IMU 2.56% 3.8¢ imugene limited

Yep - nice story. If you pause the vid you can read...

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    Yep - nice story. If you pause the vid you can read Pembrolizumab/Keytruda on the label of the infusion.
    It works very well in many cases.

    Her-Vaxx will have a couple of huge advantages over Keytruda though:
    • Keytruda is a manufactured antibody. The patient cannot produce it - that's why the woman in the video has to have treatment every 3 weeks for two years, at $5,000 a go. By contrast, Her-Vaxx stimulates the body to produce it's own antibodies effective against the cancer - so less treatment required. It should also produce an "immune memory" so that the same antibodies will be produced again if the cancer comes back.
    • Keytruda can produce severe adverse reactions, sometimes fatal. Her-Vaxx has so far produced no adverse reactions at all.
    Of course Keytruda and Her-Vaxx target different types of cancer, with different mechanisms of operation, so Her-Vaxx would not be a replacement for Keytruda. Keytruda is a PD-1 Checkpoint Inhibitor. However Imugene's licence to use the Mimotope technology allows it to develop drugs which DO mimic Keytruda. In fact, Imugene's announcement of 12 Feb this year was about their early development of exactly that - a PD1 Checkpoint Inhibitor vaccine which could be a direct competitor to Keytruda and - like Her-Vaxx - with the added benefit that it will (hopefully) stimulate the body to produce it's own antibodies, instead of relying on a very long and very expensive program of administering synthetic antibodies like Keytruda.

    The Feb announcement has largely been forgotten, but it showed exactly why Imugene is such an interesting company, with a multifaceted portfolio of IP and development in the most exciting areas of immune-oncology.

    And then, of course, along came the purchase of/partnership with Professor Kaumaya's research at Ohio University and the Mayo Clinic. Part of that includes Kaumaya's own PD-1 vaccine - now dubbed "Key-Vaxx." Key-Vaxx has been under development for longer than the Imugene Mimotope PD-1, and it has very promising lab results. On 21 September Imugene announced that Key-Vaxx is now entering manufacture, for use in a Phase 1 trial to commence next year.

    So yes - the video clip reminds me just how ludicrously under valued Imugene is at present SP levels.

    Sure, that's just my personal opinion, and right now 2.3 cents is the net result of all individual investment decisions and assessments on the ASX, so my opinion is not the majority view. However, I remain very comfortable with my assessment of where this is heading.

    Cheers

    Dave
    Last edited by davybabyk: 03/12/18
 
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