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08:46
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Originally posted by Mer
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Originally posted by supertramp
Fair enough W...
But one never knows how close a partnership could be. imu have a very safe and disruptive technology in a very valuable and growing area.
The company's silence might indicate that negotiations are deep - or that nothing is happening.
I value imu's enterprise value as many times the current, so I'm happy to hold. But I also understand people moving on.
cheers
Super
. . .
one never knows how close a partnership could be
. . . True, although that does play into FOMO.
. . .
The company's silence might indicate that negotiations are deep - or that nothing is happening. . . IMU used to constantly stress how many early deals were getting done and how keen they are to do something similar. They aren't banging that drum much these days; maybe it's because they don't need to raise money(cynical), maybe it's not seen as an option any more. However, having just done a bit of promotion in San Francisco, perhaps a few talks are underway. A bit of drum banging here, but the San Francisco poster was the first mention(as far as I can tell) of a LT dosing schedule - 6 weeks after day 56 and every 12 weeks thereafter. Whatever they've found out in the 1b, it led them to add extra patients to the 3rd cohort and tack some LT dosing on the end; I doubt that either would have happened if it wasn't seen as beneficial to the patients. Possibly some interesting results we haven't seen yet, but whether or not a potential partner could see them under cover of a non-disclosure agreement I don't know. Lots of conjecture, bit of a house of cards.
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