VIDEO Rockpool Bar and Gril l(Courtesy of Imugene - see above)
Over a year ago Celularity Founder Bob Harari hinted the coming of CF33, and the future collaboration with his organisation would be front page news.
From underneath the floor boards at the City of Hope, a light began to appear. Hope presented itself to the cancer patients within. Cancer patients who up until now have been grasping at straws, bereft of hope as it were.
Yesterday’s announcement wherin CF33 was deemed safe, non toxic and fit to move into cohort 3 patients was music to the ears of long term IMU holders. Yet more importantly it sent a signal to the broader Big Pharma community. The hint of “positive signs” appearing from Fong’s unique oncolytic virus, coincided with the hint of FOMO amongst Big Pharma onlookers. For without doubt the fear of missing out must now be at the forefront of Big Pharma executives, who themselves have to contend with not just a ray of light, but massive headlights on high beam, staring them down. Why is this so? In short the now imminent dosing of Cohort 3 in Imugene’s CF33 Phase 1 trial into Triple Negative Breast Cancer (TNBC) patients, is to be followed by the FDA approved dosing of a further 12 TNBC recruits. These patients are to be administered the Optimal Dosage Rate of CF33, as determined from the Cohort 1,2 and 3 statistics. As Leslie Chong eluded to in her interview with Proactiv Investors yesterday, this could well be the “sweet spot” trial supervisors have been searching for. Given these 12 patients are to be dosed in late 2022 early 2023 results are just around the corner. If the “positive signs” continue, and indeed the cancer killing virus exhibits signs of efficacy within the collective of Cohorts 1,2 and 3, and the 12 patients to follow, many may cry “shut up shop” from the rooftops at the City of Hope. “Show us no more” Big Pharma may well echo, “We want in”, they well may say. “Let us collaborate with Imugene to press the FDA for a registrational trial for CF33 Check Vacc to assist cancer patients worldwide, under the guise of approved medical practitioners and specialists. Wait no more”, being the argument at hand.
Seriously, the mind boggles at the impact CF33 could have on the cancer treatment industry. The solid tumour market, tipped to hit close to 500 billion USD in size in the forthcoming years is “Bigger than Ben” when it comes to markets. And yes, it is ostensibly untapped. No one to date has produced a vaccine or treatment arm capable of suppressing or eliminating solid tumours in patients. Though now it would appear Yuman Fong’s oncolytic virus is knocking on the door. With the ability to target only cancer cells, as opposed to the healthy cells in a cancer patients body, CF33 clearly supercedes the existing standard of care (i.e., chemotherapy). Whilst the now proven safe and non toxic expression of the treatment supercedes the existing immunotherapy treatment arms, which by their very nature are rife with side effects and adverse reactions within patients. Not only does this mean potential rivers of gold for the CF33 licencee’s, or owners, it augers well for CF33’s parental virus, Vaxinia, and for the Imugene licensed CD19 Oncarlytics platform. Oncarlytics partners Celularity and Eureka, gazetted to trial in combination with CF33, would no doubt be dreaming of things to come as they lay in bed tonight.
It’s interesting isn’t it, I have noticed posters on our thread have been debating whether or not the market “gets it right”, following Imugene’s recent PD1 Vaxx announcement. Surely as noted in my previous posts the rapid incline of both Tesla, and before it Amazon, exemplify the fact it does not. Markets don’t favour companies such as Imugene pre revenue. This fact was never more evident than with both Amazon and Tesla, companies with novel ideas in traditional market places. The thought of people buying online as opposed to in a shop was thought impossible, when Jeff Bezos began his Amazon crusade from the corners of a book store. The thought of people buying electric cars, as opposed to cars that ran on gasoline was “kowtowed” at by the market, who visualised Elon Musk going broke before Tesla ever turned a dime. And the rest is history. Within months of hitting rock bottom both companies stood to make their founders not only rich, but the richest men in the world.
Is Imugene to follow suit? The market within which it swimming definitely allows for such monumental growth. The fact Fong’s CF33 was successful in eradicating close to all cancer lines pre clinically certainly opens the door on the scale and size needed to capture the untold wealth experienced by the entrepreneurs Bezos and Musk. But with no disrespect to both entrepreneurs, for Yuman Fong the overriding goal is not about achieving wealth, or for that matter fame. For Professor Fong it’s about saving lives. And that’s something well worth working for.
DYOR - Opinions only - Seek investment advice as and where necessary
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