l c interview, page-52

First 52 Last

Share
Profile

Follow
valueadd

2,896 Posts.

133

01/03/19

22:07

Post #: 37627139
Share

Originally posted by supertramp ↑

"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)

Expand

Good comments

I think there might be more than just a cat in the bag......maybe a pack of fricken large cats in that bag !!! Possibly tigers and lions !!

And when those cats get out we gunna see some mega headline stuff ....

When that happens lot people will look back at these prices with a certain amount of reflection and regret .

The smart ones ......well ..... they'll only be thinking that they should have picked up ......just a few more .

l think u get my drift

IMU Price at posting: 2.0¢ Sentiment: Buy Disclosure: Held
5 Upvote

0 Great analysis

Reply

Top Stories

BTH

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

PYC

Scientific conference spotlights PYC's work on blindness disease treatment

MIN

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

WC8

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

Week 47 Wrap: HotCopper users' most watched; Brent lifts on Putin's scary letter; RFK dents CSL

SIG

Dale Gillham's weekly wrap: Sigma-Chemist Warehouse merger creates pharma powerhouse

HotCopper Highlights: Your most watched stocks for Week 47, 2024

LPE

Sales growth pushes Lovisa's fortunes (and shares) upwards

DUI

Panic, paranoia, and gangland politics: HotCopper users react to Dubber's missing $26M

GRL

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

There are more pages in this discussion • 12 more messages in this thread...

First 52 Last

Add IMU (ASX) to my watchlist

(20min delay)
Last 3.9¢		Change 0.002(5.41%)		Mkt cap ! $386.7M

Open	High	Low	Value	Volume
3.6¢	4.0¢	3.5¢	$1.163M	31.27M

Buyers (Bids)

No.	Vol.	Price($)
6	2275218	3.8¢

Sellers (Offers)

Price($)	Vol.	No.
3.9¢	196677	3

View Market Depth

No.	Vol.	Price($)
18	5665336	0.018
14	3997559	0.017
6	2974375	0.016
10	3219799	0.015
4	497500	0.014

Price($)	Vol.	No.
0.019	400000	2
0.020	5410946	12
0.021	8494780	17
0.022	8757253	13
0.023	4826614	8

Last trade - 16.10pm 22/11/2024 (20 minute delay)

IMU (ASX) Chart

l c interview, page-52

Top Stories

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

Scientific conference spotlights PYC's work on blindness disease treatment

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

Week 47 Wrap: HotCopper users' most watched; Brent lifts on Putin's scary letter; RFK dents CSL

Dale Gillham's weekly wrap: Sigma-Chemist Warehouse merger creates pharma powerhouse

HotCopper Highlights: Your most watched stocks for Week 47, 2024

Sales growth pushes Lovisa's fortunes (and shares) upwards

Panic, paranoia, and gangland politics: HotCopper users react to Dubber's missing $26M

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Buyers (Bids)

Sellers (Offers)