I think you have to understand being critical of management in...

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Watmighthavben

443 Posts.

19300

15/10/23

14:47

Post #: 70352721
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Originally posted by squarepants: ↑

Good analysis and critical thinking from WMHB in some of his latest posts. Most of the time critical posts are low on content. They also draw accusations of downramping. I believe more critical thinking on stocks should be encouraged.

That said I am not in agreement with all the criticism of management. It is reasonable but is it all accurate? The fact is I dont know, only time will give the answers. To me the best outcome is for IMU to be bought up by some one like Roche. Perhaps not licencing out Her vax or any other of their drugs yet will ultimately be in there favour, if a good deal is struck. I think the proof is in tasting the pudding so to speak and that is a little way off. The tasting now is premature. To many complexities to judge things as they stand. In my opinion IMU could be worth $1 to $10 a share some time in the next 5 years. If this is true the investors who paid 10 to 60 cents a share over the last few years were justified in there bids, it is the present market of under 10 cents who are not appreciating the value the stock represents. Investor sentiment is part of the big picture, science isnt everything. Deals take time. Spec stocks are volatile. Some results are due next month and the potential could become more tangible. I suspect the share price will languish for a while yet, but that doesnt reflect the value I see.

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I think you have to understand being critical of management in one instance, does not equate to overall criticism of their decisions or stewardship of Imugene. As you would be aware if you have read my posts whilst critical of the Her Vaxx, PD1 Vaxx product development on the whole I have been highly complimentary of their decision making over the years. The move to acquire Oncarlytics and more recently Azer cel were master strokes IMO. Leslie Chongs hiring on the clinical side of the business has been outstanding. The rapid pace at which the Vaxinia Mast trial is progressing is brilliant. Whilst the foresight to combine Vaxinia with Keytruda, and get it through the FDA all in the same swing was exceptional. Credit where it is due. Imugene is kicking goals front, right and centre.

It's just some of those areas including the marketing and communications of the company, the failure of the business division to land any financial partnerships and the process of IMU capital raises that have left a lot to be desired in my opinion. But these are but a small part of the overall business equation.

That said if shareholders, analysts and commentators don't assume a balanced approach when assessing a stocks credentials, are they worthy of note?

DYOR Seek investment advice asa and when required Opinions only

Last edited by Watmighthavben: 15/10/23

IMU Price at posting: 4.6¢ Sentiment: Buy Disclosure: Held
59 Upvote

6 Great analysis

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