l c interview, page-51

"You most likely need to wait till phase 2 is in for the real cream."

Personally I think we will see a short term re-rating.

The end of March we get the phase 1b data. That could be the elephant.

ok, it's only 10 or so patients, but as Taureanbull stated, you can get statistical significance with a small number if the numbers are good enough.

We have one complete response already. By the time of the presentation that might be up to two - which would be amazing.

But it'll be interesting to see those partial responder figures. If they have improvement rates like 80%, 70%, 60%, 50% and 40% - then that's massive too. And is their improvement rate continual?

Will the stabilised patients also be showing improvement, just at a slower rate?

And the safety figures will excite the crowds too. No safety issues is an unheard of thing. But it makes sense, as the patient produces their own antibodies. The antibodies are not foreign substances, like all other treatments.

So the end of March could be like a phase 2 result event, if the figures are strong enough. Paul Hopper did say in that long interview that deals or takeovers get done at phase 2 or phase 1 if they are good enough.

I know there's no control arm in our trial, but there's enough data for people on those chemo drugs from other trials.

BUT.... although the end of March is when the phase 1b results get revealed in detail it's also a final date for anybody currently interested in what Imugene are doing before for the cat gets let out of the bag and all the other pharmas see what's going on. So maybe it'll be the catalyst for somebody to do a deal or whatever before that date.

cheers
(and somebody posted last month it'll be a year or two before there's anything to see at imu! Paah)