IMU (ASX) Why IMU is a multi multi bagger

Originally posted by Taureanbull ↑

Ben , Thx for your summary of IMU’s current progress towards commercialisation.

I agree with your view that a deal might be a lot closer than we realise. A few of the companies statements seem incongruent around commercialisation though.

When LC first came to IMU she clearly stated her mission in life was to beat cancer. And on the business front she wanted IMU to become a mini-Genentech!

I think those two ambitions are very close to fruition. I don’t believe LC will sell off here babies to other companies to commercialise.

It’s a constant theme for her to relay how her team have taken 14 drugs to the bedside. Thats what the Team Imugene is all about. For them the FDA approvals is like an Olympic Gold medal is to an athlete. Or a Victoria Cross is to a soldier.

Can anybody seriously see LC selling her babies and going out buying a new technology and redoing the last 9 years all over again. NO!.
I also suspect IMU is progressing better than either LC or PH could have envisaged in their wildest dreams even 5 years ago.

Then we see PH putting some shares out amongst the family. He obviously believes IMU has a big future.

When I way all of these aspects up it becomes obvious in my mind that the best deal we can do from here is a Roche/Genentech structured deal. And once that’s announced head over to the Nasdaq. That will be the major catalyst.

By structuring a deal this way we all get what we want. LC builds her Genentech and saves many lives from the ravages of cancer. The owners of the company makes serious returns on our money. Many here reading this have held for years, so an opportunity to take some handsome profits now and leave some in the game must be very attractive

If IMU sold 50% of the company to a BP now they could declare a special dividend to existing holders and the remaining 50% could grow substantially in value over he coming years as our programs become SOC in cancer therapies.

LC dropped a serious hint in her recent video. Which I highlighted in an earlier post a well or so back. She said that Big Pharma and Big Investors were all eyes on IMU’s Oncarlytics. Thats the big prize here. Posts over the last few days by some incredibly talented and hard working posters should give all of us a great deal of confidence in CF / Vaxinia/ Oncarlytics!

These Big Boys of NASAQ Biotechnology will already be engaged. They’ll be looking to see how they can get in on any deals should Oncarlytics play out as expected. It’s game on now.

As the data mounts the pressure will be on for these players to fire the starters gun,

What’s in it for us? Well seeing the deals that have been done recently. And hearing statements this week from the CEO OF MERCK about acquisitions in the $1bn to $15bn ranger to fixe the impending Revenue Cliff Merck and many others are about to go over.

My guess is the minimum we should expect is US$25bn for a 50% slab, There will be a blind auction here. Prices will quickly escalate. That’s more than $4 a share in cash. That can be distributed. But remember we still own 50%. So $4 gets paid out and $4 is retained. We effectively get value at $8.

Them over next 5 years the retained values grow exponentially because we are Nasdaq listed with a Big Brother., Eventually our Big Brother takes out the remaining 50%.

Readers might thinks this is all fantasy but that’s why PH went into the cancer space because that’s where the big money is. And let’s be honest here, that’s why we all followed him into IMU.

Expand

"Readers might thinks this is all fantasy but that’s why PH went into the cancer space because that’s where the big money is. And let’s be honest here, that’s why we all followed him into IMU."

Its not fantasy ! - but very reasonable & considered speculation , supported by just so many clues .....both internal progress made and reported by IMU to date & the enormous value proposition of the IP longer term . Marry this up with the appetite to maintain cash flows longer term by some Big Pharma .....and it all makes a lot of sense .

No.	Vol.	Price($)
23	2363454	6.7¢

No.

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2363454

6.7¢

Price($)	Vol.	No.
6.8¢	14705	1

Price($)

Vol.

No.

6.8¢

14705

No.	Vol.	Price($)
23	2363454	0.067
17	2841294	0.066
40	2093851	0.065
15	1982593	0.064
5	580967	0.063

No.

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Price($)

2363454

0.067

2841294

0.066

2093851

0.065

1982593

0.064

580967

0.063

Price($)	Vol.	No.
0.068	14705	1
0.069	295739	4
0.070	1887868	7
0.071	4191372	10
0.072	1834781	12

Price($)

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No.

0.068

14705

0.069

295739

0.070

1887868

0.071

4191372

0.072

1834781

(20min delay)
Last 6.7¢		Change -0.002(2.90%)		Mkt cap ! $490.4M

Open	High	Low	Value	Volume
6.9¢	7.1¢	6.7¢	$1.445M	21.03M


Last 6.8¢		Change -0.002 ( 1.59 %)
Open	High	Low	Volume
7.0¢	7.1¢	6.7¢	9797879
Last updated 16.01pm 22/05/2024 ?

Why IMU is a multi multi bagger, page-21184

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