IMV Inc IMVIF

meeting with management

[bikkel78]

I had a meeting with the management and it gave me a good feeling.

1. Ovarian trial is the main value driver cause it's in monotherapy
2. Commercial see, bladder cancer very interesting. Talks are underway with various companies. 
3. DLBCL very crowded space but the data is mega strong
4. All the data combined puts a lot of value into the DPX platform. That's why the data is so important, to de-risk the platform.
5. Management wants to buy shares on the open market but can't due to insider knowledge of certain data.

Nice to know is that Michael Bailey sold his company for over 500 mln so getting some fresh money through his friends is easy. This is my opinion.

1. Michael Bailey sold his company for over 500 mln

[europe10]

Thanks bikkel78 1. Ovarian is a montherapy - but results have not been staggering. 2. Bladder cancer can be super interesting! Problems -- money....so the "talks with various companies" must click 3. Short term, it is ALL about DLBCL. "Mega strong" should create interest, still finncing needed! Unless Merck suddenly makes a deal. Likely too early/not enough patients. Hope I am

[Breakthorough1]

europe10, just one thing: 19'9 months mOS (compare with the 16 months of mirvetuximab -ImmunoGen-, and these only among tbe high-falpha patients) and 50% alive after 24 months in ovarian ARE staggering results indeed.  The problem is that to have OS data you need to wait at least a couple of years, while to have ORR data (not staggering for Mvp-S, true) you need about just a year. The

[bikkel78]

management wanted to participate in the december offering but the structure of the deal prevented it.... 1 fund took a the shares.    I haven't seen a filing so i guess the bought the pre funded warrents to they wont have to disclose.

[Jthom376]

Twice now they've reported crowded landscape re DLBCL, previously talked newer treatments... they are projecting. Yet again I suppose. Long is their history.