Well the mood with the majority of share holders is...

Well the mood with the majority of share holders is certainly

down in the dumps, and for very good reason share price wise

that's for sure. It hurts to look at how far most of us are in the

red, and it is the job of the board to create value instead of

decimating it. Some of the post's by IMU bulls are starting to

go the other way to the bear's side. I personally agree with what

most have had to say over the week end. The B cell platform

still has some legs in my opinion, but I agree it is really taking

to long for all sorts of reason's. Let's hope a deal can be done

for HERVAX but I wont be holding my breath there on that one.

LC has mentioned before that we have plenty of shots on goal.

This is a big strong point that IMU have, and is a major reason me

and others have invested. We only need one to hit the back of the

net and we are on a winner.

So I and a few other share holders have seen a distinctive change

in tactics by the company. What I mean by this is that the majority

of the focus seems be on the CF33 platform. Namely OnCARlytics (CF33-CD19)

VAXINIA (CF33+hNIS), CHECKvacc (CF33+hNIS+PD-L1). Not that

IMU have given the rest of there IP the flick, just that they are talking

about the CF33 platform with much more enthusiasm.

So let me make an analogy. Here goes.

Let's say a horse trainer has ten horses in work. He feels lucky

because he knows all ten horse are going to be winners, some

of the horses are better than others. But he realises that one

particular horse is a star in the making. In all his years of training

horses, he has never seen anything like this horse. This horse

is doing things on the trail track that he has never in all his years

seen anything like it. So you would imagine that the horse trainer

is going to put more time and effort into the star in making.

Dose this sound familiar to anyone reading this.

This is exactly what is happening at IMU. Yuman Fong has stated

that he in all his years of work, has never seen anything like

CF33 and how and what it is able to do. Now he is seeing it in

humans. Yuman stated at the last presentations in Melbourne

and Sydney that he is seeing CF33 do exactly in humans what

it has done in the labs and on rodents. Thats a massive statement

from a man of his integrity, and I trust and believe him 100 percent.

So, to me seeing IMU talk more about the CF33 platform than anything

else is a really good sign that things are going exactly as they should.

In the end, if CF33/VAXINIA/OnCARlytics/CHECKvacc work, does

it really matter if IMU can not do a deal for the rest of the IP ?

I would think not, because if the CF33 does its job, all share holders

will be able to write there own ticket and wouldn't that be nice.

Add on to this the recent acquisition of the Azer-cel CAR T and

I'm more bullish on IMU as I have ever been.

Some posters over the last couple of weeks have been saying

that if a take over offer of 20, 30 or 40 cents came in that they would

vote to take it. To you guys, PLEASE GIVE ME A BREAK. If you guys

would put in the time to research what IMU really have and what

BioTech IP can go for you would not make these statements.

Here are some recent take overs and buy outs.

Merk and Ablynx = 7 billion US Deal

Bristol-Myers Squibb and Nektar = 3.6 billion US

Merk and Eisai = 5.7 billion US

Now if you look closely at what IP and stage they where at, you

can compare them to IMU. Yes, some had been a little further along

than IMU, but if CF33 works then IMU will blow these deals out of

the water in a very big way.

LC has on more than one occasion said that she is building another

GENENTECH, and as IMU continue ticking every box CF33 wise

I believe that is what is unfolding before us.

If we check out what Genetech was bought out for it might

give us some idea what we might have in IMU.

I personally think if the CF33 platform works, IMU will go for

a lot more than Genentech did.

This is just my opinion and not financial advise.