Thanks for yr post and your kind words.
In response yes, there is no doubt patients on the Vaxinia Trial are incredibly sick in more instances than not. It does make it difficult for a drug designed to trigger an immune response to do so when up against suppressed immunity within patients. But nonetheless many patients on the Vaxinia (MAST) Trial have to date avoided the need for palliative care and are moving forward with Yuman Fong's oncolytic virus in an attempt to quash the dastardly solid tumours permeating throughout their bodies. Likewise those on the PD1 Vaxx IMPRINTER Trial with Roche's Tercentriq, or the Oncarlytics Trial with Amgens BLINCYTO there is a need for Imugene's immunotherapies to stimulate one's immune system to overthrow what is already an advanced, potentially life threatening disease.
If as you suggest many individuals are disenfranchised with Imugene at present the question arises, "What's it going to take for investors to come on board the IMU train and reinvigorate the company's flailing share price? Solid clinical trial results, an out licensing deal, a partnership or a Nasdaq listing?" Imugene CEO and Managing Director Leslie Chong is as you state saying these are the most outstanding clinical trial results she has come across, yet the rhetoric isn't cutting through. Are investors setting the bar too high? Is the I instant world we live in after a quick fix to a centuries old problem? Are they searching for some Pfizer or Moderna to spring off the shelf and cure cancer as they believed these vaccines did when COVID came knocking? Clearly Leslie Chongs definition of success is different to that of many on these Hot Copper threads. Her exuberance if not elation at the site of her drugs replicating and turning tumours from cold to hot, is not matched by those now holding a fraction of their previous wealth. Her indefatigable work in pursuit of the company's mission to cure cancer is undeniable, though many have lost sight of her vision, with a disconnect appearing between what she is saying, and what they are now believing.
I think both the IMU board and shareholders alike are at odds when it come to the delivery and digestion of the companys ongoing message. Paul Hopper probably believes his immunotherapies are indeed the golden goose that laid the golden egg. Whilst Leslie Chong is perhaps of the opinion the Vaxinia results should not be elaborated on by her, for this would be stealing Yuman Fongs thunder. To the contrary shareholders remain unclear as to what exactly is the golden goose Paul Hopper was eluding to in the companys Christmas newsletter of a few years back, or more importantly what thunder it was Leslie Chong was not wishing to steal from Yuman Fong. Hence the anxiety if not disillusionment expressed by many on these threads, at times with good reason.
Yet as you note there is much to like about the Imugene science. Nothing has occurred in ongoing trials that would dampen the enthusiasm of those who follow the science and are abreast of the need for further data to justify its existence. The companys ongoing dialogue with the FDA remains encouraging as is the potential for Imugene’s vaccines to be combined with existing therapies, due to the now excellent safety profile of their drugs. Did I mention the low cost of producing Imugene’s vaccines? Or the ability for many of them to be manufactured as “off the shelf” products? Whether it is Azer cel we are discussing or Imugene’s Vaxinia, allogeneic therapies and oncolytic viruses are definitely high on the agenda of Big Pharma, a conglomerate constantly in search of the next best thing in the field of oncology. The notion that one can effectively “paint a target on a solid tumour” to make it easily identifiable by incoming insurgents simply adds to the mix. As does the large market size of the diseases Imugene is chasing, be they lung cancer, solid tumour tumour patients and more.
Let us await the incoming data in months to come to ascertain whether we are in fact going to Noosa, or back to the drawing board, when it comes to the IMU story. Either way it’s sure to be one hell of a ride, if the last 48 months is anything to go by. Investing in IMU is definitely not for the faint hearted, nor for those searching for an instant fix to their investment needs. As IMU holders one may awake to a lightening bolt come Monday morning, then again one may not.
DYOR Seek investment advice as and when required Opinions only
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