I was asked the other day how my penny biotech stock IMU was...

I was asked the other day how my penny biotech stock IMU was faring.
My response was that current SP does in no way reflect the potential of the company and that investing in biotech is a slow burn.

For a quick overview the company has multiple promising drugs in clinical trials

1. VAXINIA (CF33 + hNIS): This is an oncolytic virus therapy currently in a Phase 1 MAST trial for metastatic advanced solid tumors. It has shown promising results, with one patient maintaining a complete response for over two years2.

2. onCARlytics (CF33-CD19): This is a CD19 oncolytic virotherapy drug candidate being evaluated in the Phase 1 OASIS trial. The trial combines this oncolytic virus with a CD19-targeting bispecific monoclonal antibody, blinatumomab1.

3. azer-cel (azercabtagene zapreleucel): This is an allogeneic CAR T-cell therapy currently in a Phase 1b clinical trial for relapsed or refractory non-Hodgkin lymphoma and B-cell acute lymphoblastic leukemia. The trial has shown promising results, with three out of ten patients experiencing a complete response2.
   
   If Imugene successfully develops all three of its drugs (VAXINIA, onCARlytics, and azer-cel), the potential market cap could be substantial.
   The biotech sector can be quite volatile, but breakthroughs in cancer treatment could significantly boost investor confidence and drive up the company's value.
   

   Imugene's azer-cel (azercabtagene zapreleucel) is aiming to be the first approved allogeneic CAR T-cell therapy for cancer. The company plans to initiate a registrational study for azer-cel in 2024, and if successful, it could become the first allogeneic CAR T-cell therapy approved for cancer treatment1. This would be a significant milestone for Imugene and could greatly enhance their market value and position in the biotech industry.
   

   If Imugene successfully develops the first CD19-targeted solid tumor drug in the world, it would be a groundbreaking achievement in cancer treatment. Currently, CD19-targeted therapies have been highly effective for B cell malignancies (liquid cancers), but their efficacy in solid tumors has been limited. Imugene's onCARlytics aims to address this by converting "targetless" solid tumors into CD19-expressing tumors, making them treatable with existing CD19-targeted therapies.

   This could revolutionize the treatment of solid tumors, which represent around 90% of all cancers. The potential market impact would be enormous, as it would open up new treatment options for a wide range of cancers that are currently difficult to treat.

   And furthermore ...
   

   If Imugene successfully develops the combination of onCARlytics and azer-cel, it could be highly attractive to big pharma companies. Recent acquisitions in the biotech sector have seen deals worth billions of dollars. For instance, Bristol Myers Squibb acquired Karuna Therapeutics for $14 billion in 2024. Given the potential of Imugene's combination therapy, a similar or even higher valuation could be possible.

   The exact amount would depend on various factors, including the clinical trial results, market demand, and competitive landscape.
   But it's safe to say that a successful combination therapy could command a significant premium.
   
   
   GLTAH - Go Team Imugene