Everyone should take good note of the Replimune Update released...

Everyone should take good note of the Replimune Update released overnight.
They are seeing positive signs with their first generation OncolyticVirus in combos.
They are running combination trials with both Opdivo a Bristol Myers Squib drug, and Libtayo
a Sanofi/Regeneron drug for advanced skin cancer.
And put into context of what has been stated here earlier by Professor Fong, Their HSV virus is not even a close match to the capacity of our “next gen” CF33 construct.

https://ir.replimune.com/news-releases/news-release-details/replimune-provides-regulatory-update-its-registration-directed

Great day yesterday , nice to surpass a big milestone in market cap, congratulations to LC and all her team , their dedication and hardwork is paying off. Congratulations to all those holders who have had the conviction to be long term investors and not give way to what often is a strong urge to lock in a quick profit.... only to lose out on many multiples more.

As always when there’s the slightest uptick the cry’s of “leaky ship” come out.
It only shows up those who have done minimal research and have little understanding of the depth of our pipeline. A cheap little cliché is so easy to write, yet listening to the recent interviews and blatant clues given by the CEO is not that difficult either.
On negotiations with Big Pharma for combination therapy “our dance card is full” ,
On a partnership deal as the next step “That is our trajectory “
On the HerVaxx data “ The longer we wait the better it gets”
The data itself for HerVaxx and preliminary outstanding results and Complete Responses already seen from the low dose cohorts in Pd1Vax.

The market can be asleep at the wheel for what seems like an eternity. But when it wakes up and realises the value and the direction things are headed it can be quick to readjust.

So just to be clear if anyone hasn’t come to grips with what has been public knowledge for quite some time, our B Cell platform is proving itself superior to the multi billion dollar per annum Blockbusters such as Herceptin and Keytruda. Prof Kaumaya and Weidermann are getting their vaccine work peer reviewed in prestigious medical journals and showcased at the biggest Cancer conferences in the world. AACR, ESMO, ASCO.
And the important part that some might have missed......There is no real competition in the B Cell space.

Bio Tech fund managers, index funds, master Superfunds etc... a big list of Wholesale Investors are now able and virtually compelled to buy Imugene based on price, market cap, liquidity, and the data that is now out. Not to mention deep pocketed individual investors who have been waiting for their signals. And the Biotech funds certainly will be far more aware of what the upside is when a partnership deal is struck. Look at recent I/O deals done in the US$4-5 billion range ( for example, Glaxo /Tesaro) and compare what was bought for that price to the value of either HerVaxx or Pd1Vaxx, or low and behold the value of those two as an in-house combination .

The prospect of a further ten times gain is what is on offer for B Cell. Add that same value on top for CF33 platform which is about to be unleashed.
And the market now sees it and knows it.
Sit and watch is all we have to do.