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Yes I know that moni, just hope it doesn’t go pear shaped for Imutex , would certainly dent our special dividend don’t you think.
Usain they have only done phase 2 and I don’t think they have had their FDA preliminary Meeting hey.
However one pivotal trial should be enough to secure Approval rather than normal two.
Barwick...it matters not to OO as Imutex has zero value on the balance sheet, and no brokers have given any value on the SP to the Imutex assets. It's surely got to be great news to find out that the only other serious player in the game has just thrown the towel in. CF will be very keen to hear this. Flu v may now be the Holy Grail that's been talked about..
Agree Barwickman these phase 3 trials are make or break and carry risk.
The Biondvax results whilst slightly increasing the risk of the next candidate ie Flu V also substantially increase the reward of Flu V in being the first universal Flu Vax to be Approved.
The 2 ways you can formally value these assets is by a risk adjusted DCF measure which means that due to the Biondvax situation the value of Orph will be considerably more or by peer valuation which would be Biondvax pre results and if course that only had one asset and Immutex has two.
At the end if the day it’s value will be determined by what someone is prepared to pay this could rise significantly if a bidding war.
Also Flugen have one in the pipeline showing promising results so far.
That said we have a plethora off revenue streams that will stand us in good stead regardless off this.
I’m more than happy with the progress made regardless.
So sit back relax and enjoy what’s coming next weeks and months ahead even at this price it’s cheap.
We are now a ring fenced testing and services provider in a covid storm.
Anyway I wish all here a great weekend as always!
Tiger :)
He reads this thread moni, these trials are tough so I wouldn’t count your chickens just yet, the question now if our trials are not finished yet do you sell up or go for the holy grail ?, I wonder how close Biondvax thought they were to the holy grail, GLA
Will someone who has CF email please send him the good news and link. We wouldn't want him not to know over the weekend.
One word ‘Transformational’ - if you jumped ship on the dip yesterday ‘Bon Voyage’
Jesus I am glad I am not in them
down 87% wow
Look at the effect on Biondvax SP!
great find, how big is this news!
http://www.biondvax.com/2020/10/biondvax-announces-topline-results-from-phase-3-clinical-trial-of-the-m-001-universal-influenza-vaccine-candidate/
Bloomin eck
This is MASSIVE news
Biovax has failed in Phase III trials. Imutex now holds the only phase III ready universal flu vaccine anywhere in the world!! Have a great weekend!