I'm really short of time to look at this, I'm sorry, but so far as I can see it's just another conference where they repeat the final data from the Her-vaxx trial, with the same conclusions. That will be why IMU has not made an Ann about it.
My previous (and current) view on the Her-vaxx trial is that the conclusions they reach are valid. ie. Her-vaxx produces the immune response predicted, and it shows a very real and significant clinical benefit, along with outstanding safety and tolerability. The reason there has been hesitation around it and no commercial deal is that the sample size was small, which reduces the certainty of the result. The B-cell vaccine approach is revolutionary, and the market is dominated by T cell based Manufactured Antibodies like Herceptin. I suspect potential deals are on hold while big Pharma waits for data from the trial of PD1-vaxx (the Need-Polem trial). A good result there - with larger sample size - would really validate the B cell approach and potentially lead to a deal for the whole B cell platform.
That will take time, however.
Meanwhile - other products - especially Azercell and OnCARlytics - are likely to produce results much sooner, but unless and until that happens, we will see the share price continuing to languish.
For now - best wishes for the holiday season!
Chers
Dave
IMU Price at posting:
3.7¢ Sentiment: Buy Disclosure: Held
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