IMU 5.41% 3.9¢ imugene limited

For those interested in having something to compare the IMU...

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  1. 19 Posts.
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    For those interested in having something to compare the IMU results against, have a read of the following:
    Australian Public Assessment Report for Trastuzumab

    The report primarily deals with Herceptin for treating HER2+ gastric cancer.

    In the Overall Conclusion and Risk/Benefit Assessmentsection:
    Clinical Efficacy
    Median overall survival was prolonged by 2.7 months (13.8 versus 11.1 months). One year survival was increased by 11% (56 versus 45%) and 2-year survival by 7% (23 versus 16%).

    Outcome
    Trastuzumab was approved by the TGA for use by patients with advanced adenocarcinoma of the stomach or gastro-oesophageal junction who have not received prior anti-cancer treatment for their metastatic disease. (Trastuzumab was later rejected for PBS funding for gastric cancer.)
    -----------------------------------------------------------------------------------------------------------------------------------------------------

    Comment:
    Remembering that the response was obviously much greater for breast cancer and it was approved for PBS funding.  If HER-Vaxx is found to prolong overall survival for a much greater period in patients with HER2+ gastric cancer and does so at a much lower price without side effects, then yes, I think we are on a winner.  Remembering that a win against HER2+ gastric cancer will almost certainly be a win against HER2+ breast cancer.  We don't need every patient to be a CR (although it would be great for them) because if we can get long term partial response &/or stable disease then patient overall survival will increase and IMU will have long term customers.

    The data we are seeing is very exciting and quite promising whilst also remembering that there is a long way to go before it can be approved for patient use outside of trials (ie. achieving statistical significance of efficacy via Ph2 & Ph3 trials). The big question in the short to medium term is what point do we need to be at before big pharma make an offer (licensing deal/take over)?  The way IMU are currently pumping the results, it may be a lot sooner than we think.
 
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