Another $8 Billion Pharma/Oncology deal!, page-15

Hi Mer

All my opinions are guesses and assumptions , but from what I've read all indications are that IMU is very much on the right track .

I accept the fact that IMU is speculative . I'm in it for the big long haul .

Naturally they need to put them selves out there , as it seems Big Pharma are hungry for product and IP pipelines . Thus IMU need to be seen at lots of functions & meets etc .

The JP Morgan event will be just another such forum - where people meet , talk and understand .

Big Pharma do take risks . There are huge numbers at stake for them , and doing a 50, 100 , 200 mill deal is really chicken sheet for them , IF they think there could be a pay off .

The article about keytruda for instance . ..... Its a multi billion dollar income stream for Merc . IF they can see a way of continuing or enhancing this , they will certainly be looking . Similarly if there is a threat to it ....they will be looking .


Similarly IMU need to continue to attract credible players who subscribe to their theory.



The last announcement on Monday about the appointment of Michael Calliguiri was another very strong indicator to me that there are a growing number heavy weight supporters of the IMU platform .

I'm not really up to speed on all the pipeline that IMU have ....and time lines etc , but providing their patent protection is in place , they look to be in a very strong position ...potentially .

What I can say is that a good idea can achieve momentum very quickly as credibility of the validity grows.

Yes time lines for trials etc are long ...... but perception can change quite quickly .

cheers

VA