Geneva, Switzerland - 13 Dec - 16 Dec 2018 The ESMO Immuno-Oncology Congress, page-44

Hi fp,

If Dr Tabernero doesn’t even mention Her-Vaxx:

1) a product of a company he is involved with (Imugene),

2) in a European congress (where Ph2 will be conducted, & the origin of Her-Vaxx)

3) in a session called ‘What’s new in Gastro-int cancer’ & instead talked about other products

then JIMHO:

1) that arguably shows how non-committed he is

2) there are arguably far better / more promising new products in gastro immuno-onc than Her-Vaxx, which is quite troubling. Is our product so inferior it’s not worth mentioning by our own Scientific Advisor?

He doesn’t even need to say anything new about Her-Vaxx. An intro about it will be a good reference for the vaccine for Ph2 recruitment drive.

I Dont think the SP will drop further than 2c if Imugene or Her-vaxx is not mentioned in ESMO. The reason being is we are already way undervalued & Leslie stated clearly in the last announcement that Topline Result is expected Dec 2018. People are still expecting good news.