Hey - nice find, QiQi!
Well - LC is definitely on a roll here. This is an extremely confident presentation and an excellent summary of why Imugene is (personal opinion here) astonishingly good value with enormous prospects. When she talks partnership deals, she sounds like she really means it.
A few key quotes jumped out at me:
"This where we will explode on the stage of major cancer conferences like this... where it's been vetted by experts and peer reviewed... "
"this where we will get the traction, and our data will be highlighted.."
"...our safety and tolerability, and what we have seen in efficacy in terms of our Her-Vaxx and B-Vaxx."
This is not just optimism. The sample sizes at Phase 1b are small - sure - but they are genuinely seeing exciting efficacy in Her-Vaxx and B-Vaxx. They have reason to expect similar results with Key-Vaxx. They are also showing zero toxicity and complete tolerability - which immediately puts them ahead of the monoclonal antibodies generating $billions for big Pharma. Compare that to Herceptin, for example: https://www.rxlist.com/herceptin-side-effects-drug-center.htm Or Keytruda: https://www.webmd.com/drugs/2/drug-166916/keytruda-intravenous/details/list-sideeffects Or the disaster of TGN1412 which sank Te Genero Immuno Therapeutics. https://en.wikipedia.org/wiki/Theralizumab
Nothing is certain. If it was a sure bet, Imugene would be trading at a price vastly higher than it is. However I do think the level of risk is significantly lower than the current Share Price would indicate, and the potential reward is, well, quite simply astonishing.
LC is not prone to exaggeration - she values her credibility. I've watched this interview through 3 times now and I don't believe she is acting.
Anyway - don't expect an overnight "explosion" - a partnership deal could still be a long way off but the longer it takes, the better the data will be (we hope) and the better the resulting deal. There will be more trading opportunities ahead for those who are smart and fast, because we will see both downs and ups.
Me - I'm a long term holder rather than a trader, but I'm sure glad I picked up some more.
Cheers
Dave
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