IMU 5.41% 3.9¢ imugene limited

Leslie Chong Interview at Biotech Showcase, page-8

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    What I took from this very confident interview - Just as a really wild scenario - IMU currently behind others in the timelines to complete required testing (proof of product) - so they look to leapfrog the market - demonstrate the "curative" strength of B cells and therefore play up the preventative (vaccine) potential - "IF' they could sell that scenario then frankly they could write their own cheque. Even if they didn't pull it off you can well and truly bet there would be a lot of sweaty palms in other camps who have just or about to commit to new product and still have to recover their investment. JIMO.
    Understand all the scientific arguments of timelines and big pharma entry points etc however would argue that the mix of management at IMU is both scientific and commercial - ie they have one eye on the science and appreciate it must be validated however the other eye is always monitoring market conditions and understands it is not always the best product that comes to market ; plus every product that does make it is subject to the evolution of the next generation. ROI is getting more and more difficult for all product development and that includes big pharma. ..... Just another uninformed guess at the future.
 
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