

MGU

Collaboration in a green (steel) future the focus for Magnum and Saudi partners

WGX

Westgold sets its sights on top five producer status through merger with Karora

Week 31 Wrap: JORC rules to get tougher; RBA rate hike chance 50/50; US Fed Sept cut still the quo

DVP

Commodity house Trafigura funds Develop Global's copper-zinc Woodlawn play with offtake deal in place

Is oil undervalued?

BOE

Uranium prices on the NYMEX are stable, but ASX uranium stocks are sinking on Friday. The answer lies in Kazakhstan

VMS

Venture to sniff out high-grade REE targets at Jupiter project, WA

There are more pages in this discussion • 3,035 more messages in this thread...

First 22628 Last

Add IMU (ASX) to my watchlist

(20min delay)
Last 5.2¢		Change -0.001(1.89%)		Mkt cap ! $382.1M

Open	High	Low	Value	Volume
5.4¢	5.4¢	5.1¢	$674.9K	12.90M

Buyers (Bids)

No.	Vol.	Price($)
1	45087	5.2¢

Sellers (Offers)

Price($)	Vol.	No.
5.3¢	519803	5

View Market Depth

No.	Vol.	Price($)
1	45087	0.052
11	671034	0.051
81	7658639	0.050
23	3483045	0.049
19	831259	0.048

Price($)	Vol.	No.
0.053	384611	4
0.054	2188679	7
0.055	670630	7
0.056	1929043	11
0.057	1626859	12

Last trade - 16.10pm 02/08/2024 (20 minute delay)

IMU (ASX) Chart

Why IMU is a multi multi bagger, page-22628

Cost blow-out for Rook I uranium project sees share plummet for NexGen

Vmoto sales plummet -50% YoY as weak demand in Europe & China stifles EV scooter sales growth

GreenX picks up prospective copper project in Germany

Collaboration in a green (steel) future the focus for Magnum and Saudi partners

Westgold sets its sights on top five producer status through merger with Karora

Week 31 Wrap: JORC rules to get tougher; RBA rate hike chance 50/50; US Fed Sept cut still the quo

Commodity house Trafigura funds Develop Global's copper-zinc Woodlawn play with offtake deal in place

Is oil undervalued?

Uranium prices on the NYMEX are stable, but ASX uranium stocks are sinking on Friday. The answer lies in Kazakhstan

Venture to sniff out high-grade REE targets at Jupiter project, WA

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Why IMU is a multi multi bagger, page-22628

Top Stories

Cost blow-out for Rook I uranium project sees share plummet for NexGen

Vmoto sales plummet -50% YoY as weak demand in Europe & China stifles EV scooter sales growth

GreenX picks up prospective copper project in Germany

Collaboration in a green (steel) future the focus for Magnum and Saudi partners

Westgold sets its sights on top five producer status through merger with Karora

Week 31 Wrap: JORC rules to get tougher; RBA rate hike chance 50/50; US Fed Sept cut still the quo

Commodity house Trafigura funds Develop Global's copper-zinc Woodlawn play with offtake deal in place

Is oil undervalued?

Uranium prices on the NYMEX are stable, but ASX uranium stocks are sinking on Friday. The answer lies in Kazakhstan

Venture to sniff out high-grade REE targets at Jupiter project, WA

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News