IMU 1.75% 5.6¢ imugene limited

Davy, HerVaxx "should be used as an alternative to monoclonal...

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    Davy, HerVaxx "should be used as an alternative to monoclonal antibodies."

    And that in due course translates into " should become the standard of care in Her² cancers "

    If the Independent Data Monitoring committee said it would be unethical to prolong the ph2 trial, ie. Not allowing the chemo only patients to be deprived HerVaxx and the extension of life it brings alongside quality of life, the duration of response etc, what is a like minded FDA made up of similar experts going to recommend ???

    Current 20c share price gives no credit to this implication, gives the chance of a Big Pharma deal a 50% probability at best, when blind Freddy can see its now a foregone conclusion.

    And therefore the entire mimitope platform, the Pd1Vaxx and the big assassin CF33, are still essentially carried in the portfolio with Zero value attached.

    As mentioned in the original post of this thread, as methodical and consistent de risking occurs, backed up by the data and proof of science, the shareprice must step up incrementally.

    A$2 billion or US$1.5 billion, @ 40cps, would be entirely warranted on the back of next successful PFS data readout for HerVax, and cohort 3 success and saftey for PD1Vaxx. Both coming by month end or thereabouts.

    And that implies CF33 is still free carried. Suggest everyone does their homework on the progress being made by Replimune, the combinations they are targeting, and recall what our CEO and Prof Fong have previously said, : Replimune's oncolytic virus is a first generation HSV construct similar, and therefore as weak, as TVec. CF33 is generstion 5, far advanced on previous iterations.
    Look at the lab results of TVec versus CF33.....how can i put it, one is a smouldering fire the other a nuclear weapon.

    An additional 40_50 cps would be very quickly justified on Cf33 receiving IND approval and showing early clinical success.

    Not far away folks.


 
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