What is it that will make them press that button? Answer: Great...

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fattchoi

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04/02/22

17:16

Post #: 59365385
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Originally posted by theoc ↑

".........it won't explain why VLA with all data being very good at the time experiencing a share price that keeps falling and falling till around 60 cents....."

Ahh FC, suggest just 2 things - VLA has no real relevance for IMU - apples n carrots (ie not even pears) - games played on ASX are just that and stop when the real players enter the room. Secondly dont believe either you, I or, anyone like us is really driven by the day to day SP (other than for additional buying opportunity). I'm suggesting only real value will be industry driven not initially ASX (unless perhaps some rumour takes off but that is never sustained). Day to day SP is driven by a bunch of external influences (& to a lesser extent devious positioning) - eg Facebook taking a 25% faceplant in one day will generally do it as will the occasional threat of war, increase in inflation yaddy yaddy yar - none of which have anything to do with the continued improving funny mentals. - as LC has suggested on just 1 or 2 occasions - watch the science ! Sure it may fall over but that is a different risk reward discussion. Simply put my contention that at some point some decision maker/s is hovering over their career making go button ! What is it that will make them press it ?
Not ramping - yes it still has risks attached, so strictly a what if type discussion !

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What is it that will make them press that button?
Answer: Great Hard Data. Yep, the BPs would understand that

That is why both Roche and Merck/Pfizer are doing their own dance with PD1 Vaxx and Her Vaxx respectively. Once the combo results are in, and if they show that they are better than whatever is out there, 'PRESS' the button they go. Just a matter of what kind of button. A complete takeover? A buyout of the specific drug candidate? A partnership deal?

Meanwhile, there is that Checkvacc brewing in the background. I wonder what happens if during the combo trials, and Checkvacc should announce complete recovery for most of its TNBC patients. What happens then?

Exciting, isn't it? To have so many possibilities happening in the near future.

Last edited by fattchoi: 04/02/22

IMU Price at posting: 31.0¢ Sentiment: Buy Disclosure: Held
27 Upvote

1 Great analysis

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